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Description
At Chase Home Lending, we are committed to fostering a collaborative and inclusive work environment where you can grow your career and make a meaningful impact.
As a Lending Manager, you will have the opportunity to lead a talented team, drive business growth, and contribute to the success of our Home Equity Line of Credit business.
Join us and be part of a team that values innovation, excellence, and customer satisfaction.
You have a passion for enabling the dream of homeownership and use your knowledge to build deep relationships within the community.
As a Consumer Direct Home Lending Manager in Chase Home Lending, you will play a pivotal role in re-launching our Home Equity Line of Credit business.
You will leverage your expertise in the home lending industry to lead and motivate a team of Home Lending Advisors and Associates who are dedicated to serving our customers' financial needs.
This role offers a unique opportunity to advance your career while making a significant impact on our business.
Job Responsibilities
* Utilize your strong interpersonal skills to effectively manage and grow a team of Home Lending Advisors/Associates, maximizing sales opportunities.
* Demonstrate exceptional leadership by attracting, recruiting, retaining, and developing a successful team who thrive in Chase's business environment.
Provide overall sales leadership, model and coach key behaviors, and ensure effective education and employee development.
* Provide routine feedback and aim to achieve goals, maximizing the sales opportunities presented.
* Foster a high-morale, hard-working team environment that prioritizes customer satisfaction and a passion for exceeding goals.
* Lead and support your team in helping customers access their home equity to finance life events, ensuring a customer-first approach in all interactions.
* Monitor and analyze team performance metrics to identify areas for improvement and implement strategies to enhance productivity and sales results.
Required qualifications, capabilities and skills
* Proven experience in the home lending industry with a strong understanding of mortgage products and services.
* Demonstrated ability to lead, inspire, and develop a high-performing sales team.
* Strong interpersonal and communication skills, with the ability to build relationships and influence others.
* Ability to execute strategic business plans and achieve sales targets while ensuring compliance with regulatory requirements.
* Commitment to continuous improvement and professional development.
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 responsibil...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:55
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Join JPMorgan Chase as a Program & Transformation Director and help shape the future of Merchant Services Client Onboarding and Servicing.
You will lead transformative initiatives, drive execution, and foster innovation across a dynamic, multi-workstream environment.
Collaborate with talented professionals and senior leaders to deliver impactful results.
Experience career growth and professional development in a supportive, inclusive workplace.
Be part of a team that values creativity, collaboration, and continuous improvement.
As a Program & Transformation Director, Merchant Services COS at JPMorgan Chase, you will oversee the execution of strategic programs within the Merchant Services Client Onboarding and Servicing business.
Reporting to the Head of Transformation, you will orchestrate multiple workstreams and subworkstreams, ensuring alignment with business objectives.
You will manage dependencies, drive cross-functional collaboration, and deliver results in a fast-paced environment.
The role offers the opportunity to directly own critical subworkstreams and transition to managing a team as the program scales.
You will play a key role in shaping program management and transformation practices.
This position focuses on leading high-impact programs that support the Merchant Services product set.
You will build strong relationships with internal partners across product, design, technology, and business leadership.
The role requires exceptional communication skills to influence and mobilize resources at all levels.
You will champion innovation and contribute to the development of new policies and ideas.
The position may begin as an individual contributor, with a likely transition to managing 4-6 VP-level team members within 12 months.
Job Responsibilities:
* Lead the transformation and execution of strategic plans into high-impact programs and projects for Merchant Services COS.
* Oversee and govern the progress of multiple related workstreams and subworkstreams, ensuring alignment with business strategy.
* Directly own and execute one or more critical subworkstreams, ensuring delivery against program objectives.
* Apply exceptional program management skills to plan, organize, and deliver complex initiatives on time and within scope.
* Drive clear, effective communication at all levels, tailoring messaging for executive leadership, stakeholders, and cross-functional teams.
* Foster a productive and inclusive work environment, building diverse teams and promoting continuous learning.
* Champion innovation by encouraging creative problem-solving and adoption of new technologies.
* Build and maintain strong relationships with internal partners to ensure successful program delivery.
* Manage conflict and facilitate discussions to create win-win solutions and drive consensus.
* Contribute to the development of new policies and ideas to enhance program management and transformation practices.
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:54
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Pikesville, US-MD
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:53
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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
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...
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Type: Permanent Location: Thousand Oaks, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:52
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:51
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Collections Specialist I within JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound/outbound Collections calls (potentially over 100 daily), delivering comprehensive support for financial products.
* Utilizescustomer service expertise to interpret needs and deliver continuous insights.
* Navigatesmultiple computer systems with efficiency, demonstrating adaptability and resilience.
* Excelsboth independently and collaboratively, driving team success and achieving goals.
* Followsall regulatory and departmental practices and procedures diligently.
* Takes ownership of each customer interaction while treating them with respect and responding with empathy.
Required qualifications, capabilities, and skills
* Communication, negotiation, information gathering, and decision-making skills.
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately.
* Ability to manage complex customer interactions using empathy, composure, and sound judgment.
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments.
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments.
* Ability to solve problems and effectively present and explain solutions.
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals.
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting.
* High school diploma or GED required.
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities.
* Developing skills in using AI technology for...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:50
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Are you ready to lead and innovate in the world of finance? Join JP Morgan Chase as an Implementation Vice President and be at the forefront of delivering exceptional client experiences.
This role offers you the opportunity to shape the future of treasury product implementations for global clients.
Elevate your career with endless growth opportunities and make a meaningful impact in a dynamic and diverse team.
Your expertise will drive innovation and success in a fast-paced environment.
As a Client Technical Onboarding Vice President within the Commercial & Investment Bank, you will lead the charge in managing complex technical treasury product implementations.
You will play a pivotal role in ensuring our clients have a seamless onboarding experience, leveraging your skills to build strong relationships and drive impactful outcomes.
Join us in a collaborative and inclusive environment where your contributions matter and innovation thrives.
Job Responsibilities
* Manage projects the Global Client Technical Onboarding organization to include process improvement and client experience related initiatives.
* Meet and connect with internal partners through Zoom, Email and other collaborative technologies
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Manage client and partner expectations and understanding across initiatives
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Scope client requests and translate business requirements into detailed technical specifications for treasury services
* Use Microsoft Office tools to document meeting agendas and minutes and project plans.
Use of workflow tools for status updates and document repository
* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required qualifications, capabilities, and skills
* 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
* Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
* Ability to clearly communicate, partner and influence - leading others to a common goal
* Exhibit adherence to policy and procedures and meet or exceed established SLA
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Experience in coaching or mentoring employees and proven ability to successfully manage conflict
* Strategic thinking with the ability to adapt to change
* Microsoft Office Suite experience and p...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:49
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in Commercial Card, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Develop consultative client facing content (relationship reviews, commercial card and B2B pitchbooks) along with product specific content to align with the overall value messaging
* Engage with Innovation Delivery Team leads around product commercialization to ensure internal artifacts meet sales and client management needs and that there is alignment across all products
* Manage weekly training forum ensuring training content is client centric and fit for purpose, hosting weekly calls, recording via zoom and posting for easy access
* Support Treasury Services Product Marketing engagements with Commercial Card, engaging subject matter experts to support campaign deliverables ensuring outcomes align with Commercial Card and B2B Payable objectives
* Manage and curate Commercial Card product presences across databases (Sales Hub, OneSource SharePoint sites) for 30+ products
* Leverage centralized product newsletter, Payment Readiness Weekly, to promote the Commercial Card agenda
* Partner with Commercial Banking Market Readiness on product commercialization outputs
* Draft, package and align on Treasury Services Commercialization quarterly roadmap
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Knowledge and experience selling emerging payment solutions or treasury solutions particularly in go to market, product management, product marketing, communications, treasury management sales, or business to business sales
* Strong writing skills and proven experience communicating key value messages across matrixed organizations along with ability to manage multiple projects and diverse engagements with focus on the details
* Enthusiastic self st...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:49
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist II in Collections at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound/outbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, negotiation, information gathering, and decision-making skills
* Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues a...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:48
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Join our dynamic Commercial Banking Client On-boarding (CBCO) Know Your Customer (KYC) Organization, where we lead the charge in supporting client coverage by fulfilling essential Anti-Money Laundering (AML) and KYC requirements.
As a Wholesale Know Your Customer Relationship Officer (KRO) within the AML/KYC Operations team, you will collaborate closely with Bankers to ensure all client KYC records adhere to stringent regulatory standards.
In this pivotal role, you will be responsible for delivering high-quality and timely completion of due diligence requirements at both the inception and renewal of client relationships, joining a team dedicated to excellence and compliance in every client interaction.
Job Responsibilities:
* Consultatively manage client and partner expectations and understanding.
* Take ownership of the KYC/AML and client experience.
* Ensure KYC/AML deliverables are met, holding internal partners accountable.
* Maintain a thorough understanding of KYC/AML processes, addressing delays and inefficiencies.
* Effectively manage operational risk by maintaining diligent awareness of process risks.
* Escalate risk items appropriately and drive issues to resolution.
* Support bankers in the client selection process to effectively manage client risk.
* Independently oversee the renewal cycle of Due Diligence Forms in partnership with Relationship Management.
* Be accountable for timely portfolio management while upholding quality standards.
Required qualifications, capabilities and skills:
* BA/BS degree or equivalent work experience in financial services.
* Ability to properly identify AML risks and apply the AML/KYC policy concepts.
* Strong verbal and written communication skills.
* Excellent time management and organizational skills.
* Strong analytical and problem-solving skills.
* Willingness to travel as needed (less than 25%) to support various client coverage teams.
Preferred qualifications, capabilities and skills:
* Working knowledge of risk factors that may impact specific products and industries.
* Ability to multi-task effectively and leverage internal resources.
* Excellent attention to detail.
* Strong client focus and ability to partner with various internal groups.
* Independent, self-motivated with an ability to adapt and be flexible in a team environment.
* Previous credit training or underwriting experience.
* Ability to navigate client relationships and product usage.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship.
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 ...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:47
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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
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.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: San Marcos, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:46
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Valid and active FINRA Securities Industry Essentials (SIE), Series 7, and 63 (or equivalent) is highly preferred
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
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...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:45
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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
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.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:45
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:43
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Come join JPMorgan Wealth Management as an Agility Lead where you will be responsible for educating and adopting agile methodologies and practices within the team and encourage a culture of consistency and high performance in a leading financial institution.
As an Agility Lead on the J.P.
Morgan Wealth Management Portfolio Product team, you will work with product and technology teams to enable the team to enhance productivity and efficiency, championing continuous improvement, and empowering teams to adapt to changing requirements and priorities.
As an agility coach, you will champion continuous improvement, strategic thinking, and encourage an environment that fosters autonomy, mastery, & purpose.
You will leverage your expertise to empower teams to deliver in the face of evolving requirements and priorities.
Job Responsibilities
* Facilitate the adoption and adaptation of agile methodologies within teams and provide guidance, training, and support to propel continuous improvement and high performance
* Work with the Area Product Owner/Product Manager to align teams with the product vision, sprint activities, and other necessary information.
* Enable agile delivery by facilitating the prioritization of tasks and managing resources to effectively address complex situations to achieve goals.
* Coach product owners in creation and maintenance of the product backlog, including empirical planning.
* Analyze and interpret policies, identify key barriers, and apply your critical thinking skills to address challenges within the product development lifecycle.
* Communicate organizational impediments to leadership, clear impediments for the team.
* Create an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts.
Required Qualifications, Capabilities, and Skills
* 7+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and product management
* Possess knowledge of product development lifecycle stages, methodologies, and best practices, enabling effective guidance and support for teams
* Possess excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at various levels within the organization, effectively guiding group discussions and decision-making processes within the domain context
Preferred Qualifications, Capabilities, and Skills
* Formal training on Agile coaching, such as recognized coaching certifications
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 t...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:43
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Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience.
As a Relationship Manager within the Technology Media & Telecoms team in Merchant Services, you will manage a select portfolio of global large corporate clients.
You will collaborate closely with the firm-wide bank coverage team, JPMorgan Payments Treasury Services.
Your role involves maintaining strong relationships with key decision-makers and influencers within your assigned client relationships.
You will work towards meeting JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting existing business, and identifying, pursuing, and acquiring additional business within your designated portfolio.
Job responsibilities
* Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction
* Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, Corporate Client Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery
* Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services
* Establish and maintain strong internal partnerships with respective JPMorganChase coverage teams through on-going collaboration and communication
* Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments, Treasury Services
* Understand client needs by applying a strategic, consultative selling approach to cultivate payments optimization strategies and develop appropriate product solution recommendations
* Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business
* Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment
Required qualifications, capabilities, and skills
* 8 + years of experience in strategic relationship management and/or business development in the Payments industry
* Contract negotiation experience
* Senior sales and account executive management experience
* Experience managing complex clients
* Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients
* Experience and comfort level working with C-suite level client stakeholders
* Demonstrated track record of collaboration across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners
* Demonstrated ability to work a...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Evergreen, US-CO
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:41
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:41
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Are you a driven and experienced Technical Product Manager with a passion for CRM and the Markets business? We are seeking a leader at the Executive Director level to join our team.
In this role, you'll thrive in a dynamic and collaborative environment that values diversity and inclusion, while having the opportunity to shape the future of CRM platforms within the Markets business.
Job Summary:
As an Executive Director in Digital Markets, Markets CRM Product team, you will play a pivotal role in defining and delivering the core building blocks of our CRM Platform, ensuring it meets the needs of our Markets business from a stability and performance perspective.
This role focuses on managing the Platform element of the CRM Product and reports directly to the Head of CRM Markets Product.
Job Responsibilities:
* Lead the strategic development and management of the Core Platform/Product container, ensuring seamless integration with other product components.
* Define and implement advanced system entitlements, visibility rules, and user preferences to enhance platform functionality.
* Develop and maintain a sophisticated user persona framework to tailor the CRM experience to diverse user needs.
* Drive the development of mobile capabilities to ensure accessibility and usability across devices.
* Integrate AI/LLM frameworks to enhance the platform's intelligence and automation capabilities, while safeguarding against hallucinations and ensuring that only data accessible to the LLM is surfaced in line with visibility rules.
* Collaborate with cross-functional teams to align platform development with business objectives and user requirements.
* Provide technical leadership and guidance to ensure the successful delivery of platform features and enhancements.
* Oversee the technical roadmap and ensure alignment with strategic business goals.
* Ensure system up-times and reliability meet prescribed standards by implementing robust monitoring and alerting systems.
* Monitor API and UI performance to ensure optimal user experience and system efficiency.
* Implement performance metrics and conduct regular reviews to identify and address potential issues proactively.
* Develop a federated platform model that allows other teams to contribute, ensuring scalability and innovation.
* Define and enforce technical and UX standards that contributors must comply with to maintain platform consistency and quality.
* Create and implement a governance model to ensure adherence to established standards and facilitate seamless collaboration across teams.
Required Qualifications, Capabilities, and Skills:
* Demonstrate substantial experience in Technical Product Management, with a strong track record of delivering successful products.
* Possess in-depth understanding of the Markets business and CRM systems.
* Exhibit strong technical abilities, with experience in defining and delivering...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:40
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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 Computer Science, Computer Engineering, Information Technology, Data Engineering, or related field of study plus 5 years of experience in the job offered or as Software Engineer, Solution Specialist, Data Analyst, Data Engineer, Systems Engineer, or related occupation.
The employer will alternatively accept a Master's degree in Computer Science, Computer Engineering, Information Technology, Data Engineering, or related field of study plus 3 years of experience in the job offered or as Software Engineer, Solution Specialist, Data Analyst, Data Engineer, Systems Engineer, or related occupation.
Skills Required: This position requires experience with the following: Developing with one or more modern programming languages such as Python or PySpark; Building workflows using ETL tools such as Informatica and scheduling using tools such as Airflow, Control-M or Autosys; Hadoop ecosystem and querying patterns; AWS cloud services such as S3, EC2/ECS, or Athena/Aurora/Dynamo; Utilizing programming languages such as SQL or PL/SQL to access data or perform derivations/manipulations to the data; and Building reports for business consumption using tools such as Tableau.
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 forfe...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:39
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Lakewood, US-CO
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:38
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: West Bend, US-WI
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:37
-
Be part of a forward-thinking team that values innovation, collaboration, and excellence.
Job Summary
The Recovery & Resolution Planning (RRP) team sits within the Corporate Treasury & Chief Investment Office (CTC) as part of the Treasury function.
The RRP team is a firmwide function responsible for maintaining the Firm's Global and International Recovery and Resolution plans for the company and its material legal entities.
These plans are required by the Firm's US and international regulators, and demonstrate how the we would operate when faced with material financial distress or failure of the company or material legal entities.
As an Executive Director within the RRP team, you will play an important role in developing the resolution plans for our bank holding company and our insured depository institution subsidiary.
You will also act as the primary authority on US recovery & resolution (R&R) planning rule requirements and supervisory expectations, which will include offering strategic guidance, interpreting rules, and supporting the firm's advocacy efforts in relation to R&R planning.
You will also lead a team tasked with maintaining the firm's R&R capabilities and contingent actions inventories and the associated testing and assurance frameworks, and the execution of central testing and assurance activities managed by the RRP team.
Job Responsibilities
* Maintain a deep level of expertise on rule requirements and supervisory expectations for US R&R planning
* Own the strategic direction for/lead the development of the resolution plans for our bank holding company and our insured depository institution subsidiary
* Work with the RRP team, corporate functions and Lines of Business (LoBs) to help drive delivery of the resolution plans for our bank holding company and our insured depository institution subsidiary in line with supervisory expectations
* Manage the ownership of key resolution planning documents such as the executive summary and public document within our bank holding company's resolution plan
* Represent the Firm's advocacy position R&R [and TLAC] related matters with policy makers and trade associations
* Manager the maintenance of the Firm's recovery and resolution capabilities inventory and associated testing and assurance framework
* Own the maintenance of the Firm's comprehensive list of contingent actions and associated testing and assurance framework
* Plan and execute central testing and assurance activities managed by the RRP
* Represent the Firm with supervisors in their reviews of the firm's capital management framework and recovery and resolution plans
Required qualifications, capabilities and skills
* 10+ years of experience working with US regulations in the financial services sector
* Deep expertise in US Resolution and/or Recovery planning requirements
* Policy Advocacy with US Regulatory Agencies, or work experience in a US Regulatory Agency
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:37
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:35
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Henrico, US-VA
Salary / Rate: Not Specified
Posted: 2025-09-10 08:44:34
