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At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path.
We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers.
The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program.
The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Connected Commerce
Connected Commerce is a two-sided platform that connects our engaged active customers with relevant merchant brands.
By creating appealing experiences at inflection points earlier in the purchasing journey, Connected Commerce delivers a compelling end-to-end experience for Chase cardmembers through activities they already do every day, like traveling, shopping, and dining.
Our innovative payment and lending options, including digital wallets and point-of-sale lending capabilities, remove friction from the experience and provide flexibility in how customers pay and borrow.
What we look for:
* Account Specialist
* Client Experience Specialist
* Home Lending Advisors
* Marketing/Media Solutions
* Product Associates
* Product Managers
* Relationship Managers
* Sales Strategy
* Travel Advisors
* Travel Support
* Underwriters
* Vendor Management
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 o...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:29
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JOB DESCRIPTION
Are you ready to make a meaningful impact in the world of workers' compensation? Join ESIS, a leader in risk management and insurance services, where your skills and talents can help us create safer workplaces and support employees during their times of need.
At ESIS, we're dedicated to providing exceptional service and innovative solutions, and we're looking for passionate individuals to be part of our dynamic team.
If you're eager to advance your career in a collaborative environment that values integrity and growth, explore our exciting workers' compensation roles today and discover how you can contribute to a brighter future for employees everywhere!
We are looking to hire a Worker Compensation Professional Associate.
This program is designed to include hands-on business and interactive instruction necessary for the development of a successful Workers' Compensation Claims Professional Associate
Major Duties & Responsibilities
* Under close supervision, receives assignments and reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Contacts, interviews and obtains statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
* Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extend of the company's obligation to the insured under the policy contract.
* Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
* Set reserves within authority limits and recommends reserve changes to Team Leader.
* Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions
* Prepares and submits to Team Leader unusual or possible undesirable exposures.
* Assists Team Leader in developing methods and improvements for handling claims.
* Settles claims promptly and equitably.
* Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims.
* Inform claimants, insureds/customers or attorney of denial of claim when applicable.
* May assist Team Leader and company attorneys in preparing cases for trial by arranging for attendance of witnesses and taking statements.
Continues efforts to settle claims before trial.
* Participates in claim file reviews and audits with customer/insured and broker.
* Administers benefits timely and appropriately.
Maintains control of claim's resolution process to minimize current exposure and future risks.
QUALIFICATIONS
* Bachelor's/Master's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal acc...
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Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:27
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JOB DESCRIPTION
This is a role focused on technical claim handling for Chubb insured's nationwide.
In this role you will manage complex medical liability claims, both litigated and non-litigated.
This role requires an individual to be accountable for the handling and disposition of claims including investigation, coverage determination, reserving, negotiation and settlement or trial strategies.
This position will require some travel, as well as coordinating with and servicing both internal and external business partners.
You will represent the company at meetings with management and business partners, as well as at mediations, arbitrations, settlement conferences and trials.
Responsibilities
* Confirms coverage of claims by reviewing policies and documents submitted in support of claims.
* Analyzes coverage and communicates coverage positions, as warranted, under direction of supervisor and coverage unit.
* Conducts, coordinates, and directs investigation into loss facts and extent of third-party damages.
* Directs and monitors assignments to experts and underlying defense counsel.
* Evaluates information on coverage, liability, and damages to determine the extent of insured's exposure.
* Sets reserves within authority or makes claim recommendations concerning reserve changes to supervisor.
* Proactively manage a claim inventory and effectively negotiate cases to an acceptable resolution under moderate supervision.
* Reports to reinsurers and facilitates the prompt collection of reinsurance on those matters where they are accountable.
* Travels to conferences, mediations, and trials as necessary.
Travel ranges from approximately 10% to 25%, but it could be more as dictated by business needs.
QUALIFICATIONS
* Should
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, d...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:26
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JOB DESCRIPTION
About the Chubb IA team:
The Chubb Internal Audit (IA) department has over 180 resources deployed globally with North America IA leadership based in Philadelphia, PA and Whitehouse Station, NJ.
IA plays a vital role to partner with management to evaluate critical control processes throughout the organization.
IA has developed an internal training program which provides a strong foundation to develop audit and leadership competencies.
Additionally, IA provides opportunities for team members to pursue professional designations (e.g., CPA, CIA, CISA, etc.) based on each team member's career goals.
IA team members develop strong business knowledge and control assessment skills to position the candidate for a broad range of potential future career opportunities throughout the organization.
About the role:
The Audit Analytics - Senior Data Analyst position offers an opportunity to join a broadly diversified global insurance and reinsurance provider with a culture of excellence and remarkable growth potential.
Successful candidates will have the opportunity to interact and partner with all levels of management, which makes it an excellent position for someone who wants to understand multiple aspects of the company's operations.
For the individual who is naturally curious, analytical, and enjoys challenging assignments, we are offering the opportunity for a promising future that comes with working for an industry leader.
The individual will support planning, developing, and implementing automated analytic solutions.
The successful candidate will engage with various departments and Internal Audit members globally, leveraging their proficiency in data analysis and visualization software alongside a robust understanding of risks and controls, while demonstrating strong communication skills, meticulous attention to detail, and a desire for continuous learning.
Our comprehensive training program and engaging assignments foster professional growth within a culture of excellence, offering and a bright future in the organization and excellent benefits.
Duties & Responsibilities:
* Collaborate with internal audit teams to understand audit objectives, evaluate data requirements, and identify opportunities for data-driven insights.
* Develop robust data analytic solutions using tools such as Dataiku, SQL, and Python to support audit processes.
* Analyze large datasets to identify patterns, trends, and anomalies that may indicate areas of risk or improvement.
* Create dashboards and visualizations to effectively communicate audit findings and support data-driven decision-making.
* Assist in the design and implementation of automated data analysis processes to streamline auditing activities.
* Ensure the quality, accuracy, and integrity of data used in analytics by performing data validation and cleansing as necessary.
* Partner with IT and data governance teams to ensure proper data access, security, and co...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:26
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JOB DESCRIPTION
Chubb seeks a Claim Director on the Aerospace Casualty claims team that provides specialized claim handling on behalf of Chubb's Aerospace and Aviation customers.
The Aerospace Casualty Claims position will have oversight responsibility for adjudicating claims covered by Airport Owners and Operators General Liability policies and Aircraft policies within North America and the rest of the world.
This role reports to the Assistance Vice President of Aerospace - Specialty Claims.
Responsibilities
* Recognize significant potential exposures on claims and prepare appropriate alerts and timely early warning watchlist matters to senior managers and our internal business partners.
* Appropriately manage severity exposures in a timely manner, including but not limited to early identification and reporting of a severity exposure, and the development and execution of investigation, evaluation, and resolution strategies.
* Appropriately identify, analyze and address coverage issues in a timely and professional manner, and communicate coverage positions to our internal and external business partners as warranted.
* Directs and closely monitors cases with financial impact through trial/resolution.
* Review claims for reserve and settlement authority in a timely manner or make recommendations to management as warranted.
* Provide exceptional service to our internal and external business partners.
* Adhere to individual authority grants, all statutory and regulatory requirements, fair claim practices and local compliance requirements, including licensing.
* Embrace, embody and continuously build upon NA Chubb Culture Principles and Values
QUALIFICATIONS
* Proven
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful d...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:25
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:24
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JOB DESCRIPTION
Chubb's Global End User Services (EUS) organization is relentlessly focused on driving and improving the end user experience globally thru technology programs, deliveries and innovative solutions.
With an extreme focus on the end user and a drive for excellence, the organization owns and oversees activities that support new ways of working to help improve productivity and simplify the technology experience.
We are looking for a site support technician to assist employees, new hires and contractors with technical issues related to their PC's, mobile devices, and peripherals.
The role holder will support hardware and software issues as well as upgrades related to desktop technology, will help develop, implement and enforce policies and procedures related to end user technology and will have excellent customer service skills and a positive attitude.
The candidate will be based in our Jersey City location and will help to drive standards with Chubb's site support teams globally.
Key Responsibilities:
* Troubleshoot and remediate PC/peripheral/mobile device hardware and software issues and incidents related to internal and external applications including all Microsoft products.
* Support users in their use of printers, digital scanners, smart devices, meeting room scheduling and video conferencing technology
* Train and guide staff on hardware and software usage
* Ensure patch compliance for PCs
* Support of training and meeting room hardware as well as supporting users in scheduling and executing meetings and conference calls
* Process help desk tickets for employees and contractors
* Support end users both physically in the office as well as working remotely
* Configure and build hardware; install and configure software based on user service requests
* Document resolution to desktop issues, propose solutions to root cause problems
* Maintain hardware and surplus inventories and processes associated with receiving, processing, and tracking incoming and outgoing equipment
* Interact with 3rd party vendors to drive and resolve specific technical problems
* Respond to incidents by phone, chat or email in a timely manner
* Take ownership of role related tasks
* Manage new hire setups, including coordination and configuration of equipment
* Assist with new hire orientations and onboard new users from a technology perspective
* Demonstrate a high level of professionalism, interpersonal skills, and team-oriented attitude
* Demonstrate active listening skills with ability to act with sensitivity and empathize with end user's situation
* Document resolutions to desktop issues and propose solutions to root cause problems
* Identify opportunities to improve, automate, or simplify processes or systems
* Serve as a key contact and representative of IT for projects and initiatives such as:
+ Office Moves and Real Estate Initiatives
...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:23
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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
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, ...
....Read more...
Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:23
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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 a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:22
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JOB DESCRIPTION
Job Description for Internal Candidates: Senior Claims Specialist
Company Overview:
At Chubb, we are committed to fostering an inclusive work environment that values diversity and empowers every team member to contribute their unique perspectives and experiences.
We believe that our strength lies in our differences and that inclusive teams drive innovation, creativity, and business success.
Position Overview:
Chubb is currently seeking a Senior Claims Specialist to join our dynamic team, focusing on property claims in the Miami, FL area.
We are looking for individuals who are passionate about making a difference, supporting our clients through their claims journey, and actively contributing to an inclusive team culture.
Responsibilities:
* Conduct thorough onsite inspections of properties, investigating facts, evaluating damages, and writing accurate estimates in a timely manner.
* Effectively evaluate contract language to identify coverage issues while ensuring compliance with statutory and regulatory fair claims practices.
* Develop comprehensive files for accurate investigation and loss analysis, maintaining an active file diary to facilitate resolution.
* Recognize and actively pursue potential recovery opportunities and identify potential fraudulent claims effectively.
* Manage relationships with outside vendors, ensuring efficient use of resources and expenses while delivering high-quality work products.
* Negotiate claim settlements by evaluating claim facts objectively and fairly, fostering trust and transparency.
* Cultivate and maintain strong business relationships with both internal and external customers, including insureds, agents, and underwriters.
* Contribute positively to the team's goals, objectives, and overall performance, supporting workload surges and catastrophe operations as needed, including overtime during designated CATs.
* Provide exceptional customer service tailored to a diverse client base, ensuring high satisfaction rates and client loyalty.
Qualifications:
* Comprehensive knowledge of personal and commercial insurance contracts, investigation techniques, legal requirements, and insurance regulations is preferred.
Experience in commercial claims handling is highly desirable.
* Proficiency in Symbility or similar estimating platforms is required.
* Strong analytical skills with an aptitude for evaluating, interpreting, and synthesizing complex information.
* Excellent verbal and written communication skills that accommodate diverse audiences.
* An innovative thinker who can multitask and adapt in a dynamic environment while maintaining attention to detail.
* Proven track record of delivering exceptional customer service and building lasting relationships.
* Proficiency in Microsoft Office Suite and a willingness to learn new technologies and systems as needed.
* Previous experience handling complex claims ...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:21
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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
* 5+ years of experience in 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
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
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 pr...
....Read more...
Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:21
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: South Bend, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:20
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JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As a Client Service Manager within JP Morgan Asset Management you will have the opportunity to lead a team of account managers that service the US Private Bank.
You will have the opportunity to build out a team, manage clients, and build relationships with stakeholders.
As a Client Service Manager you will have the potential to contribute to the strategic development of the Client Service operating model and make a significant impact through leadership and management skills.
Job responsibilities
* Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
* Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
* Research, follow-up and resolve escalated client issues and problems through effective interaction with bankers, product partners, operations areas, and other partners in a timely and professional manner
* Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
* Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
Required qualifications, capabilities, and skills
* Strong leadership and management abilities; must be able to think strategically
* Excellent verbal and written communication skills, including executive communication skills
* Minimum of 8 years' experience in Wealth Management in a client facing role with a background in Investor Relations/Client Services and a focus on Alternative Private Markets (Real Estate, Infrastructure, Private Equity, Growth Equity, etc)
* Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations; ability to multi-task and manage complex assignments
* Bachelor's degree required
Preferred qualifications, capabilities, and skills
* FINRA series 7, 63 licenses preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:19
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The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money.
Teams enable innovation while adhering to the firm's data sharing principles of security, customer control and convenience, and privacy.
Job Summary:
As a Technical Client Service Associate in the front office team, you will play a pivotal role in delivering exceptional front-line support services to Neovest customers through email and phone channels.
The support will involve both technical and business-related issues, so you will be expected to work and communicate effectively with both technical resources (DBA, developers) as well as business resources (Traders, Business Analysts, Compliance Officers, Trade Support, etc.).
You should posses the ability to efficiently diagnose, troubleshoot and effectively communicate as well as escalate issues to client and internal employees.
Job responsibilities
* Research, diagnose, troubleshoot and identify solutions to resolve customer issues related to application use and configuration
* Provide prompt and accurate responses to customers within SLAs as defined by the level of Service purchased by the customer
* Prioritize all customer incidents and manage multiple client issues simultaneously
* Understand and use Jira/Confluence management tool, including how to update, escalate and resolve incidents
* Interact with various levels of client and firm management through both written and verbal communications
* Report software issues to Product Development via documented processes and procedures, including replicating the issue when possible
* Perform all due diligence, identify workarounds to bugs and customer issues whenever possible as well as common issues and techniques for addition to Knowledge Base
* Work to understand client's business needs above and beyond the immediate requirements
* Analyze data or information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts
* Manage tasks effectively to maximize productivity, as well as identify and address complex database performance issues and implement solutions in timely manner
Required qualifications, capabilities, and skills
* You have Bachelor's degree (or equivalent) and have at least 3+ years of experience working in a financial services/software client support environment
* You are ambitious, self-driven, and looking to work in a fast-paced environment
* You demonstrate excellent English Language skills (Oral and Written)
* You demonstrate ability to quickly and confidently asses risks, and associated urgency as it pertains to client deliverables/tasks as they arise as well as strong problem solving and troubleshooting skills
* You demonstrate exposure to some application knowledg...
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Type: Permanent Location: Orem, US-UT
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:18
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Portfolio Banker is for you.
As a Portfolio Banker on the Multinational Corporations, Middle Market Banking team, you will be the primary banker for a portfolio of accounts working independently and as part of a team to deliver comprehensive solutions to our clients in Multinational Corporations.
The Multinational Corporations team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of maintaining and deepening existing client relationships within the Multinational Corporations sector.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Manage on-going client relationship management and responsiveness, including, but not limited to, face-to-face meetings at the client company, as well identifying opportunities to deepen the existing relationship.
Coordinate with treasury management officers to add or expand treasury relationships with the clients
* Deliver Treasury and Credit solutions for clients, including coordinating with treasury management officers to add or expand treasury relationships with the clients.
In addition, assisting with processing credit requests, requests for amendments and waivers, in coordination with the credit underwriters.
Additionally, PB is responsible for ensuring that all opportunities are entered and managed throughout the TS and Credit pipeline.
* Work in conjunction with the Client Support Associates, the PB will be responsible to ensure the client's operational needs are serviced in a timely and high-quality manner.
The Portfolio Banker will also have responsibility for annual coverage review of product sets and delivering the products and services of the firm to clients.
* Oversee, escalate and resolve issues, including any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with MMBSI management and the appropriate escalation forum.
Supporting KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.
Required Qualifications, Capabilities and Skills
* 5 years of middle market banking, treasury and credit underwriting experience with a focus on business relationships and client management
* Ability to work in large deal teams, is responsive, and an efficient and effective communicator
* Strong investigatory, due diligence and risk analysis skills
* Strong creative solution and problem solving abilities
* Able to work independently multi-task and handle a sizeable account load
* Understanding of Commercial Banking products and services and demonstrated experience meeting or exceeding sales goals
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree ...
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Type: Permanent Location: Melville, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:17
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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: Appleton, US-WI
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:13
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We have an obsession 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 f...
....Read more...
Type: Permanent Location: Troy, US-MI
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:12
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J.P.
Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles.
Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P.
Morgan Asset Management.
Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes.
Customized alternative portfolios can be tailored to individual client needs.
We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
Job Summary
We are seeking a "hands on" analyst to complement our existing Operational Due Diligence team focused on hedge fund and private credit investments for the Alternatives Solutions Group.
The candidate's primary focus will be on initial and ongoing manager due diligence but we also expect contributions to the strengthening of our ODD process, skills and knowledge.
The candidate is expected to work collaboratively with the investment and risk management teams at JPMAAM, while at the same time developing independent views on underlying managers regarding operational issues and sustainability practices.
The candidate is expected to lead or take part in selected projects aimed at ensuring our ODD practices and knowledge remain cutting edge and are communicated to our clients as such.
Job Responsibilities
* Performing and leading on-site manager visits to evaluate hedge funds' and private credit operational risks including but not limited to infrastructure, 3 rd party service providers and administrators, financial operations, legal & compliance, staffing, financing/counterparty arrangements and information technology/cybersecurity
* Helping drive the firm's perspective on hedge fund and private credit operational risk issues and the effect of these on the underlying managers and portfolios
* Working closely with the Research, Marketing, Risk and other internal JPMAAM groups.
* Representing the JP Morgan to existing and prospective clients as well as other outside audiences
* Preparing written analysis/research for internal use
* Presenting such research at internal Investment Committee meetings and educational sessions
Required qualifications, capabilities and skills
* 10+ years industry experience with 5+ years' experience in an ODD role at a hedge fund/private credit investment or advisory organization
* Undergraduate degree from an accredited institution
* Ability to apply knowledge/experience to a wide variety of alternative investment managers and operating environments to assess operational risks and relevant ESG factors and to identify potential concerns
* Knowledge of the global capital markets and factors driving those marke...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:11
-
We have an obsession 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 f...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:10
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If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the Private Bank Latin America at J.P.
Morgan you will be responsible for maintaining, deepening and enriching client relationships.
You will serve as the primary point of contact for all service related needs of a Private Banking client.
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; partially licensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
* Ability to fluently communicate (written and verbal) in Spanish
* 1+ years of fulltime experience in a similar role
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, 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 ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:10
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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 a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:09
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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
* 5+ years of experience in 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
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 ...
....Read more...
Type: Permanent Location: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:08
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Portfolio Banker is for you.
As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Portfolio 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
* Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
* Champion a culture of innovation and a customer centric mindset
* Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* 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
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
* Minimum of Five 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
* Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
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 ...
....Read more...
Type: Permanent Location: Melville, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:08
-
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 a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:07
-
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 a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Cincinnati, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-22 07:54:06
