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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: Franklin, US-WI
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:37
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The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
We provide strategic guidance, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions.
Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing.
You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights.
In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit, Treasury and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
* Model, structure, and market foreign exchange products to corporate clients
* Price and execute live foreign exchange spot, forward, and option trades
* Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
* Collaborate on analytical work and presentation materials for discussions with clients on currency risk management.
* Present basic hedging solutions to new clients and prospects
* Work with broader client coverage team including banking, treasury services, and credit to address client needs and educate teams internally on foreign exchange
* Work with trading, middle and back-office functions to support client trading activity
* Operate as part of a team, collaborating across offices and resources
* Effectively execute and organize onboarding of new clients, review data analytics around client opportunities, and follow up on new business
Required qualifications, capabilities, and skills
* 1+ year of experience in FX
* Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks.
Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
* Ability to develop and manage client relationships
* A desire to succeed individually and be a member of a winning team.
Solid team player that partners well with stakeholders across th...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:37
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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: Casa Grande, US-AZ
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:35
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Greenville, US-SC
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:34
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Job Description
We are seeking a dynamic and experienced Product Manager to lead our Cobrand Card modernization efforts.
The ideal candidate will have a strong background in fintech, SaaS/PaaS product build experience , Credit card/payments expertise, and proven product management track record.
As a Co-branded Card Sr Product manager you will lead the product discovery and delivery efforts to modernize how we build Cobrand Card products and capabilities, collaborating with top talent around the firm to deliver best in class product platforms and solutions.
As a Product manager within the Card Cobrand platform, you will be at the forefront of our modernization efforts.
Your role is not limited to uplifting the existing platform, but also involves creating a suite of new capabilities and features to improve our scalability, reusability, resiliency, overall quality, and availability.
You will collaborate with design, product, data and technology leaders across our organization, to modernize not just our technology stacks but also our modes of business operations and delivery.
As a Product manager, you will conduct product discovery activities, define, refine requirements under agile framework, prioritize, and execute the product build with scrum teams to ensure the most valuable and meaningful functionality of the product roadmap gets delivered.
Focused on Minimum viable product(MVP) based product releases, which results in a superior customer experience for the customers, partners and the entire business organization.
This position is part of the Chase Co-Branded Cards organization under Card Services, a key line of business within Chase's Consumer & Community Banking group.
Job responsibilities
* Customer Focus: Engage with customers and business users to gather feedback, understand their pain points, and ensure the product meets their needs.
* Product Strategy: Co-develop and execute the product vision, strategy, and roadmap for the Cobrand cards in alignment with company goals and market demands.
* Stakeholder Collaboration: Work closely with cross-functional teams in a matrix organization, including engineering, design, data, marketing, sales, and customer support, to deliver high-quality products and solutions to customers.
* Partner engagement: Collaborate and jointly develop the requirements and use cases with external partner teams and act as primary subject matter expert for Chase teams on those requirements.
* Product Development: Drive the product development lifecycle based on Cobrand product roadmap, from ideation to launch, ensuring timely delivery and adherence to quality standards.
* Performance Metrics: Define and track key performance indicators (KPIs) to measure product success and drive continuous improvement.
* Compliance and Security: Ensure the Card platform complies with regulatory requirements and industry standards for security and data protection.
* Market Research: Conduct...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:34
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Revolutionize the future of Employee Platforms with cutting-edge AI and Data Science! Join a dynamic team dedicated to creating innovative, cloud-centric solutions that transform client experiences and drive industry-leading advancements.
As a Data Scientist, Senior Associate in Employee Platforms, you will collaborate with a team of innovators to develop AI/ML solutions.
Your work will directly impact our ability to provide exceptional service to clients by delivering cutting-edge technology solutions.
Each day, you will engage in end-to-end software development, from design to deployment, in a fast-paced, cloud-native environment that values continuous learning and innovation.
Your contributions will help keep our Employee Compute services at the forefront of the industry.
Job responsibilities
* Develop and deploy machine learning models and generative AI capabilities.
* Design, code, test, and debug applications.
* Collaborate with cross-functional teams to achieve common goals.
* Keep stakeholders informed on development progress and benefits.
* Manage project lifecycle and software development deliverables.
* Solve complex problems and handle ambiguity with strong analytical skills.
Required qualifications, capabilities, and skills
* Bachelors or Masters in Computer Science or related field
* Strong programming skills in python and knowledge of software engineering best practices
* Strong knowledge of basic data science libraries in Python (NumPy, pandas, scikit-learn, pyspark)
* Strong knowledge of the main deep-learning frameworks such as PyTorch, TensorFlow, Keras
* Experience with Linux and shell scripting and experience with LaTeX
* Solid understanding of traditional data science techniques and experience with data engineer pipelines for big data
* Solid knowledge of RNNs, and LSTMs models
* 3+ years of experience in similar roles
Preferred qualifications, capabilities, and skills
* Experience with cloud-native development and deployment- Knowledge of AWS cloud services is a plus.
* Familiarity with project lifecycle and version control practices.
* Experience with machine learning algorithms on graphs.
* Strong ability to collaborate in a diverse, global team environment.
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation whic...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:33
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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: West Chester, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:31
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JP Morgan's USD Swaps desk is part of one of the top Interest Rates Trading businesses on Wall Street, and we are currently looking for a qualified and experienced candidate in USD swaps, to be a junior trader on the medium terms swaps book.
At least 1 year of trading experience in USD Rates products is a pre-requisite.
Position Description:
As an Associate for the USD Swaps desk, you will be tasked with many responsibilities including helping to price client trades, hedge risks, work on desk projects and manage many operational duties for the desk.
The head of short duration will set expectations on pricing, risk, hedging, and the direction of the book, and you will be responsible for managing these trading responsibilities, in addition to handling desk projects and all the daily operational requirements for this group.
The operational responsibilities for the desk include but are not limited to booking and confirming trades, talking to sales and sales assistants, reporting desk P&L, working on spreadsheets, coding projects, and other related work for desk intelligence.This is a unique opportunity for you to enter a strong franchise in a junior trading role, where more responsibility can be earned by proving core trading competencies, strong communication, ability to take direction easily as well as critical feedback, and ability to produce revenue and service the client base.
Job Responsibilities:
* Pricing small to medium sized client trades
* Hedging risks to trades and the book, including duration, curve, swap spreads, ust futures, fed fund futures, sofr futures, FOMC date risk, and various basis risks.
* Developing desk infrastructure for risk and P&L
* Working with the desk to develop analytics for relative value trading in both cash and derivatives
* Managing all operational duties for reporting P&L, risk, and anything ad hoc asked by the desk including projects or specific data gathering.
Required qualifications, capabilities, and skills:
* Minimum of 1 yr of trading experience
* Undergraduate degree
* Strong interpersonal and communication skills
* Interest in markets and macro products
* Ability to take direction and constructive feedback, while meeting time sensitive deadlines on a daily basis
Preferred qualifications, capabilities and skills:
* Undergraduate technical/STEM degree
* Basic understanding of interest rate derivatives and cash products
* Familiarity with Excel
JPMorgan Chase & Co., 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 re...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:31
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Job Posting
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* Assume significant responsibility by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
JPMorgan Chase & Co., 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 l...
....Read more...
Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:30
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Campbell Global is a leading global investment manager focused on forestland and timberland management.
We are widely recognized as an authority on both forest management and timberland investing.
Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation.
A pioneer in the field, over the last 40+ years we have managed 5.5 million acres (2.2 million hectares) worldwide for pension funds, foundations, and other institutional investors.
Campbell Global is a subsidiary of J.P.
Morgan.
As a Chief Operating Officer within Campbell Global, you will collaborate with key stakeholders to propel strategic business growth and transformation.
Your role will involve developing and implementing business strategies and priorities, as well as supporting daily operations.
As a member of the Leadership Team, you will play a pivotal role in various executive-level projects and initiatives, serving as a trusted business manager across all operational areas.
Your collaboration with stakeholders across diverse business areas, including Finance, Operations, Technology, Business Transformation, Risk, and business support functions (Control Management, Legal, Audit, and Compliance) will be crucial in executing business strategies, achieving project goals, enhancing controls, initiating technology advancements, and improving processes.
The successful candidate will be highly motivated, results oriented, professional with strong analytical skills as well as high personal standards.
Location: Portland, Oregon
Job responsibilities
* Manage and own end to end business priority projects, strategic initiatives and work streams
* Ensure the business is run in an efficient and controlled manner
* Partner with other business-aligned functional areas (including Sales, Marketing, Legal, Risk & Controls, HR, Compliance, Technology and Operations) with respect to change management initiatives
* Identify internal control/process issues or inefficiencies and own solutions (business process reengineering, control environment) and policy/procedure enhancement/governance
* Act as a central contact for internal control partners (across Control Management, Risk, Audit, Legal and Compliance)
Required qualifications, capabilities, and skills
* Minimum of 10 years of finance work experience
* Detail oriented, strategic thinker with skills in analysis, problem solving, and acute decision making
* Experience leading projects, dealing with competing priorities, and working within a matrix support environment
* Ability to understand and analyze business processes, products, and initiatives to identify risks, improve processes, and develop innovative solutions
* Experience operating at scale in a global environment, balance of strategic mindset and pragmatic execution experience
* Strong team management skills and ability to influence and lead cross-functions teams across an organizat...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:29
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Join our dynamic Finance function, as a critical player in an evolving business landscape shaped by regulatory and capital requirements.
Our team, including Planning & Analysis, CFO teams, Controllers, Business Managers, and Project Management, is at the forefront of innovation and transformation.
We're seeking a skilled product manager to help develop next-gen digital products on our modern, cloud-based platform.
One of our key products is FRAME, a cloud-native application offering intuitive, self-service analytics and modelling capabilities for a range of professionals including Data Analysts, Business Developers, and Data Scientists.
As a Finance Planning and Analysis, Senior Product Owner - Vice President within the Planning & Analysis, Innovation & Transformation function, you will play a critical role in defining and communicating the product vision and strategy aligned with our business goals.
You will develop and maintain a product roadmap, prioritize features based on business value and customer needs, and oversee the entire product lifecycle from ideation to post-launch optimization.
You will work closely with engineers and data scientists to develop products using cloud-based tools and analyze large data sets to extract insights and trends.
You will also lead and mentor a team of product managers and other professionals, fostering a culture of innovation and collaboration.
Job responsibilities:
* Execute the product vision and strategy aligned our business goals, incorporating emerging technologies and trends.
* Hands-on requirement gathering and documentation with clear acceptance criteria.
* Direct engagement with the Technology implementation team to build, test, and deploy new features.
* Develop and maintain a product roadmap, prioritize features based on business value and customer needs, and oversee the entire product lifecycle from ideation to post-launch optimization.
* Advocate for the customer by ensuring products meet user needs and deliver exceptional experiences, while gathering and analyzing feedback for continuous improvement.
* Understand agile software development processes and work closely with engineers and data scientists to develop products using cloud-based tools (e.g., AWS, Databricks, MLFlow, Python).
* Analyze large data sets to extract insights and trends, define and track key performance indicators (KPIs), and use data-driven insights to optimize product performance.
* Collaborate with senior executives and cross-functional teams to ensure alignment and support for product initiatives, acting as the primary point of contact for key stakeholders.
* Communicate clearly and persuasively to various audiences, providing regular updates and gathering feedback to ensure alignment and support.
* Lead and mentor a team of product managers and other professionals, fostering a culture of innovation and collaboration, and providing guidance for the team's success an...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:29
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, and Skills
* Three plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed inc...
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Type: Permanent Location: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:27
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* 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 and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
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Type: Permanent Location: Norfolk, US-VA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:26
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Join our Corporate Technology division supporting our Chief Data Office as a Senior Executive Assistant, where you will have the opportunity to work in a high-paced, organization that drives technical innovation.
This role offers daily interaction with executive level internal and external clients across various lines of businesses, providing a platform for professional growth and skill enhancement.
Be part of a team that values structure, attention to detail, and quality focus.
As a Senior Executive Assistant you will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced organization.
You will need to work well in a team environment, be able to represent the senior leaders and team with professional courtesy and acumen, and deliver flawless work output.
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 six years of administrative experience, supporting all levels through Managing Director/C-Suite
* 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
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small busi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:24
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* 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 and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Wake Forest, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:23
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Park City, US-UT
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:22
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Cuyahoga Falls, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:21
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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
...
....Read more...
Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:20
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The Data Scientist Lead will leverage deep expertise in building data-driven solutions and extracting insights from big data environments to partner with senior leaders across the Card business and deliver high-impact analytics supporting Card CX.
This role is a mix of consulting know-how (problem solving, communication, partnership building) and hands-on proficiency in analytics, SQL programming, visualization methods and technologies.
Job Responsibilities:
* Establish strong partnerships with our stakeholders across Card CX to align on and execute on the CX analytics roadmap
* Demonstrate strong analytical ability through understanding and implementation of various analytical and statistical techniques to answer high-priority business questions
* Coordinate and lead the execution of multiple Card CX analytics and data science initiatives, working closely with various analytics teams.
Act as a project lead and contribute as an individual contributor where needed.
* Be a trusted advisor and thought leader by providing recommendations on analytics best practices, methods and tools for analytical work in order to identify most impactful opportunities for enhancing customer experiences
* Support recruiting and interviewing efforts to find and hire the best and diverse talent for Chase
* Set standards of excellence for the team by demonstrating professional expertise, strong work ethic, integrity and professional behavior
Required qualifications, capabilities and skills:
* Bachelor's degree in relevant quantitative field required, advanced degree preferred in analytical field (e.g.
Statistics, Economics, Applied Math, Operations Research, other Data Science fields); advanced degree preferred (MS/PhD)
* 3+ years of hands on experience within marketing, finance, data science or risk analysis; experience evaluating complex business problems, data analysis and devising recommendations and analytics to solve those business problems.
* Experience in managing stakeholders and a proven track record of driving value for the business.
* Thought leader in analytics who can help our internal clients define their business problem, create solutions to address it, and deliver those solutions.
* Proficiency in, or relevant exposure to, the breadth of project management and analytics, including data engineering & infrastructure to higher order modeling, including ML/AI models and end-to-end delivery of analytical solutions.
* Experience across a broad range of modern analytics tools (e.g., Snowflake, SAS, SQL, Spark, Python, Tableau, Alteryx)
* Excellent communicator who is able to convey complex information in an understandable, compelling, and persuasive manner to non-technical clients and executives and junior data scientists.
* Intellectually curious and self-driven to understand business domains and their data.
Preferred qualifications, capabilities and skills:
* Understanding of th...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:19
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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
...
....Read more...
Type: Permanent Location: Irving, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:17
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You have an obsession 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
* 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 such, an employment offer for this position is conti...
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Type: Permanent Location: Highland Park, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:16
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You are customer focused, enjoy building relationships and providing payments solutions to your clients.
You have found the right team.
As a Commercial Card Relationship Manager Associate, you will play an integral part in enhancing the overall client experience for our clients.
Your primary role will be supporting and working with a group of Relationship Managers in identifying growth opportunities, sharing best practices with clients, and ongoing program management needs.
You will partner closely with Senior Relationship Managers to execute against customized account plans and growth targets, provide ongoing performance analysis and reporting, and participate in regularly scheduled client calls and meetings.
You will build strong internal partnerships, working closely with Commercial Banking coverage teams, sales, and other stakeholders.
Job Responsibilities:
* Collaborate with the VP Relationship Manager and Commercial Bank coverage teams on customized annual account plans for managing participant portfolio's, identifying and pursuing program growth opportunities, and recommending new solutions
* Lead or assist with client call preparation by creating relationship review materials, pitchbooks, and conducting customer research
* Develop an understanding of clients' Commercial Card program structure and objectives
* Work with the VP Relationship Manager to manage pipeline and program activities timely and accurately via Salesforce
* Aid in submission and management of onboarding, legal, non-standard client requests; complete necessary client reporting, and assist with pricing and profitability analyses
* Travel on as needed basis (10%)
Required Qualifications, capabilities and skills:
* 3+ years relevant banking and treasury experience
* Possess exemplary client focus with the ability to have detailed client conversations
* Ability to own the outcome and resolve client issues
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced, highly matrixed environment
* Superior verbal and written communication skills with the ability to mobilize internal network and resources
* Results oriented and will-to-solution attitude with ambition to develop into Senior Relationship Manager contributor
* Proficiency in Microsoft Office (PowerPoint/PitchPro, Excel, and Word)
Preferred Qualification, capabilities, and skills:
* Commercial Card experience
* Portfolio management or relationship management experience
* High-level understanding of client accounting/ERP systems
* Experience working with clients in Government, Higher Ed, Healthcare segments
JPMorgan Chase & Co., 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 Chas...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:13
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You will have the opportunity to help drive key business decisions and act as the subject matter expert on supporting card Lending and Risk strategies .
As a Senior Associate in Quant Analytics within the Card Finance Analytics team , you will be responsible for analytics of card lending strategies, tracking performance and profitability to drive future pricing strategies and business growth.
You will develop an expertise of the Card P&L, develop and enhance card portfolio forecast mechanisms, and build up the performance tracking process.
Job Responsibilities:
* Perform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict profitability of pricing initiatives
* Create and maintain detailed financial models and P&Ls to predict and track the benefits of lending and risk actions
* Develop financial business cases to support various initiatives
* Be responsible for socialization and submission of the budget and including the technology book of work
* Be the key point of contact for cross-functional teams including risk, pricing, and marketing
* Identify key areas of the business that can be improved and/or automated
* Develop technology tools and processes to reduce manual work and increase accuracy of forecasts and reporting
* Leverage quantitative analysis to provide insights and recommendations for pricing strategies
* Present analytics and recommendations clearly and concisely to senior management
Required Qualifications, Capabilities and Skills:
* Bachelor's degree in Finance, Accounting, Economics or other related area required
* 4+ years of experience in an analytical / finance related role
* Proficient in building P&L and financial modeling concepts (NPV, ROI, etc)
* Proficiency in Microsoft Office (especially Excel and PowerPoint)
* SAS/SQL experience - adept at working with granular data-tables to draw out customer/segment level profitability
* Experience in forecasting, budgeting
* Strong quantitative, critical thinking and analytic skills
* Excellent communication (verbal and written) skills
* Superior organizational and process skills, attention to detail
* Capable of working in a dynamic, matrixed environment and managing multiple responsibilities with tight timelines
Preferred Qualifications, Capabilities and Skills:
* Card lending and risk knowledge preferred
* Tableau/Alteryx experience preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package includ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:12
-
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: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:10
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'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 customer-obsessed culture 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, a...
....Read more...
Type: Permanent Location: New Berlin, US-WI
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:09
