-
The execution middle office provides transaction analysis, P&L and risk, and project support to the T/CIO desks which execute transactions and manage resulting positions.
The associate will lead analysis for one of the CIO\"s main products in the effort to ensure the business's financials are well supported and properly controlled.
One of your primary purposes will be to work with the Front Office to obtain their P&L and Risk signoff for each day.
Separately, Product Controllers help insure proper reporting of Interest Rate Risk, Market Risk, and other regulatory reporting requirements.
As a Product Controller, Associate on the Executive Middle Office team, you will possess a financial mindset, an appreciation for complex system flows and the controls necessary to ensure your accuracy, a thorough understanding of financial instruments and relevant accounting principles, an aptitude for root/cause analysis, and an overriding eagerness to exhibit leadership and drive.
Job Responsibilities :
* Provide Production and substantiation of P&L and Risk to CIO/Treasury FO/Management
* Provide supervisory oversight of daily P&L/Risk process performed by junior team members
* Review daily system to system reconciliations and feeds relating to CIO & Treasury
* Monitor Market Risk related controls- includes updating/monitoring of risk limits, report clean P&L for VaR back testing
* Contribute to New Business initiatives including active participation to on-board a new product & designing MO work flow, provide analysis/advice around booking strategies & operational procedures
* Provide support for any ad hoc requests and queries from various stakeholders
* Review current processes, identify opportunities for improving efficiency & controls and delivering tactical/strategic solutions
* Work in close partnership with Market Risk, Business Management, Trade support, Financial controllers, VCG, Technology to ensure adequate controls on overall P&L & Risk numbers
* participate in Strategic Re-engineering and global projects involving front/back end systems and closely partner across 3 regions.
Deliver substantive and meaningful contribution to group's work product.
* Understand & contribute to various control frameworks, i.e.
Control Self Assessment (CSA), Sarbanes Oxley (SOX) & Business Control Committees (BCC's)
Required Qualifications, Skills, and Capabilities:
* Degree Holder major in Finance, Accounting or other management discipline
* 3+ years in Middle Office, Market Risk, Valuation, Finance or Product Control
* Works independently and takes decisions, escalates when appropriate
* Good communication skills, robust and credible partner
* Detail oriented, ability to deep dive on processes and improve controls/efficiencies
* Good product knowledge with hands on experience in Fixed income & Treasury products
* Good understanding of transaction cycle, infrastructure & associ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:45
-
Job Description:
The Vice President, ConnectWealth PMO will serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program.
This transformative initiative, spanning multiple lines of business and functions, aims to revolutionize our managed accounts operating model and deliver a cutting-edge, intuitive technology platform.
As the VP, PMO, you will work hand-in-hand with the Program Lead to ensure seamless coordination across workstreams, proactively identify and mitigate risks, and maintain unwavering focus on delivering business value.
You will be instrumental in establishing a robust PMO function that provides transparency, governance, and strategic direction to this high-profile program.
This role presents an unparalleled opportunity to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations.
If you thrive in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you.
Key Responsibilities:
* Establish and lead a best-in-class PMO function that serves as the nerve center for the ConnectWealth program
* Partner with the Program Lead to develop and execute the overall program strategy, roadmap, and delivery plan
* Drive rigorous program governance, including risk and issue management, change control, and executive reporting
* Proactively monitor and manage cross-functional dependencies, ensuring seamless integration across workstreams
* Lead the development and implementation of a robust change management framework to drive adoption and business readiness
* Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program success
* Foster a culture of continuous improvement, innovation, and agility within the program team
* Mentor and guide junior team members, nurturing the next generation of leaders
Required Qualifications:
* Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management
* 6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context
* Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management
* Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management
* Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)
* Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making
* Highly influential communicator with the ability to engage and align stakeholders at all levels
* Proven ability to lead ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:44
-
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
Job Summary:
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations.
Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities:
* Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
* Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
* Ensure adherence to control framework including prescribed policies and procedures.
* Assist in ad hoc client projects and internal initiatives.
* Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
* Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
Required qualifications, capabilities, and skills:
* A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund st...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:43
-
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: Hauppauge, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:41
-
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: Crawfordsville, US-IN
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:37
-
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: Wintersville, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:37
-
Become an integral part of Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Senior Executive Assistant in Consumer & Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:36
-
Join J.P.
Morgan's Commercial & Investment Bank, a global leader in banking, markets, securities services, and payments, where you will lead groundbreaking solutions that address customer needs across 100+ countries.
As the Global Head of On-Balance Sheet Liquidity Product, you will lead innovation through product development and feature delivery that meets client needs globally.
You will challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation.
The team manages a $225BN+ deposit book and $1.5BN of overdrafts, providing interest and liquidity solutions across 425,000+ demand deposit accounts in 70+ currencies.
Job responsibilities:
* Lead a global team of Product Managers across Luxembourg, London, and New York.
* Manage liability and asset product solutions, partnering with JPM Payments.
* Develop a product strategy and vision that delivers value to customers.
* Own product performance and drive enhancements to achieve business objectives.
* Shape the future of balance management and projections for Securities Services clients.
* Lead as the subject matter expert on Deposit products, ensuring pricing reflects Central Bank actions.
* Manage discovery efforts and market research to integrate customer solutions into the product roadmap.
* Own and develop a demand roadmap supporting strategic roadmap and value proposition.
* Build the framework and track product's key success metrics.
* Leverage data to provide insights on portfolio trends and set action plans.
* Partner with Solutions and Balance Sheet Management colleagues to develop pricing models and tools.
Required qualifications, capabilities, and skills:
* 10+ years of experience in Securities Services or deposit and liquidity management.
* Experience driving change within organizations and managing stakeholders.
* Proven ability to influence and drive adoption of material changes in operating model.
* Strong organizational and communication skills.
* Experience as a people manager.
* Extensive knowledge of product development life cycle, technical design, and data analytics.
* Product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management.
Preferred qualifications, capabilities, and skills:
* Securities Services-related experience, and/or deposit experience.
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:35
-
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: New Haven, US-CT
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:34
-
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...
....Read more...
Type: Permanent Location: Brenham, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:33
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:32
-
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: Vail, US-CO
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:32
-
Come join our new 270 Park location as a Partner's Maitre'd
As a Partners' Maître d' within our Amenity Services you will be the welcoming face to JPMC's Senior Leaders, setting the tone for an exceptional dining experience.
This position will play a crucial role in maintaining the ambience and efficiency of the front-of-house operations, coordinating with the culinary and dining teams to deliver outstanding hospitality.
The ability to handle inquiries and accommodate special requests will greatly contribute to our reputation of excellence.
Job Responsibilities
* Greet guests warmly and professionally.
* Collaborate and communicate effectively with the culinary and dining teams to ensure smooth service flow.
* Confirm daily menus and food labels are accurate.
* Assist in maintaining the cleanliness and presentation of the entrance and waiting areas.
* Handle guest inquiries and complaints with grace and professionalism, escalating issues when necessary.
* Coordinate with the management team to accommodate special requests and VIP guests.
* Ensure compliance with health and safety regulations at all times.
* Assist in the preparation and execution of special events.
* Uphold the Amenity Services' standards of excellence in customer service and hospitality
Required Qualifications, capabilities and skills
* Excellent communication and interpersonal skills.
* Strong organizational abilities and attention to detail.
* Ability to remain calm and composed under pressure.
* Flexibility to work evenings, weekends or holidays as required.
* Ability to stand for extended periods.
* High School diploma or equivalent required.
Preferred Qualifications, capabilities and skills
* Previous experience in a high-end restaurant or hospitality environment is preferred.
* Additional hospitality training is a plus.
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 h...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:31
-
Job Summary:
We are seeking a highly skilled and experienced Principal AI/ML and Gen AI Engineer to join our dynamic team at CCB COSMIC (CCB Operational Systems for Machine Intelligence and Cognition).
The ideal candidate will possess a strong foundation in AWS, AI/ML, Databricks, and the Gen AI ecosystem.
This role is primarily focused on scaling infrastructure and platforms from a serving and fine-tuning standpoint.
The candidate should also have extensive experience in LLM Ops and the productionalization of Gen AI use cases.
Key Responsibilities:
* Design, implement, and scale AI/ML infrastructure and platforms on AWS to support serving and fine-tuning of models.
* Collaborate with cross-functional teams to ensure seamless integration and deployment of AI/ML solutions.
* Develop and optimize machine learning models and algorithms to meet business objectives.
* Stay updated with the latest advancements in AI/ML and Gen AI technologies and incorporate them into the organization's strategy.
* Leverage Databricks for data processing, model training, and deployment.
* Utilize Gen AI tools and frameworks to enhance model performance and capabilities.
* Implement best practices for LLM Ops to ensure efficient model lifecycle management.
* Lead the productionalization of Gen AI use cases, ensuring robust and scalable solutions.
* Work closely with data scientists, engineers, and product teams to deliver AI-driven solutions.
* Mentor and guide junior team members, fostering a culture of innovation and excellence.
* Monitor the performance of AI/ML models and platforms, identifying areas for improvement.
* Implement optimization techniques to enhance model accuracy, efficiency, and scalability.
Required qualifications, capabilities and skills:
* Bachelor's or Master's degree in Computer Science, Engineering, or a related field.
* Minimum 8+ years of experience experience in AI/ML engineering, with a focus on AWS, Databricks, and Gen AI.
* Strong understanding of AI/ML algorithms, model serving, and fine-tuning techniques.
* Proven experience in LLM Ops and the productionalization of Gen AI use cases.
* Excellent problem-solving skills and the ability to work in a fast-paced, collaborative environment.
* Strong communication and leadership skills, with the ability to influence and drive change.
Preferred qualifications, capabilities and skills:
* Experience with other cloud platforms and AI/ML tools.
* Familiarity with data engineering and data science workflows.
* Knowledge of regulatory and compliance requirements related to AI/ML solutions.
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 ...
....Read more...
Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:30
-
We are looking for a talented Executive Director to join The Chief Data and Analytics Office (CDAO) at JPMorgan Chase.
This team is dedicated to positioning the firm as the leading data and AI-enabled financial services firm globally.
Its mission is to set the firm's data and AI strategic direction, deliver firmwide data and AI solutions and expertise, and establish standards for responsible and controlled adoption.
The CDAO strategy team supports that mission by driving strategy development (e.g., on topics like AI-enabled value creation and AI agents), monitoring industry trends (e.g., through engagement with AI transformation leaders, academic institutions and tech innovators), and increasing internal awareness (e.g., best practice sharing on AI transformation).
As an Executive Director in the CDAO Strategy team, you will own a portfolio of strategy initiatives to address complex problems at the forefront of the industry.
You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations.
Job Responsibilities
* Lead high-priority strategy projects to address complex problems at the forefront of data and AI in financial services, with a focus on enabling business outcomes.
* Develop and deliver executive-level strategy narratives, deliverables, and analyses that articulate the value, impact, and direction of AI and data priorities.
* Monitor and analyze industry trends, applying leading practices to evaluate and refine the firmwide AI and data strategy, ensuring alignment with firmwide goals.
* Serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations that drive data and AI innovation and transformation.
* Guide strategic thinking and problem-solving for strategy project teams, provide coaching to strategy team members and managers, and cultivate a culture of excellence and innovation.
Required Qualifications, Capabilities, and Skills
* Minimum of 8 years of strategy experience from a premier management consulting firms and/or another internal strategy group.
* Outstanding ability to analyze problems and apply quantitative, analytical and conceptual problem solving approaches.
* Excellent communication (oral and written) and ability to craft compelling narratives and materials that resonate with executive audiences.
* Strong relationship-building and interpersonal skills, with the ability to engage with senior leaders and influence decision-making.
* Proven ability in providing oversight and guidance on cross-functional strategy projects, as well as coaching and development to strategy managers and team members
* Deep familiarity with AI and data, and ability to translate complex technical concepts into actionable strategies to enable business outcomes.
Preferred Qualifications, Capabilities, and Skills:
* Undergraduate or graduate degree in economics, finance...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:29
-
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Lead Software Engineer at JPMorgan Chase within the Connected Commerce Technology, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Proficient in Java or .NET, React, Spring Boot and Web Development.
* Strong competency in Java for backend development, with experience in system design, application development, testing, and operational stability.
* Experience using and designing schemas/data structures in SQL or NoSQL databases.
* Hands-on in all aspects of the Software Development Life Cycle.
* Proficiency in automation and continuous delivery methods.
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages.
* Demonstrated ability to work effectively in a highly collaborative environment, with strong written and verbal communication skills.
* Self-starter with a growth mindset and a sense of urgency and pride in work.
* Ability to tackle design and functionality problems independently with little to no oversight
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Travel or Hospitality experience.
* Java preferred, .NET a plus
* Expertise in applying appropriate data structures and algorithms to solve business and technical problems.
* Experience with caching technologies, e.g., Redis.
* A keen interest in st...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:28
-
Overview
As a Chief of Staff (CoS) to an AI leader, you will be responsible for driving organizational effectiveness, aligning cross-functional teams, and ensuring the successful execution of the AI leader's vision.
This role requires a blend of operational expertise, strategic thinking, and exceptional communication skills to support high-impact initiatives in a fast-paced, technology-driven environment.
This role will be reporting into the Head of Engineering for CCB COSMIC - AI/ML and Gen AI.
This role empowers the AI leader to focus on vision and innovation, while the Chief of Staff ensures seamless execution, organizational alignment, and operational excellence.
Job responsibilities-
* Drive and monitor strategic priorities, ensuring alignment with business objectives.
* Strategic Execution.
* Translate the AI leader's vision into actionable plans and measurable outcomes.
* Operational Excellence, Oversee daily operations, streamline workflows, and manage key business processes.
* Organize and facilitate leadership meetings, quarterly planning, and board updates , by providing a Cross-Functional Leadership
* Act as a liaison across departments (Product, Engineering, Sales, Marketing, Customer Success), fostering collaboration and removing obstacles.
* Ensure clarity and cohesion in cross-team initiatives.
* Analyze data, synthesize insights, and provide actionable recommendations to inform leadership decisions.
* Leverage AI tools for predictive analytics and trend identification.
* Lead and execute high-impact projects such as go-to-market strategies, investor updates, and key partnerships.
* Draft executive communications, prepare presentations, and manage internal/external messaging.
* Ensure clear, timely communication within the leadership team and across the organization.
Required qualification, capabilities and skills-
* Bachelor's or Master's degree in Business, Engineering, Computer Science, or a related field.
* 5+ years of experience in a Chief of Staff, strategy, operations, or similar leadership role, ideally in a technology or AI-driven organization.
* Proven track record of managing complex projects and driving cross-functional initiatives.
* Strong analytical skills, with experience leveraging data and AI tools for decision-making.
* Exceptional communication, organizational, and interpersonal skills.
* Ability to thrive in a fast-paced, ambiguous environment and adapt to changing priorities.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total re...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:28
-
We are looking for a talented Vice President to join The Chief Data and Analytics Office (CDAO) team at JPMorgan Chase.
This team is dedicated to positioning the firm as the leading data and AI-enabled financial services firm globally.
Its mission is to set the firm's data and AI strategic direction, deliver firmwide data and AI solutions and expertise, and establish standards for responsible and controlled adoption.
The CDAO strategy team supports that mission by driving strategy development (e.g., on topics like AI-enabled value creation and AI agents), monitoring industry trends (e.g., through engagement with AI transformation leaders, academic institutions and tech innovators), and increasing internal awareness (e.g., best practice sharing on AI transformation).
As a Vice President in the CDAO Strategy team, you will manage strategy initiatives to address complex problems at the forefront of the industry.
Strategy initiatives are typically team-based and include close collaboration with senior leaders and stakeholders across different functions.
Job Responsibilities
* Manage high-priority strategy projects to address complex problems at the forefront of data and AI in financial services, with a focus on enabling business outcomes.
* Develop and deliver executive-level strategy documents and analyses that articulate the value, impact, and direction of AI and data priorities.
* Monitor and analyze industry trends, applying leading practices to evaluate and refine the firmwide AI and data strategy, ensuring alignment with firmwide goals.
* Lead strategy project teams and collaborate with stakeholders across different functions to gather insights, conduct analyses and drive alignment.
* Provide coaching to strategy team members, and emulate a culture of excellence and innovation.
Required Qualifications, Capabilities, and Skills
* Minimum of 5 years of strategy experience from a premier management consulting firms and/or another internal strategy group.
* Outstanding ability to analyze problems and apply quantitative, analytical and conceptual problem solving approaches.
* Excellent communication (oral and written) and ability to develop high quality strategy end-products.
* Strong relationship-building and interpersonal skills, with the ability to collaborate with stakeholders across functions.
* Proven ability in leading strategy engagements, as well as coaching and developing strategy team members
* Familiarity with AI and data, ability to engage stakeholders on complex technical concepts and generate insights for executive audiences.
Preferred Qualifications, Capabilities, and Skills:
* Undergraduate or graduate degree in economics, finance, math, engineering, computing, or a related field, with a strong analytical background.
* Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking
JPMor...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:27
-
The Investment Product and Platform team within J.P.
Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients.
Our mandate is to curate the investment product offering and enhance the investment platform, focusing on improving client outcomes and advisor experiences.
The team collaborates extensively with various stakeholders and senior management to drive industry-leading solutions.
Additionally, the team develops business cases, conducts competitive research across the wealth management industry, and prepares detailed analyses and presentations to effect change.
As a Vice President in the Investment Product and Platform team, you will work closely with investment specialists, product development, manager research, and other areas to enhance our expansive investment product offering and advisor toolset.
Through the enhancements you curate, you will improve the day-to-day experience of our advisors while delivering investment products to help clients achieve their life goals.
Your responsibilities include, but are not limited to, managed and brokerage accounts, mutual funds, ETFs, money market funds, alternative investments, structured products, and portfolio analysis tools.
Job Responsibilities:
* Collaborate with J.P.
Morgan Wealth Management Solutions and Practice Management Leads to maintain industry-leading investment solutions
* Understand industry trends and competitive positioning, providing recommendations to senior management for opportunities to further advance the investment product offering and advisor toolset
* Research and analyze the competitive landscape in wealth management, identifying best-in-class competitors and trends, and staying informed on industry changes
* Serve as a subject matter expert and advocate for the investment product offering.
* Prepare detailed analyses and presentations for senior management
* Collaborate closely with stakeholders from business and control groups, including solutions, legal, risk, and compliance
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in Finance, Business Administration, or a related field
* Minimum of 5 years of experience in wealth management, financial services, or a related industry, with a focus on investment product development and management
* Strong analytical, strategic thinking, attention to detail, and problem-solving skills
* Strong proficiency in Microsoft Office applications, especially PowerPoint and Excel
* Proven track record of successfully leading product teams and delivering innovative solutions in a fast-paced environment
* Exceptional communication and presentation skills, with the ability to articulate complex concepts clearly
* In-depth knowledge of wealth management products, platforms, and industry trends
Preferred Qualifications, Capabilities, and Skills:
* CFA or CFP designation is a plus
* Focus on inv...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:26
-
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments.
You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.
You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties.
Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture.
Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications.
Requesting documentation from borrowers.
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings.
Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers.
Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients.
You will provide a high level of customer service to both intern...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:25
-
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: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:24
-
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: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:23
-
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: Hopewell Junction, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:23
-
Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges.
Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.
As a Client Solutions Architect Manager in J.P.
Morgan Healthcare Payments- Commercial Receivables, you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges.
Leveraging your technical expertise in specific products and industries, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
Job responsibilities
* Lead the solutioning and provide tailored project charters to assigned clients, taking into account the complexity, technology stack, client objectives, and desired outcomes.
* Exhibits a consultative approach with clients and works to deeply understand current to future state with product implementation experience
* Serves as a subject matter expert on healthcare commercial receivables products and capabilities with a deep understanding of our clients' needs and current industry trends
* Focused on organization in fast-paced environment with ability to manage multiple projects/deliverables simultaneously
* Build and maintain strong relationships with key internal partners in Banking, Treasury, Client Solutions, Operations and Product Management
* Leads the configuration and modification of the firm's products and solutions, often in partnership with Technology, to fit complex client use cases
* Supports Sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning
* Engages with technical members of client teams to deliver presentations and technical demonstrations on product capabilities and solutions
* Identifies and defines development requirements for product design enhancements based on client feedback
Required qualifications, capabilities, and skills
* 5+ years of experience within healthcare revenue cycle, financial services, banking and treasury experience or a combination of these areas.
* Ability to clearly communicate, partner and influence internal partners, external partners, and clients - leading stakeholders to a common goal
* Excellent time management, communication, organizational, and planning skills, with the ability to thrive in a fast-paced, dynamic, client-facing environment.
* Demonstrates critical thinking abilities across a multitude of scenarios
* Ability to quickly learn and understand J.P.
Morgan Healthcare Payments commercial receivables products and articulate best practices to maximize the value of our solutions
* Passion for learning new operating models, technologies, and healthcare industry trends
* 5+ years of experience or equiva...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:21
-
The Treasury and Chief Investment Office (TCIO) within JPMorgan is responsible for firm-wide asset and liability management for one of the world's largest global financial institutions, with a $2.5 trillion balance sheet, including more than $900 billion in loans and $1.4 trillion in deposits.
Positioned at the core of the firm, TCIO directly influences the composition of the firm's balance sheet as well as the activities of the firm's four main lines of business (LOBs): Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank, and Consumer & Community Banking.
The TCIO LRI Data Quality Governance Team manages governance, lineage, and Data Quality Management (DQM) remediation, overseeing programs and strategies to enhance data quality.
Our mission is to support JPMC's global Liquidity Risk Reporting functions by ensuring data accuracy, integrity, and transparency.
The TCIO LRI Data Quality Governance Team ensures reliable, fit-for-purpose data by holding System of Record PO and CDO teams accountable for data quality.
We support JPMC's Liquidity Risk Reporting with robust governance and comprehensive data practices.
Job responsibilities:
* Overseeing the operating model that supports the Data Quality Management (DQM) process for Liquidity, including DQM/Jira reconciliations and analytics.
* Collaborating with various LRI Agile teams, Product Leads, and stakeholders on prioritization, sprint execution and applicable signoffs.
* Partnering with internal transaction/position and ref data source providers and LOB Treasury teams across all lines of business to support data investigations and business requirements to resolve data quality issues.
* Design and generate DQM/Jira status metrics and compose key messages for regular status updates, DQ governance meetings and ad hoc senior forums as required.
* Create agendas, host and minute working group meetings and present progress at various governance forums.
* Providing a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
* Organizing complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel, Visio, and PowerPoint techniques.
* Communicating effectively with key business partners to understand projects and drive next steps.
* Project managing and delivering key work streams and tasks.
Required qualifications, capabilities and skills:
* Experience in Agile driven programs, with working knowledge of Agile methodologies and the Jira lifecycle.
* Basic knowledge or trading and traditional banking products an advantage.
* Genuine interest/curiosity in LOB data and the firm's various risk stripes.
* Comfortable hosting working groups and speaking in large Zoom forums.
* 5+ years experience in the financial services industry.
* Ability to synthesize information to formulat...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-16 08:55:20
