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JOB DESCRIPTION
This Technology Senior Underwriter will manage a Technology renewal book for the DC, Maryland, Virginia territory and oversee/manage technology department results.
The position will primarily be focused on underwriting all lines, including E&O/Cyber, for Technology and Government Contractor opportunities.
The Technology Senior Underwriter must develop book growth, maintain superior relationships and implement effective and profitable pricing rate strategies.
Underwriting will include marketing and servicing accounts based on Chubb guidelines.
The position will be responsible for developing and implementing a business plan to grow the Technology book through prospect identification and pipeline development, new business production and account management in assigned branches.
The Technology Senior Underwriter will have accountability for the financial performance of the Technology book of business, achieving growth for the branch, region and territory.
They will identify opportunities for growth within new and existing production sources, identify cross sell opportunities, conduct agency planning/goal setting including monitoring of progress and make regular broker and insured visits.
This position reports directly to the Regional Technology Manager.
This position will be based on experience in underwriting.
QUALIFICATIONS
Skills
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:46
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JOB DESCRIPTION
As the industry leader in Property & Casualty insurance, Chubb is an employer of choice for individuals aspiring to develop a meaningful career in a fast-paced, high performing company.
We're driving digital transformation in our business, so opportunities abound.
We are looking for those interested in a career that helps people mitigate risk and recover from the unexpected through insurance.
These are full-time positions and offer a compelling opportunity to join a global, growing, financially stable and successful company.
We have designed our Chubb Insurance Professional Program (CIPP), part of our broader Chubb Associate Program, to hone your skills and talents to help you reach your career goals.
By joining CIPP, you will be part of an experience that supports the well-rounded development of critical business skills which in turn contributes to the future success of our company.
Our two-and-a-half-year program is designed to include hands-on business assignments in one of a variety of insurance disciplines, beginning with a six-month rotation in Claims.
This opportunity to experience cross-disciplinary learning is intended to accelerate your ability to contribute to the organization.
Your learning experience will include interactive classroom instruction, team assignments and direct interaction with other early career professionals as well as experienced professionals and engaged leaders.
As part of this program, you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team;
* Collaborative learning and group assignments with program members to help gain broader organizational understanding;
* Technical training to deepen your skill level within your chosen discipline and an understanding of our broader industry;
* Interpersonal effectiveness skill development to help you enhance communication and interactive skills;
* Executive engagement allowing program members the opportunity to network and learn from Chubb's thought leaders;
* Peer mentoring support to help members navigate through professional situations in their early development;
* A pathway to leadership development opportunities and global assignments
These positions are planned to start in August 2025.
Please note that the aforementioned six-month rotation with the Claims team will take place in Jersey City, New Jersey.
Successful candidates will then rotate to join an Underwriting team based in New York City (Manhattan) in February 2026.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:45
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The Shipper Receiver is responsible for performing various responsibilities which include but are not limited to maintaining records of all goods shipped and received, receiving incoming general material from commercial or government freight trucks, as well as UPS, DHL OR FEDEX delivery vehicles; load and unload inbound and outbound material.
Packaging or crating materials for shipment to various organizations.
RESPONSIBILITY LEVEL:
To perform various responsibilities which include but are not limited to maintaining records of all goods shipped and received, receiving incoming general material from commercial or government freight trucks, as well as UPS, DHL OR FEDEX delivery vehicles; load and unload inbound and outbound material.
Packaging or crating materials for shipment to various organizations.
PRINCIPAL DUTIES:
1.
Verify incoming shipments against original orders.
Inspect, sign and stage material that require general distribution or material destined for further shipment).
2.
Sort, load and store items by hand or material lifting equipment such as forklifts, pallet jacks, etc.
3.
Build crates and provide further packaging for all outbound shipments and assure correct packaging/shipping documents are attached.
4.
Address and label packages, record the weight and dimensions of each shipment and prepare shipping invoices.
5.
General housekeeping of warehouse.
6.
Other duties as assigned.
7.
Record items taken from inventory
8.
Use computer system to look up shipping destinations
REQUIREMENTS:
1.
High School Graduate or GED Equivalent.
2.
Warehouse Operations background
3.
Possess computer proficiency to include experience with basic Microsoft Office programs.
4.
Operate various pieces of office and warehouse equipment in the performance of job duties.
5.
Valid driver license.
6.
Ability to obtain forklift certification.
7.
Hold at least an Interim Secret Clearance.
CORE COMPETENCIES:
1.
Ability to effectively and professionally communicate using the English language both in writing and verbally to staff and customers.
2.
Ability to think and react in a professional manner to emergency situations.
3.
Ability to work under stress in a fast paced environment.
4.
Customer Service oriented.
PHYSICAL/SENSORY DEMANDS:
1.
Able to sit and stand for long periods of time.
2.
Ability to move throughout all facilities under this contract's responsibilities.
3.
Ability to see/read/input data effectively
4.
Vision is required to obtain forklift license as well as to visually inspect materials for conformance.
5.
Work involves moderate exposure to unusual elements such as extreme temperatures, dirt and dust.
6.
Extensive physical activity.
Requires strenuous physical work: heavy lifting, pushing or pulling of objects weighing over 50 pounds.
The pay raye for this job is 21.50
In addition to compensation, we offer a benefit program to full-time and part-time employees which includes medical, dental, vision, retirement plan, sick pay, vacation a...
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Type: Permanent Location: Great Lakes, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:44
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Company
Federal Reserve Bank of Kansas City
When you join the Federal Reserve—the nation's central bank—you’ll play a key role, collaborating with leading tech professionals to strengthen and protect our economic, financial and payments systems.
We dedicate more than $1 billion to technology each year to support the Federal Reserve and our economy, and we’re building a dynamic and diverse team for our future.
Important Information
* Open to US Citizens, Green Card holders or Permanent Residents with at least 3 years of residency.
* No sponsorship is available (no OPT, STEM OPT, F-1, H-1B, etc.).
Candidates must have valid work authorization, without an end date to be considered.
* This position requires working on-site with 5 days per month work from home flexibility.
The Federal Reserve Financial Services (FRFS) is seeking a senior to advanced level software engineer with strong expertise with Salesforce, Cloud (AWS), Java and full stack development.
While this role may include frontend development, it is primarily focused on full stack development and delivery.
In addition to application delivery, this role includes providing direct input into our architecture and technology roadmap, serving as a mentor for less experienced development staff, and close collaboration with our FRFS cross functional teams.
Key Activities
* Partner with product owners and customers in the development of innovative solutions that achieve business goals.
* Review and analyzes business and technical requirements and implements technical solutions to meet those requirements.
* Work in multidisciplinary team with full-stack developers.
* Apply the principles of software engineering to the design, implementation, configuration, integration and optimization of multiple applications.
* Create unit tests as part of Continuous Development.
* Conducts peer code reviews, provides recommendations, and works with peers to improve software coding practices.
* Fix bugs and supports QA, UAT, and Production phases of releases.
* Keep abreast of the latest and emerging Salesforce, Cloud, Java and related technologies.
* Foster and apply an agile mindset enabling high-performing teams.
* Provide coaching, education and advocates for development best practices.
* Provide support, troubleshooting, root cause analysis, incident management, and service request management for supported products and environments.
* Perform other duties as assigned.
Basic Qualifications
* Typically requires at least 6 years of relevant experience.
* Bachelor’s degree specializing in STEM (Science, Technology, Engineering, Mathematics), or a closely related field, from an accredited college or university, or equivalent combination of directly related education and/or experience.
* Senior understanding of subject matter.
Has in-depth and/or breadth of knowledge in discipline.
* Proficiency with...
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Type: Permanent Location: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:42
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Company
Federal Reserve Bank of Chicago
The Federal Reserve System (System) was founded by Congress in 1913 and serves as the central bank of the United States.
Its fundamental mission is to foster the stability, integrity, and efficiency of the nation’s monetary, financial, and payment systems to promote optimal economic performance.
As part of the nation’s central bank, the Chicago Fed promotes sound growth and financial stability in the nation and especially in the Midwest region (the 7th district includes most or all the economies of Illinois, Indiana, Iowa, Michigan, and Wisconsin).
The Bank is a thought leader and innovator in numerous areas, including monetary policy, financial markets and stability, bank supervision, payment services, and engagement with the community.
The Chicago Fed’s Research Department is an exciting and important part of the Chicago Fed and the Federal Reserve System.
It has long provided an influential and independent voice in monetary policy, deeply informed by influential and leading-edge staff research and analysis.
The Chicago Fed Research Department also has a variety of unique roles within the System, including involvement with the financial markets and Financial Market Utilities in the district (only Chicago and New York include such entities), leading the System’s Insurance Initiative, and supporting economic well-being in our local communities.
The Bank’s Research Division has approximately 120 employees, including around 40 economists and nearly 20 policy professionals as well as research assistants and administrative and operations staff.
It is organized into several functional teams: Macroeconomics, Microeconomics, Financial economics, Regional economics, Policy and Communications, the Financial Markets Group, the Economic Mobility Project, and operations.
The Federal Reserve Bank of Chicago is committed to providing equal employment opportunity to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, or military service.
NOTE: For consideration for this role, please apply via our search partners, Spencer Stuart, by submitting your resume to: frbc-rd@spencerstuart.com
The Federal Reserve Bank of Chicago (the Bank) is seeking a thoughtful, collaborative, and academically accomplished leader to serve as Director of Research.
This individual will lead a large, research-intensive division that operates more like an academic department than a traditional policy unit—valuing original, high-quality scholarship that informs monetary and financial policy at the highest levels.
Reporting directly to the Bank’s President and serving as a member of the Executive Committee, the Director will help shape the Bank’s strategic direction and policy contributions within the Federal Reserve System.
With several senior leaders reporting to them, the Director will also play a key role in advancing the Bank’...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:42
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Company
Federal Reserve Bank of Atlanta
As an employee of the Atlanta Fed, you will help support our mission of promoting the stability and efficiency of the U.S.
economy and financial system.
Your work will affect the economy of the Southeast, the United States, and the world.
The work we do here is important, and how we do it is just as important as what we do.
We live our values of integrity, excellence, and respect every day.
We do the right thing, we do things right, and we treat people right.
A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
We are a dynamic environment that requires days in the office.
In office requirements, as amended from time to time, are an essential function of the position.
Responsible for the installation and maintenance of Bank centralized Cisco oriented local and wide area networks.
Also responsible for administering Microsoft TEAMS Phone environment.
Support of Microsoft TEAMS Phone consists of configuring and installing physical phones along with coordination of business area requirements.
Provides guidance to less experienced staff and delegates tasks to accomplish projects and goals.
Research network vendor products to determine those which best meet Bank needs; assists in presentation of information to management resulting in purchase and installation of hardware and software.
Maintains contingency plans and coordinates testing.
Performs performance and capacity monitoring and tuning.
Ensures that security procedures are implemented and enforced.
Maintains policies, procedures, and standards.
Participates in strategic planning and on District-wide workgroups.
Key Responsibilities:
* Installs or oversees the installation and maintenance of Cisco hardware and software.
Develops detailed work plans for both installation and continuing maintenance.
Guides and directs a team of technicians involved in tasks and activities relating to network monitoring, operations, installations and maintenance of LAN/WAN networks.
* Support of Microsoft TEAMS Phone for the district which consists of configuring and installing physical phones along with coordination with central IT to support business area requirements.
* Consults with District end users on LAN/WAN computing needs.
Assists users in problem analysis and provides technical support.
Troubleshoots and resolves District end user problems as reported to the Corporate Help Desk.
Analyzes and evaluates systems including hardware and software products to meet needs of users.
Provides consultation to other department technical staff.
* Proven experience and understanding of networking concepts including OSI layers, networks, protocols.
* Manages projects for implementation of new LAN/WAN systems.
Acts as project leader on District-wide automation projects; prepares and reviews documentation, and coordinates needed support activity for LAN/WAN environments, a...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:41
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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 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
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Ames, US-IA
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:40
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Company
Federal Reserve Bank of Atlanta
As an employee of the Atlanta Federal Reserve Bank system, you will help support our mission of promoting the stability and efficiency of the U.S.
economy and financial system.
Your work will affect the economy of the Southeast, the United States, and the world.
The work we do here is important, and how we do it is just as important as what we do.
We live our values of integrity, excellence, and respect every day.
We do the right thing, we do things right, and we treat people right.
A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
We are a dynamic environment that requires 100 percent on-site work for this position.
Under immediate supervision, develops proficiency through formal training and ongoing on the job experience..
Performs routine assigned tasks from detailed instructions and established policies and procedures..
Performs physical security functions, enforces Federal Reserve policies/regulations, and applicable federal laws to protect Bank staff and assets..
Responds to incidents on Bank property and provides emergency services..
This position is an essential function of the Bank and may require extended work hours and/or work during emergency or crisis situations..
Maintains designation required to operate as a law enforcement officer pursuant to the authority given the Board of Governors by Section 11 (q) of the Federal Reserve Act and the Uniform Regulations for Federal Reserve Law Enforcement Officers.
Meets minimum requirements of all department standards and training requirements.
Develops, demonstrates and maintains proficiency in all aspects of key responsibilities such as: operating policies, weapons (lethal and non-lethal), physical security equipment, first aid and CPR, firefighting techniques, civil disorders, and public relations.
Must exhibit spontaneous sound/reasonable judgment over life safety issues, the discrete handling of detected weapons and/or explosive devices and the proper handling of sensitive information and incidents.
Performs security and safety related duties.
Patrols building/grounds and reports unusual situations or unauthorized individuals, responds to alarm conditions and provides emergency services.
Monitors surveillance equipment, intercoms, telephones, radios, and other specialized equipment.
Monitors Bank departments for safety or security violations and reports findings to department management.
Prepares appropriate shift reports, incidents reports and other required paperwork as necessary.
Controls pedestrian and vehicle access to the facility through use of screening equipment to detect unauthorized items prior to entry to Bank property.
Inspects vehicles entering security sensitive areas for unauthorized personnel or contents.
Monitors and authorizes visitors accessing Bank facilities and records visitor data on appropriate logs.
On an as needed basis may conduct init...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:40
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JPMorgan's Global Sponsors Private Side Sales team works on originating, structuring, and executing fund and asset-backed financing solutions for private equity, infrastructure, secondaries, credit, and real estate fund clients.
As an Analyst, you will support senior team members in managing sponsor client relationships across North America, handling transactions such as private and public equity-backed margin loans, subscription lines, NAV lines, infrastructure credit ABLs, and alternative credit financings.
Key Responsibilities:
* Assist in the origination and negotiation of fund financing opportunities secured by equity and credit assets.
* Manage deals from inception to completion, including pitch generation and coordination of internal approvals and external counsel.
* Collaborate globally with banking, trading, credit, structuring, and other internal partners to execute transactions and work on strategic initiatives for the team
* Partner with interest rate, foreign exchange, and commodities teams to optimize derivatives revenue.
* Assess credit, market, and reputational risks, working with relevant partners to manage these effectively.
Required Qualifications:
* BA or BS degree.
* 1+ year experience in structured finance, leveraged finance, banking, derivatives, or similar fields, with a keen interest in expanding product knowledge and skills Strong understanding of Global Markets, including equity, credit, fixed income, and corporate debt markets.
* Excellent communication skills, attention to detail, and ability to multitask.
* High ethical standards and integrity.
* Ability to work collaboratively in high-pressure, team-based environments.
Preferred Qualifications:
* Experience with financial sponsors
* Background in credit and derivatives
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about to...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:38
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About Us
From the moment you step through InterContinental Sydney’s iconic sandstone arches, you will be immersed in timeless magnificence and grandeur.
Weaving glamour with distinct style, InterContinental Sydney holds a collection of unique spaces that redefine luxury, combining contemporary design with rich heritage, charm and romance.
Each of our historic event spaces and social function rooms has been thoughtfully re-imagined with a contemporary refurbishment.
Whether you are seeking an intimate harbourside destination to say ‘I do’, a grand ballroom reception for 200 people; a luxury 40th birthday party venue, or a range of conference and meeting venues across our dedicated event spaces can be versatile for up to 21 different configurations, you will discover Sydney’s most unique, hidden gem venues at InterContinental Sydney.
We invite you to join us at this incredibly exciting time for our hotel as Director Banquet Operations
Your day to day
Reporting to the Director of Food & Beverage you will be responsible for leading our Banquet Service team.
This is a hands on leadership role ensuring all events and banquet operations, whether a conference, function, meeting, wedding or gala dinner are executed with perfection ensuring a seamless luxury experience for our guests.
This is a busy and varied role with connection to all departments across the Hotel.
Your immaculate presentation, passion for exceptional quality service, sound commercial acumen and ability to lead and manage a busy and varied event operations department will be essential for your success in this role.
What we need from you
* Minimum of 2 year+ leadership experience specifically in banquet operations, event, conferencing and wedding operations
* Solid experience and relevant skills in all F&B service delivery
* Experience managing high-calibre, prestigious functions and events within a luxury environment
* Exceptional mentor and leadership skills and to nurture and develop your team
* Excellent written and verbal communication skills to provide high standard service to our guests
* You must meet the legal requirements to live & work in Australia
* Valid NSW RSA Competency card is required
You’ll be rewarded for your hard work with a range of benefits that supports you throughout your IHG career journey
* Competitive Salary upto $100k base depending on experience
* You have the opportunity to truly make this role your own and fast track your career with a growing company
* Paid birthday leave, enhanced parental leave, and proactive health days
* Training and development
* Popular hotel perks and discounts on the retail platform
* Free meal on shift
* Some of the best employee discounts across our IHG Hotels for accommodation, food and beverage!
We are proud to be InterContinental Sydney and proud to be IHG and we know you will be too.
Visit http://careers.ihg.com/ to fin...
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Type: Permanent Location: Sydney, AU-NSW
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:36
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Industry Executive is for you.
As an Industry Executive 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, business development 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 that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business 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
* 12+ years of business development, commercial banking, or other relevant sales experience in the technology ecosystem.
Proven track record of sourcing and navigating complex sales opportunities, ideally in commercial banking, venture debt, venture capital, or other technology-related
* Strong understanding of Commercial Banking products and services
* Understanding and interest in high growth software, payments, ecommerce and marketplaces
* Excellent sales management and 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, 24, 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
JPMorga...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Van Nuys, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:34
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Round Rock, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:33
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Pflugerville, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:33
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in the Chief Data and Analytics Office, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:32
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Leander, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:31
-
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: Buda, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:30
-
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: Lakeway, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:29
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Cedar Springs, US-MI
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:29
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Chapel Hill, US-NC
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:28
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in the Chief Data and Analytics Office, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care co...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:27
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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: Aliso Viejo, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:27
-
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: Gretna, US-NE
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:26
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The Relationship Manager is an essential member of the Financial Advisor's team.
A Relationship Manager works in close partnership with the Financial Advisor(s) and is the primary point of contact for advisors and their high-net-worth clients.
The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping them and their families achieve the financial goals and objectives.
Responsibilities:
* Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
* Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
* Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
* Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
* Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives.
Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
* Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
* Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.
Required qualifications, capabilities, and skills:
* 5 plus years' experience in Financial Services industry
* FINRA Series 7 and 66 licenses required
* Bachelor's degree required
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and delivery appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
* Highly proficient user of Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Strong ability to build effective relationships
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 custo...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:24
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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'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2025-06-18 08:45:23
