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This is an exciting opportunity for someone who is highly motivated to work in an innovation-focused team and to contribute to our Corporate & Investment Bank business.
As a Pricing Direct Evaluator - Analyst in Private Equity, you will join a revenue-generating team that provides independent valuations and analytics on private equity, as well as 3 million fixed income and derivative instruments, utilizing real-time market intelligence from buy-side and sell-side market participants.
You will play a crucial role in providing accurate and insightful valuations, which are essential for our clients' investment decisions and risk management strategies.
Job responsibilities
* Generate valuation reports on private equity positions, entailing start-to-end responsibilities.
This includes collection and analysis of both private and public market data, valuation report generation, working closely with sophisticated clients, and adherence to strict quality controls.
* Conduct research and development to create cutting-edge methodologies and infrastructure to increase the accuracy and speed of valuations.
* Collaborate with trading desks, market participants, and research teams to enhance market knowledge and understanding of market pricing.
* Address all client concerns daily with an emphasis on providing first-class service and quality, whether via emails, calls, or in-person meetings.
* Explore new areas of product growth with a focus on autonomously developing innovative ideas and solutions.
Required qualifications, capabilities, and skills
* Firm understanding of the principles of equity valuation and data science.
* Strong communication skills, both oral and written.
* Strong software development skills in Python and Excel VBA.
* Ability to collect and analyze large amounts of market information, extract its essence, and incorporate the findings into valuation processes.
* Clear, logical thinker with strong quantitative abilities.
* Ability to thrive in a fast-paced environment of real-time market pressures, remaining focused on client needs.
Preferred qualifications, capabilities, and skills
* Previous market or quantitative experience in equity markets (public or private).
* Previous experience in implementing machine learning models in a business environment.
* Bachelor's degree or higher, ideally in a STEM field such as Computer Science, Financial Engineering, Mathematics, Physics, Finance, or Economics.
* Knowledge of Machine Learning, Statistical, and Artificial Intelligence techniques.
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, co...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:57
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Collaborate with a company committed to shaping the future of site reliability in financial services.
Together, let's innovate and accomplish the extraordinary.
As a Senior Principal Site Reliability Engineer at JP Morgan Chase within the CIB Markets Spread Technology LOB, you have proven experience building resilient systems and driving enhancements to deliver market-leading technology.
You are a force multiplier at both a line-of-business and firmwide level, and are seen as a thought leader in cross-functional engineering that builds a culture of reliability.
Job responsibilities
* Develops and implements strategies to enhance the operational efficiency and supportability of large-scale platforms, ensuring seamless integration and minimal downtime.
* Leads initiatives to automate repetitive tasks and processes, reducing manual intervention and increasing system reliability.
* Collaborates with cross-functional teams to identify and address operational inefficiencies, driving continuous improvement in system performance and supportability.
* Partners with stakeholders to align operational strategies with business objectives, ensuring that technical solutions meet organizational needs.
* Designs and delivers software to improve the availability, scalability, latency, and efficiency of complex and large-scale systems
* Influences and creates new designs, architectures, standards, and best practices in support of service level objectives
* Troubleshoots priority incidents, conducts blameless post-mortems, and ensures permanent closure of incidents
* Designs and conducts performance tests and identifies bottlenecks and opportunities for optimization and the capacity demand
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 15+ years applied experience
* 15+ years of experience leading technologists to manage, anticipate, and solve complex technical items within your domain of expertise
* Expert knowledge of software applications and technical processes with considerable depth in more than one technical discipline
* Experience with detecting opportunities to automate, combine, or simplify control points and executing solutions
* Ability to lead ongoing assessments to improve application
* Deepened understanding of using techniques to creative innovative solutions to roadblocks (e.g., design thinking, continuous improvement, rapid prototyping, etc.)
* Deemed an innovator across functions and advises leadership on new technologies and their potential to elevate the firm
* Expertly executes complex and scalable coding frameworks using appropriate software design frameworks
Preferred qualifications, capabilities, and skills
* Advanced Python and/or Java experience
* AWS Associate or Professional level qualifications
JPMorganChase, one of the oldest financial institutions, offers innovati...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:57
-
This is an exciting opportunity for someone who is highly motivated to work in an innovation-focused team and to contribute to our Corporate & Investment Bank business.
As a Pricing Direct Evaluator Associate in Private Equity, you will join a revenue-generating team that provides independent valuations and analytics on private equity, as well as 3 million fixed income and derivative instruments, utilizing real-time market intelligence from buy-side and sell-side market participants.
You will play a crucial role in providing accurate and insightful valuations, which are essential for our clients' investment decisions and risk management strategies.
Job responsibilities
* Generate valuation reports on private equity positions, entailing start-to-end responsibilities.
This includes collection and analysis of both private and public market data, valuation report generation, working closely with sophisticated clients, and adherence to strict quality controls.
* Conduct research and development to create cutting-edge methodologies and infrastructure to increase the accuracy and speed of valuations.
* Collaborate with trading desks, market participants, and research teams to enhance market knowledge and understanding of market pricing.
* Address all client concerns daily with an emphasis on providing first-class service and quality, whether via emails, calls, or in-person meetings.
* Explore new areas of product growth with a focus on autonomously developing innovative ideas and solutions.
Required qualifications, capabilities, and skills
* Firm understanding of the principles of equity valuation and data science.
* Strong communication skills, both oral and written.
* Strong software development skills in Python and Excel VBA.
* Ability to collect and analyze large amounts of market information, extract its essence, and incorporate the findings into valuation processes.
* Clear, logical thinker with strong quantitative abilities.
* Ability to thrive in a fast-paced environment of real-time market pressures, remaining focused on client needs.
Preferred qualifications, capabilities, and skills
* Previous market or quantitative experience in equity markets (public or private).
* Previous experience in implementing machine learning models in a business environment.
* Bachelor's degree or higher, ideally in a STEM field such as Computer Science, Financial Engineering, Mathematics, Physics, Finance, or Economics.
* Knowledge of Machine Learning, Statistical, and Artificial Intelligence techniques.
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, co...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:56
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Join our fun, high-energy team as a Community 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 Community 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
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* 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
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:54
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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 on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Technology.
The Technology 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 client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 5+ years of related experience
* Strong understanding of Commercial Banking products and services
* Understanding and interest in high growth software, payments, ecommerce and marketplaces
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* 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
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
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 client...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:54
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We are HR Data and Analytics, a centralized global team responsible for all aspects of workforce data strategy, analytics and data governance.
We have a vision to help make individuals, teams, and businesses at JPMC among the most engaged and productive in the world.
Our mission is to create workforce insights that allow leaders to make evidence-based people decisions that help drive measurable business outcomes.
As a Data Science Lead in our HR Data & Analytics team, you are not only strong in both quantitative skills and business acumen, but also a great collaborator with your team members and internal clients.
You translate abstract business asks to analysis tasks or agenda, conduct analysis, and communicate results with relevant parties.
You are a valuable contributor to our intellectual capital - Accumulate institutional knowledge about our workforce, explore and develop different tools and analysis methods in the context of HR, and create relevant templates to drive synergy across HR analytics work.
Last but not least, you embrace a mentoring mentality in developing junior team members through collaboration in analysis work.
Job Responsibilities
* Conduct analysis based on past and current HR and business data to generate relevant, actionable insights that answer the question of "so-what," and support leadership in making evidence-based decisions.
* In support of this analysis, design and implement relevant analytics, explanatory models, and, if appropriate, predictive models, including exploratory data analysis, feature engineering, , data quality checks, and model performance evaluation.
* Manage the design, build, and delivery of analytical solutions with a pragmatic approach in evaluating multiple solutions.
* Develop new analysis ideas based on observations in the existing book of work and data assets.
* Work with business users to measure the realized benefit of delivered solutions.
* Capture and understand end-user requirements, translate them into customized analytical solutions, and communicate results via reports, presentations, and insightful visualizations.
* Collaborate with team members to deliver analysis results to business leaders.
* Collaborate with data sourcing and technology teams for data acquisition, platform onboarding and enhancement, and production deployment.
* Adhere to relevant regulatory, compliance, and control policies and procedure.
Follow best practices when handling proprietary and sensitive data.
Required Qualifications, Capabilities, and Skills
* 7+ years of experience with a Bachelor's degree in a related social science, business, or quantitative analysis discipline (e.g., Economics, Business, IO Psychology, Statistics, Business Analytics, Computer Science), or 3+ years with a higher degree, and experience in industry or at a top management consulting firm.
* Experience in Human Resources for Financial Services, or allied areas, including peop...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:53
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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 continued employm...
....Read more...
Type: Permanent Location: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:52
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Milford, US-NH
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:51
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Join our dynamic team as a Global Exchange Traded Funds Operations Control Manager, where you'll drive impactful change and innovation in the Custody Exchange Traded Funds (ETF) space.
This role offers unparalleled career growth and the opportunity to collaborate with global stakeholders, enhancing your skills in risk management and data visualization.
Be part of a team that values proactive solutions and continuous improvement.
As a Global Exchange Traded Funds Operations Control Manager within the Custody Exchange Traded Funds team, you will lead efforts to strengthen our control environment and mitigate operational risks by working closely with global partners to ensure effective risk governance.
Your role is crucial in shaping a proactive risk culture, delivering exceptional client experiences, and driving strategic initiatives that enhance our operational framework.
You will be at the forefront of operational excellence, utilizing advanced data visualization tools to analyze trends and implement best-in-class governance practices.
Collaborate with cross-functional teams to drive intelligent automation, streamline processes, and ensure our operations are efficient and resilient.
Your expertise will be key in coordinating audit and regulatory reviews, fostering a culture of transparency and accountability.
Job Responsibilities:
* Lead proactive risk governance and perform root-cause analysis to identify and mitigate operational risks.
* Conduct targeted reviews and utilize Failure Mode & Effect Analysis (FMEA) to enhance control measures.
* Ensure controls are effectively designed and implemented, fostering a proactive risk culture.
* Analyze program-related data and develop reports to support business strategies.
* Participate in end-to-end process walkthroughs and develop CORE documentation.
* Manage control meetings, including agenda setting, action tracking, and closure.
* Oversee the implementation of intelligent automation tools to improve client experiences.
* Develop comprehensive operations risk metrics and trigger-based escalation processes.
* Coordinate audit, compliance, and regulatory interactions, implementing lessons learned.
* Utilize data visualization tools to analyze and present information effectively.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in any discipline.
* 10 or more years of industry experience, with exposure to ETF products .
* At least 5 years of controls and risk management experience.
* Strong analytical skills and ability to interpret complex data.
* Excellent written and verbal communication skills.
* Highly organized with the ability to manage competing demands.
* Strong knowledge of ETF and/or Custody operations.
* Proficiency in data visualization tools.
Preferred Qualifications, Capabilities, and Skills:
* Experience in utilizing data quality, data visualization, and machine l...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:48
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Join our esteemed Credit Structuring team within the Credit Trading division as a Vice President focusing on product development.
This role offers a unique opportunity to be at the forefront of innovative credit product structuring and development, working on a diverse range of transactions and platforms.
Job Description:
As a Credit Structuring Product Development Vice President for the Credit Structuring team, you will play a pivotal role in shaping and executing structured credit solutions, enhancing our issuance platforms, and collaborating with Sales and clients to elevate investor understanding and utilization of our credit platform capabilities.
Your key focus will be on developing tailored credit solutions for the US insurance market, addressing the specific needs and regulatory requirements of insurance clients, as well as engaging with sophisticated credit hedge funds to deliver bespoke investment strategies.
Job Responsibilities:
* Develop infrastructure and technology solutions to provide scalable products and solutions within the credit ecosystem, ensuring efficiency and innovation in product delivery.
* Lead the structuring and execution of complex credit products, including structured credit notes, swaps, and derivatives.
* Develop and manage new issuance platforms and structured issuance programs, with a particular emphasis on solutions for the US insurance sector.
* Engage with clients and internal teams on Bond TRS and other innovative credit products, ensuring alignment with the strategic goals of insurance clients and sophisticated credit hedge funds.
* Collaborate with Sales and clients to design and implement credit solutions that meet the unique investment criteria and regulatory standards of US insurance companies and hedge funds.
* Interact with sophisticated credit hedge funds to understand their investment strategies and tailor credit products that align with their risk-return profiles.
* Produce impactful written notes and presentations to communicate market insights and product strategies to clients and internal stakeholders.
Required Qualifications, Capabilities, and Skills:
* Strong background in structured products, general derivatives, and credit derivatives.
* Excellent communication skills, both written and oral, with the ability to convey complex ideas clearly and concisely.
* Proficiency in programming (particularly Python) and statistical methods, with strong analytical and quantitative skills.
* Demonstrated project management skills and the ability to work under pressure and meet tight deadlines.
* Aptitude for problem-solving and a proactive approach to driving transactions to completion.
* Experience with repackagings and an understanding of risk premia strategies.
* Proficiency in Excel and PowerPoint.
This role is ideal for a dynamic individual who is eager to contribute to the development of innovative credit solutions tailor...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:47
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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: North Babylon, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:45
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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: Hampton Bays, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:44
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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, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup Banking.
The Startup Banking 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 ongoing relationship management with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Startup Banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Be knowledgeable and understanding to a founder's journey and business life cycles.
* Oversee on-going client relationship management and responsiveness, as well as identifying opportunities to deepen the existing relationship.
Responsible for documenting meetings and interactions with call reports and maintaining CRM system updates.
* Deepen existing relationships by delivering the entire Firm, and lead internal strategic discussions across all our solutions including treasury, credit and payments
* Provide a first class client experience leveraging existing tools and industry insights.
* Oversee, escalate and resolve AML-identified compliance issues and any reputational or negative media issues in coordination with MMBSI management and the appropriate escalation forum.
Support KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the early stage (pre series A) startup ecosystem and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 5+ years of related experience
* Strong understanding of Commercial Banking products and services
* Proficiency in building and maintaining positive client relationships
* Strong communication, interpersonal and influencing skills, with the ability to establish credibility and strong partnerships
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
JPMorganChase, one...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:43
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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 continued employm...
....Read more...
Type: Permanent Location: Thousand Oaks, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:42
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Bellingham, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:41
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Lynnwood, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:40
-
Job Summary
As a Ratings Advisory Associate in the Investment Banking Division, you will be a key player in the origination and execution of the firm's business.
You'll have experience developing strong relationships with corporates and financial institution clients as well as key decision makers at the rating agencies.
You'll work as advisor to clients and on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, leveraged buy-outs, restructurings, debt/loan and equity capital raises.
You will develop strong functional skills in the major areas of investment banking and become a senior banker who is capable of generating and executing transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Supporting senior bankers on deals with ability to drive forward work relating to client interactions and deal executions
* Drafting and refining marketing/execution materials for maximum client impact
* Creating and reviewing financial projection models and rating agency models
* Conducting, reviewing and coordinating analytic work to move marketing/execution processes forward
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Keeping abreast of key market and rating agency specific developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Economics, Finance and/or related major
* Minimum 2 years of work experience in a credit rating agency, ratings advisory, investment banking front office, credit risk or related role
* Experience with credit rating agency methodologies
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:38
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Valrico, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:38
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Sugar Land, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:37
-
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: Kyle, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:36
-
J.P.
Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.
J.P.
Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years.
J.P.
Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.
With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking.
As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work closely with the Private Bank Market Leadership and within the Supervisory team to meet existing supervisory procedure requirements.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job responsibilities
* Coordinate and lead monthly meeting with Market Manager.
This includes preparing and presenting key findings and overview of activities in prior month
* Participate in Market Leadership meetings and join Market Team calls.
Interact with employees in the market to address questions and take action to resolve
* Coordinate with employees, management and Registration department on changes to employee registration profile including U4 amendments
* Train new hires and existing employees on procedures or specific topics as needed
* Coordinate with Central Supervision, address suitability concerns, review customized client materials, and act as a liaison for issue resolution.
Review and resolve compliance surveillance inquiries
* Provide principal approval for brokerage trade corrections.
Review and action brokerage account maintenance requests (i.e.
options, margin, QIB)
* Perform oversight of incoming correspondence, checks, and securities.
Review trends and patterns of escalated email violations.
* Provide pre-approval of suitability for accounts to participate in alternative investments; review and determine account eligibility for Initial Equity Public Offerings
* Act as error escalation contact for investment related errors.
This includes reviewing and correcting error as well as completing escalation and reporting
* Act as complaint escalation contact, review circumstance to determine possible complaint, submit to firm wide complaint reporting tool, and coordinate with complaint response team for appropriate resolution
* Act as liaison for annual compliance branch exam.
Work with Market Manager to address any remediation needed
Required qualifications, ca...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:35
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Fox Lake, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:34
-
The JPMorgan Chase Corporate Third Party Oversight (CTPO) team is responsible for developing, deploying, overseeing and ongoing reporting of the firmwide programs that ensure the effective use of third parties and inter-affiliates to accomplish JPMorgan Chase's strategic goals.
This includes building awareness of the programs at the firm and ensuring consistency globally across both the lines of business and corporate groups.
It also includes understanding and dissemination of regulatory requirements and reporting to regulators on the status of key initiatives.
The major focus of the program is to ensure our third parties are performing to the same high standards to which JPMorgan Chase holds itself accountable, including client service, quality, control, regulatory compliance, business resiliency and protection of information.
As a Strategy and Project Manager in Corporate Third Party Oversight (CTPO), you will be at the center of a fast paced third party risk management environment responsible for implementing projects and processes to drive strategic priorities, business transformation and operational efficiency initiatives.
You will focus on implementing processes and tools that will strengthen controls, improve transparency, and enhance user experience.
You will manage and execute various high visibility cross-functional projects by managing the project plans, and balancing global and regional priorities through working with key partners while addressing stakeholder requirements and managing multiple dependencies.
Job Responsibilities:
* Manage all activities for key strategic initiatives, from inception all the way through closure of each initiative
* Define problems/needs and solutions ensuring proper communication is conveyed to key decision makers and impacted stakeholders
* Identify opportunities for efficiency within the program and drive change and process improvements through influencing stakeholders
* Create project plans (excel/MS Project) and monitor key milestones, deliverables, and dependencies
* Report project statuses to key stakeholders, using standard formats, ensuring timelines are met
* Manage issues tracking, escalation and resolution as well as identification and monitoring of project risk trends and concerns
* Engage and interact with relevant stakeholders during requirements gathering sessions, feedback sessions, focus groups, and user groups
* Author project related communications and create project artifacts in support of the overall delivery of initiatives
* Work closely with CTPO's Governance, Risk and Design teams to review and prioritize technology enhancement requests
Required qualifications, capabilities, and skills:
* Minimum of bachelor's degree
* 10 years+ of experience in project management, process improvement, governance, and technology within financial services or operations environment
* Knowledge of risk management and control principles...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:33
-
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 a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
* Bilingual English / Mandarin
Preferred qualifications, capabilities, ...
....Read more...
Type: Permanent Location: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:33
-
J.P.
Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.
J.P.
Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years.
J.P.
Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.
With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking.
As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work closely with the Private Bank Market Leadership and within the Supervisory team to meet existing supervisory procedure requirements.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job responsibilities
* Coordinate and lead monthly meeting with Market Manager.
This includes preparing and presenting key findings and overview of activities in prior month
* Participate in Market Leadership meetings and join Market Team calls.
Interact with employees in the market to address questions and take action to resolve
* Coordinate with employees, management and Registration department on changes to employee registration profile including U4 amendments
* Train new hires and existing employees on procedures or specific topics as needed
* Coordinate with Central Supervision, address suitability concerns, review customized client materials, and act as a liaison for issue resolution.
Review and resolve compliance surveillance inquiries
* Provide principal approval for brokerage trade corrections.
Review and action brokerage account maintenance requests (i.e.
options, margin, QIB)
* Perform oversight of incoming correspondence, checks, and securities.
Review trends and patterns of escalated email violations.
* Provide pre-approval of suitability for accounts to participate in alternative investments; review and determine account eligibility for Initial Equity Public Offerings
* Act as error escalation contact for investment related errors.
This includes reviewing and correcting error as well as completing escalation and reporting
* Act as complaint escalation contact, review circumstance to determine possible complaint, submit to firm wide complaint reporting tool, and coordinate with complaint response team for appropriate resolution
* Act as liaison for annual compliance branch exam.
Work with Market Manager to address any remediation needed
Required qualifications, ca...
....Read more...
Type: Permanent Location: Birmingham, US-MI
Salary / Rate: Not Specified
Posted: 2025-02-26 07:53:32
