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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
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six 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 thr...
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:19
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Cranberry Township, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:18
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Argyle, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:18
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Description
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm's most complex transactions.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
* Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative, mathematics and business writing skills.
* A well-rounded academic background from a top tier educational institution.
* An understanding of the transaction cycle and steps in a capital markets offering
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to multi-task across competing deadlines and industry groups within the firm.
* Passion for quantitative finance, markets, and some familiarity with equity-linked and derivativ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:17
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Greenville, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:16
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:15
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The CCAR and Capital team, within Firmwide Regulatory Reporting & Analysis, is responsible for the following reports: FR Y-14M, FR Y-14Q, FRY-14A, as well as a few other capital regulatory filings.
Our team works closely with other JPMorgan Chase functions, including but not limited to Controllers, Line of Business Planning and Analysis, Risk functions, Capital Management and Stress Testing, Technology Partners and various Policy groups.
FR Y-14A reporting series collects the firm's financials and metrics forecast under different stress scenarios.
Financials collected are utilized by Supervisory agencies to assist in determining the Firm's capital adequacy.
As a CCAR Y-14 Reporting & Analysis - Senior Associate within the Firmwide Regulatory Reporting & Analysis team, you will be an integral part of the end-to-end production and analysis of FR Y-14A reporting
Job responsibilities:
* Support and coordinate multiple aspects of FR Y 14A reporting process, and internal quarterly capital stress testing and risk appetite reporting processes
* Collect, consolidate, and analyze the stress testing results, including the Income Statement, Balance Sheet, Capital, and Risk weighted assets (RWA)
* Understanding the regulatory reporting requirements and the associated complex financial/accounting calculations
* Ensuring compliance with regulatory reporting control and governance framework
* Oversee the review and maintenance of the regulatory reporting requirement's input templates, calculation rules\\logics within the technology solutions in partnership with technology teams
* Improve and transform reporting processes by adopting data transformation tools such as Alteryx or Python, and querying and visualization tools such as SQL or Tableau
* Ensure timely execution of ad-hoc requests from senior management, audit, other functions, and regulatory agencies
* Preparing and reviewing supporting documentation on processes, methodologies, and the control environment
* Establishing and managing relationships, partnerships, and dialogue with a variety of stakeholders in a highly matrixed organization
Required qualifications, capabilities, and skills:
* 4+ years in a banking organization with exposure to regulatory reporting, financial statements analysis, and financial products
* Experience in either of Capital related Regulatory Reporting, Planning & Analysis (Line of Business/Firmwide P&A), Product Controller, and Legal Entity controller
* Strong analytical skills and ability to work with large quantities of financial data to pull trends and insights and identify any anomalies
* Strong technical skills and agility to learn new technology.
Experience around data transformation tools such as Alteryx or Python, and querying and visualization tools such as SQL or Tableau
* Very strong communications skills, written and verbal and partnership building skills- for effective communications with ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:11
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Our Global Alternatives Investment Solutions (GAIS) business is seeking an experienced specialist to grow its private credit business across primary fund investments, secondary transactions and co-investments.
The candidate will source, underwrite and execute transactions across these three areas.
This is an exciting opportunity to build out GAIS's dedicated private credit strategy and business.
Job Responsibilities:
* Originate and underwrite a wide variety of private credit opportunities to identify attractive investment opportunities
* Carry out detailed trade and fund level due diligence leading to actionable investments
* Manage deal execution with team members, advisors, and transaction counterparties
* Assist in portfolio management and running of both closed-end and evergreen funds
* Meet with potential and current investors to explain our private credit strategy and provide updates
Required Qualifications, Capabilities and Skills:
* 6-10 years+ of investment industry experience with a strong underwriting background across either corporate or structured credit
* Knowledge of private investments, ideally across multiple collateral types
* Work with internal and external stakeholders within all aspects of private credit business
* Lead private credit project management efforts across multiple concurrent processes
* Bachelor's degree
* Lead and mentor junior staff
* Able to collaborate, problem solve and bring parties together when needed but also work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:10
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Tukwila, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:09
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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 Senior Lead Software Engineer at JPMorgan Chase within the Commercial & Investment Bank in Electronic Trading 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
* Doing core development and delivery of KDB based systems, including framework development.
* Leads team members via book of work management.
Improve team through SDLC, testing and continuous improvement of coding standards.
* Develops scalable real-time processing solutions using agile methodology.
* 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
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) KDB, Q language
* Proficiency in automation and continuous delivery methods.
Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Development lead and mentoring experience: requirements capture, task decomposition, time and effort estimation, delivery planning, testing, user acceptance testing.
* Deep understanding of KDB technology and Q language.
Solid professional experience using KDB.
* Deep understanding of KDB+tick design and data organization, performance implications of different approaches.
* Practical experience developing/running large datasets and optimizing query performance.
* Practical experience scaling and load-balancing of KDB applications.
Practical experience building resilient and high-availability KDB applications.Advanced knowledge of software...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:09
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President in Business Baking, you will manage the allowance process, ensuring effective risk assessment, performance tracking of the portfolio, and collaboration with stakeholders while mentoring junior analysts and providing strategic insights to senior management.
Job Responsibilities:
* Oversee forecasting and analytics for the BB portfolio to support allowance process.
* Compile, interpret, and summarize data to provide information, prepare reports, and present findings, analyses, and recommendations to Senior Management.
* Explain the model behavior and results, offering insights to support the outcomes from a business perspective.
* Understand the credit forecast process, including the needs and rationale behind business decisions.
* Coordinate interactions and partner with Controllers, Finance, P&A, Modeling, and MRGR to ensure consistency in the loss forecast.
* Mentor and coach junior analysts to enhance their risk management skills and financial knowledge.
* Implement and adhere to best practices, controls, and standards for all production processes.
* Provide thought leadership on complex problems, guiding and influencing others to achieve results.
Required qualifications, capabilities, and skills:
* Master's degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics)
* Minimum 5+ years of related experience in Risk and/or Finance
* Strong communication and interpersonal skills, essential for presenting to and collaborating with business partners and model end-users, including the ability to explain and present analyses
* Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information.
* Experience managing complex processes that leverage data and models
* Self-motivated and proactive, with the ability to work accurately under pressure to meet deadlines
* Proven ability to communicate effectively within a team environment and interact across departments
* Ability to clearly summarize and explain large and complex information to a wide range of audiences, including senior leaders, audit, controllers, finance, model developers, regulators, and controls
* Proficiency in analytical languages (e.g., SAS, Python, R)
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:08
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Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working in a globally diverse organization? JP.
Morgan Asset and Wealth Management Finance and Business Management has a new opening for a Financial Manager based in Plano, TX.
This position will report directly to the head of planning & analysis for Asset and Wealth Management Technology & Data.
Asset and Wealth Management Data & Analytics Finance is an integral part of a larger Finance and Business Management organization that supports the Chief Data Officer, Artificial Intelligence/Machine Learning initiatives and respective organization within the Asset and Wealth Management Line of Business at JPMorgan Chase & Co.
As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically managing capital, promoting growth and efficiencies, maintaining financial reporting, and proactively managing risk.
By providing information, analysis, and recommendations to enhance results and inform decisions, our teams ensure the company can navigate various market conditions while safeguarding our strong balance sheet.
At JPMorgan Chase & Co., we value the unique skills of every employee and are building a Finance and Business Management organization that thrives on diversity.
We encourage professional growth and career development and offer competitive benefits and compensation.
If you're ready to channel your passion for Financial Management into meaningful work, apply today.
Job responsibilities
* Analyze financials to understand business drivers and identify opportunities to improve
* Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management
* Interpret and analyze large data sets to prepare insightful presentations for business reviews and senior management meetings
* Working knowledge of AI/ML industry trends and experience preferred
* Assist in analytical ad-hoc requests and support various stakeholders
* Deliver clear and concise communication and work products to business partners
* Collaborate with functional partners including Business Management, Chief Data Office, and Finance teams to achieve business objectives
Required qualifications, capabilities, and skills
* An interest in financial analysis and management
* Working experience with strategic planning, issue resolution and negotiation
* Skills in strategic thinking, decision making, oral and written communication skills
* Advanced knowledge of Excel, PowerPoint
* Self-motivated individual to go beyond immediate responsibilities
* Bachelor's Degree or equivalent experience
* 4+ years working experience
Preferred qualifications, capabilities, and skills
* Experience with Essbase,...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:08
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking - Payments division, you are an integral part of an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a core technical contributor, you will be responsible for implementing critical technology solutions across multiple technical areas within various business functions, all in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Lay the strategy for and train teams in the \"You Build It, You Run It\" (YBIYRI) model, promoting ownership and accountability for the entire lifecycle of the software.
* Adds to 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 in Java, AWS, Terraforms.
In addition, demonstrated coaching and mentoring
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native 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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:07
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer & Community Bank - Controls group, you play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a key technical contributor, you will be responsible for implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firm's business objectives.
Job Responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
* Leads and mentors a team of 5 to 10 junior software engineers
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) such as Java and React
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Advanced experience in domain-driven design, relational databases, PostgreSQL, and Kafka
* Hands on experience in Spring Boot, JSON, and AWS services
* Expertise in AWS Cloud services and deployment of applications
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience with Kuberneties, Docker or other containers
* In-depth knowledge of the financial services industry and their IT systems
Chase is a leading financial services firm, helping nearly half of America's households and small busine...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:06
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JPMorgan Asset Management Data Science team works closely with investors and portfolio managers to analyze large collection of textual data including financial reports, analyst notes, call transcripts, news to help investors make informed decisions by gauging market sentiment, identifying trending and emerging themes, detecting risks and exposures at scale.
We are looking for passionate NLP scientists to apply latest methodologies to generate actionable insights directly consumed by our business partners.
Job summary:
As an Asset Management AI/ML Data Scientist - Associate on the Asset Management Investment Platform Data Science team you will leverage innovative and cutting-edge NLP and LLM expertise to develop business-centric products.
In this role, you will implement AI solutions to enhance investment processes, elevate client experiences, and streamline operations.
By extracting vital insights from financial reports, analyst notes, and client communications, you will empower smart data-driven decision making and enable process automation.
Job responsibilities:
* Collaborate with internal stakeholders to understand business needs, build out requirements, and design technical architectures
* Develop technical solutions utilizing LLMs for a variety of problems including content extraction, search and question answering, reasoning and recommendation
* Build comprehensive testing setups to evaluate model performances and ensure the efficacy and reliability of the solutions
* Collaborate with engineering functions to deliver high quality, scalable output
* Study scientific articles and research papers to identify emerging and state-of-the-art techniques and discover new approaches
Required qualifications, skills and capabilities:
* 2-3 years of experience delivering AI/ML product and managing stakeholder relationships
* Advanced degree in Data Science, Computer Science, or Machine Learning
* Proven experience in NLP and working with LLMs
* Proficiency in programming languages such as Python and familiarity with ML libraries and frameworks
* Excellent communication skills and ability to work collaboratively in a fast-paced, dynamic environment
* Strong analytical skills with an understanding of financial markets and asset management
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 discretion...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:06
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Kirkland, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:04
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Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Demonstrate effective use of supplies and staff labor hours.
* May assist with billing log preparation and updates.
* Perform duties as assigned to meet the patient care or operational needs of the clinic
* Obtain blood samples for laboratory analysis as required to complete physician orders.
* Complete and document monthly review of patient medication profiles.
* Knowledge of and comply with applicable health care professionals practice act requirements.
* Perform duties at all times under the supervision of a Charge Nurse and within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations
* Maintain thorough, accurate, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician and other healthcare professionals to include progress reports.
* Report any significant information or change in patient condition to the Charge Nurse.
* Report machine problems to Biomedical Technician and Administrator.
* Participate in staff meetings as required.
Attend in-service and continuing education offerings in compliance with company policy and procedure.
* Assist with staff training as requested.
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Type: Permanent Location: Rio Grande City, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:03
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Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team.
As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization.
Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests.
You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed.
You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework.
We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes.
Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities
* Provide subject matter expertise, confirm scope of requests, products, and services
* Initiate global implementation requests for new business with clients
* Own process for simple and complex implementations
* Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests
* Submit billing information; including billing adjustments
* Conduct rate changes for clients as directed by client coverage teams.
* Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries)
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
Required qualifications, capabilities and skills
* Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial s...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:02
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The Retention Specialist is responsible for supervising, instructing and directing activities of trainees to operate a cash register, stock/organize shelves, receive products from warehouse trucks, merchandising and methods to provide exemplary customer service and develop interpersonal and social skills.
This position also evaluates trainee work performance and related behaviors to determine appropriate job site, goals and objectives and assists in finding and retaining community employment.
RESPONSIBILITY LEVEL:
Implements strategies to achieve the goals for the organization and instruction and activities of participants in the retail training program.
Sustains policies, procedures and programs.
Typically works on projects and tasks that span 3 - 12 months.
PRINCIPAL DUTIES:
1.
Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments.
Periodically serves as a team member or subject matter expert on formal or department projects.
Effectively engages in change affecting her/him, communicating appropriately with supervisor.
Follows through on learning, skill building, and practice necessary to adapt to change.
2.
Problem Solving: General supervision, regular review of work by manager or senior coworker.
May be paired with senior team member for development purposes.
Uses skills to solve problems of routine complexity; able to identify root cause, interpret data, and resolve issues.
3.
Technical Skills: Fundamental knowledge of professional principles and skills.
Works in compliance with established procedures.
4.
Community Engagement: Serves as an ambassador for Goodwill in the wider community.
Participates in volunteer opportunities as schedules and interest permit.
5.
Assist individual trainees in the orientation to the firm's policies, procedures, products, services, standards, and work demands required.
6.
Supervise, instruct, and direct activities of retail trainees with learning to operate a cash register, stock and organize shelves, receiving products from the warehouse truck, merchandising and methods to providing exemplary customer service and utilizing interpersonal and social skills to be successful working in a store environment.
7.
Provide leadership, training and coaching to increase productivity and to enhance trainee work skills, promote work adjustment/behavior modification and maximize work capabilities.
Evaluate trainee work performance and related behaviors to determine appropriate job site, goals and objectives.
8.
Function as a case manager.
Maintain and keep current appropriate reports and records.
Complete data collection on each trainee to report progress, attendance, individual plans
9.
Meet production quotas and quality control standards as established by the employer.
10.
Provide emotional and problem solving/supportive techniques to individual consumers.
11.
Maintain positive working relationships with job site personnel.
12.
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Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:01
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Wapakoneta, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:00
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:00
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Sales Development Manager
The WinField United Sales Development Manager serves as a direct partner and coach to our customer-owner's top 1000 retail sellers to expand the retail seller's competencies and selling skills.
Responsibilities include daily direct farm-gate calls in partnership with the retail seller.
This position is remote/virtual and can work from home but must be located within North East Iowa.
Responsibilities:
60% Sales Generation
* Manages and grows business through a defined plan and consistent communication with assigned owners and internal teams with strong focus on STAMPS, seed, and services
* Coaches and trains top retail sellers at the farm-gate on products, programs, services, and technologies with the goal of influencing grower decisions
* Utilizes pre-call planning tools and approach
* Relies on agronomy or services experts for technical knowledge as needed
* Records all relevant account details in the CRM software (Salesforce)
40% Strategy Execution
* In partnership with top retailer sellers, executes by using tools such as the Account Plan, Farmer by Farmer (FxF) Plan, and ACRE sprints.
Measures and monitors progress against plans.
* Owns and is accountable for the FxF Plan and for digital and services adoption by retailer sellers
* Coaches and communicates at the farm-gate level the total acre value proposition to the top 1,000 retailer sellers including brand ladder, partnered and proprietary brand strategies, programs, pricing, services, and digital technology and platforms
* Supports the retail seller in Answer Plot and post-harvest meetings
* Coordinates with local manufacturer representatives
* Implements Account Plan with retail sellers
* Manages discretionary and insight trial seed
Required Qualifications:
* Bachelor's degree in agriculture or business-related field of study from an accredited university plus 2 years of industry or direct sales experience; or an equivalent of 7 years of successful work experience in industry or direct sales
* Ability to see the "big picture" of the organization and the farmer's operation
* Understands how the key drivers of the business relate to each other and work together to produce profitable growth
* Proactive communicator with exceptional written, verbal, and formal presentation skills
* Trustworthy with a strong level of personal commitment
* Ability to coach and mentor others by suggesting improvements and leading change
* Ability to make sound decisions and complete tasks in a fast-paced work environment
* Ability to work independently and manage productivity
* Experience demonstrating agility and leading/adapting quickly to change
* Technical agriculture product / crop expertise and ability to develop and educate others on products, services, and programs
* Ability to effectively manage projects.
* Solid experience using Microsoft products (...
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Type: Permanent Location: Arden Hills, US-MN
Salary / Rate: Not Specified
Posted: 2025-12-28 07:15:58
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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...
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Type: Permanent Location: Cupertino, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:15:57
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:15:55
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Commerce, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-28 07:15:55