-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Yakima, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:08
-
The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice.
This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
As the Practice Management Consultant on the J.P.
Morgan Wealth Management Field Effectiveness Team, you will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee.
The PMC will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Lead advisors in a Goals-Based Approach to Investing
* Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
* Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Become a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system
* Build out useful advisor content and drive adoption of goals-based advice initiatives
* Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills:
* 5+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and...
....Read more...
Type: Permanent Location: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:07
-
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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:06
-
You strive to be an essential member of a diverse team of visionaries dedicated to making a lasting impact.
Don't pass up this opportunity to collaborate with some of the brightest minds in the field and deliver best-in-class solutions to the industry.
As a Senior Lead Data Architect at JPMorgan Chase within the Corporate Technology in Corporate Data & Analytics technology team, you are an integral part of a team that works to develop/govern high-quality data architecture solutions for various software applications and platform products.
Drive significant business impact and help shape the global target state architecture through your capabilities in multiple data architecture domains.
Job responsibilities
* Represents the data architecture team at technical governance bodies and provides feedback regarding proposed improvements regarding data architecture governance practices
* Evaluates new and current technologies using existing data architecture standards and frameworks
* Define and implement process to drive application compliance in accordance with firms' data risk management policies and standards in areas such as data retention & destruction, data quality and data localization.
* Partner with LOB/CF data architecture teams and Chief Data Office group to ensure alignment between data governance and the organization's data architecture strategy.
* Help develop and implement a data governance strategy aligned with the organization's goals and objectives.
* Define and track key performance indicators (KPIs) for data governance efforts and report progress to executive leadership.
* Lead the governance of logical and physical data models, database structures, and data flows to support operational and analytical systems
* Develops secure, high-quality production code and reviews and debugs code written by others to help automate data governance activities.
* Drives data architecture decisions that impact product design, application functionality, and technical operations and processes
* Contributes to the engineering community as an advocate of firmwide data frameworks, tools, and practices in the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies.
Advises junior architects and technologists.
Required qualifications, capabilities, and skills
* Formal training or certification on Data Architecture concepts and 5+ years applied experience
* Strong hands-on practical experience delivering data architecture and solution architecture for data management, data governance, data engineer and data operations.
* Ability to deliver several types of data models with multiple deployment targets, e.g.
conceptual, logical and physical data models deployed as an operational vs.
analytical data stores.
* Advanced in one or more data engineering disciplines, e.g., streaming, ETL, event proces...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:05
-
You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you.
As a Mobile Software Engineer III at JPMorgan Chase within the Consumer Community Banking, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way.
As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities:
* Executes standard software solutions, design, development, and technical troubleshooting
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Participate in a digital technology project from concept to implementation, and through all phases of the software development lifecycle
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 3+ years applied experience.
* Hands on experience on iOS development using Swift
* Proficiency in Swift, SwiftUI, UIKit, CoreData, Combine, and other iOS frameworks.
* Experience working in system design, architectural patterns (MVC, MVVM, VIPER, etc.), and design principles.
* Formal training or certification on software and engineering concepts and 5+ years applied experience.
* Hands-on practical experience iOS application development.
* Experience in agile methodologies such as CI/CD, Application Resiliency, and Security
* Experience in automation and continuous delivery methods
* Understands the importance of unit testing and is able to write meaningful unit tests
* Experience in all aspects of the Software Development Life Cycle
* Experience in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Use of F...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:04
-
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...
....Read more...
Type: Permanent Location: Petoskey, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:01
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Stanwood, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:01
-
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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Gahanna, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:00
-
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...
....Read more...
Type: Permanent Location: Ridgeland, US-MS
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:58
-
Workforce Screening conducts background checks on new hires and rescreening of current employees and contingent workers, in partnership with Human Resources and Global Supplier Services.
This function helps protect the firm's assets, reputation, employees, and clients pursuant to firm policy and regulatory standards.
As a Screening Manager with Global Workforce Screening, you will be an operations lead.
Responsible for managing case volume with tight deadlines, maintain quality control, trouble shoot issues and continuously improve processes.
You will provide oversight for the team who executes operational processes.
You will report into the Global Workforce Screening Manager and work closely with management team, regional peers, as well as our partners within HR and Compliance and other internal stakeholders.
As the Screening Manager within Global Workforce Screening, you will serve as an operations lead, responsible for managing case volume under tight deadlines, maintaining quality control, troubleshooting issues, and continuously improving processes.
You will oversee the team executing operational processes and report to the Global Workforce Screening Manager.
Additionally, you will collaborate closely with the management team, regional peers, and partners within HR, Compliance, and other internal stakeholders.
Job Responsibilities:
* Responsible for managing partners and stakeholder expectation as it relates to screening of various worker types throughout North America.
Ensuring service legal agreements are met through KPI monitoring
* Leading workforce screening efforts to ensure a high-quality candidate/employee experience
* Report to the Global Workforce Screening Manager in the US and serve as a trusted advisor to stakeholders, building relationships with partners such as HR, Employee Relations, Assignment Sponsors, Sourcing, and project teams globally
* Adhere and maintain screening program structure; ensure compliance with legal and regulatory mandates
* Support and assist managing team members in other locations
* Drive quality and operational efficiency by collaborating with vendor product and operations staff; identify and remediate issues.
Be comfortable utilizing automated processes and AI
* Understand and adherence to the firmwide policies, standards and procedures, by GWS operations team and screening vendors
* Identify & escalate risk as it relates to process; implement controls to mitigate
* Manage screening projects driving best practice and efficient practices, ensuring team is well-resources, trained and meeting service level agreements
* Collaborate with peer managers, to assist with overall team management
Required qualifications, capabilities and skills:
* 7+ years of work experience managing operations
* Knowledge of pre-employment screening, human resource management, compliance, legal or fraud/investigations
* Excellent operational and people manag...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:57
-
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 Wealth Advisor in the U.S.
Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.
Job Responsibilities
* Serve as an advisor to clients on personal planning matters
* Identify opportunities for the Bank to serve in a current or future fiduciary capacity
* Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
* Assist Bankers and other team members in their new business efforts
* Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach
* Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
* Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
Required Qualifications, Capabilities, and Skills
* Five plus years of complex estate and wealth planning experience
* Professional designations required: JD
* Recognized expertise in managing the estate planning needs of high-net-worth individuals
* Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
* Strong knowledge of U.S.
and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
* Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
* Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
Preferred Qualifications, Capabilities, and Skills
* CPA designation
* Ability to partner with clients' other advisors (principally their attorneys and accountants)
* Demonstrated understanding of other wealth management disciplines...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:55
-
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...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:55
-
Bring your expertise to JP Morgan 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 Lead Credit Officer - Vice President in Middle Market Banking and Specialized Industry Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations.
Additionally, you will work with family-owned businesses, financial sponsors and some publicly traded companies.
You will be responsible for analyzing and structuring new financing solutions as well as ongoing portfolio management in support of a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations with execution on both a bilateral basis and in the syndicated finance market with a heavy emphasis on the latter.
Additionally this Vice President position involves extensive interaction with clients, internal partners, legal counsel, and other lenders, etc.
Additionally this role supports Middle Market Banking and Specialized Industries for the Mid-Atlantic region which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries including federal government contractors.
Job Responsibilities
* Utilize excellent credit analysis and financial modeling skills to analyze and structure new transactions and work independently on the assigned credit portfolio.
* Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
* Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
* Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
* Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
* Act with a sense of urgency and drive execution to meet both internal and client deadlines.
* Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the "go-to" person for credit by both internal partners and clients.
* Provide leadership in the market by being a positive contributor to the team, including being a mentor to less exp...
....Read more...
Type: Permanent Location: McLean, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:54
-
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...
....Read more...
Type: Permanent Location: Aventura, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:52
-
Join the Advanced Media Solutions team, a team of media and technology professionals focused on AI configuration and enablement across JPMorganChase Paid Media.
This team works in close partnership with paid media subject matter experts, Controls, Compliance, Legal and Sourcing.
They ensure the solutions are delivered end-to-end, while ensuring responsible use of AI in compliance with internal policies, laws, and regulations, with regular progress updates being shared with senior leadership and C-Suite management.
As part of its mandate, the Advanced Media Solutions team will devote time to remain up to date with cutting-edge advances in AI.
As the Media Platform/Third Party AI on the Advanced Media Solutions team, you will work with the Media Agency of Record AI lead and colleagues across the Paid Media team, execution platforms, media agencies, Data & Analytics, etc.
to integrate the use of artificial intelligence into business strategies to deliver measurable commercial impact and solutions geared to assist the Paid media team.
Your responsibilities include advancing both traditional AI/ML and generative AI capabilities, identifying priorities, and focusing on high-impact AI use cases.
You will set the Generative AI strategy around Large Language Models and Agentic AI, reuse and scale AI solutions across lines of business, and foster a culture of innovation and an AI-first mindset among employees.
Job responsibilities
* Maintain a full landscape view of tools and tech that benefit Paid Media across both our internal and external partners
* Responsible for maintaining a list of tool/tech opportunities, understanding the inherent implementation complexity, assigning value prop and sizing, and systematically leading the process of approval to implementation
* Responsible for taking these tools through internal approvals and registering with AI/ML governance, ensuring compliance requirements are maintained/up-to-date, and owning operating model change management with working teams
* Collaborate with counterparts in Performance Marketing, Brand, Product and Tech, and Global Tech Strategy to review tools, evaluate opportunities, determine fit for Paid Media, and develop implementation plans.
* Responsible for maintaining/developing backlog of work with Marketing Data & Analytics, FAST, CCB Data Owners, and feed asks into Central Marketing backlog for CAMP; lead and broker agreements with each group to use their resources to achieve large scale projects
* Contribute to the data ecosystem, enablement, and applied AI/ML strategy, supporting the Strategy and Data Enablement Lead
* Partner with Media AOR AI, Configuration and Enablement lead to evaluate capabilities and determine how each tool should be classified
* Synthesize complex information around our marketing technology solutions into a cohesive narrative that is presentable for a variety of stakeholders and remain up to date with latest progress and b...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:52
-
Bring your expertise to JPMorgan.
As part of our Screening Team, you will play a pivotal role in advancing the firm's multifamily housing goals by to assist the team and the GSE's in solving real-world challenges that impact our company, customers and communities.
Our culture in Screening is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Screening Associate in the Screening Team, you will leverage credit training, data analysis, loan structuring, and client management for Fannie Mae and Freddie Mac multifamily loans to pre-screen the creditworthiness of clients, properties, and markets and assist Bankers with getting new loans under application.
Job Responsibilities
* Utilize preliminary underwriting skills and knowledge of Fannie Mae and Freddie Mac underwriting guidelines and pricing, to independently size loans and author concise, thoughtful analysis of transactions using appropriate structure while identifying key risks at the pre-application stage
* Work proactively with Banking team to ensure timely quotes and terms are delivered to the client
* Work with internal and external cohorts to ensure efficient and quick progression of deal intake through application
* Analyze due diligence documents and develop comprehensive understanding of collateral, cash flow, sponsor, and market risks for quote submissions prior to loan application
* Work through conventional transactions including portfolios, lease up, MHC, and standard market rate properties
* Contribute to platform infrastructure and processes through special projects
Required qualifications, skills and capabilities
* BS or advanced degree with business focus
* Minimum of two plus years experience in commercial real estate which might include pre-application screening experience and GSE quote submissions
* CRE Multifamily knowledge
* Strong verbal, written, and interpersonal skills
* Strong analytical and problem solving skills
* Advance proficiency in Microsoft Excel and Word.
Preferred qualifications, skills and capabilities
* Experience with Fannie Mae and Freddie Mac systems and applications
* Experience in using CLOSER (Commercial Loan Origination Securitization Enterprise Reporting) system
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 ba...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:51
-
Join the Advanced Media Solutions team, a team of media and technology professionals focused on AI configuration and enablement across JPMorganChase Paid Media.
This team works in close partnership with Paid Media subject matter experts, Controls, Compliance, Legal and Sourcing.
This ensures the solutions are delivered end-to-end, while ensuring responsible use of AI in compliance with internal policies, laws, and regulations, with regular progress updates being shared with senior leadership / C-Suite management.
As part of its mandate, the Advanced Media Solutions team will devote time to remain up to date with cutting-edge research in AI.
As the Media Platform/Third Party AI Social -Senior Associate on the Advanced Media Solutions team, you will work with colleagues across the Social Paid Media team to integrate the use of artificial intelligence into business strategies to deliver measurable commercial impact and solutions geared to assist the execution of paid social media.
Your responsibilities include advancing both traditional AI/ML and generative AI capabilities, identifying priorities, and focusing on high-impact AI use cases.
You will set the Generative AI strategy around Large Language Models and Agentic AI, reuse and scale AI solutions across lines of business, and foster a culture of innovation and an AI-first mindset among employees.
Job responsibilities
* Work closely with subject matter experts to learn about the business and identify innovative AI solutions that can be integrated into our tools and platforms.
* Collaborate with internal teams for the end-to-end delivery of the AI solutions
* Assimilate information and communicate complex analyses and recommendations effectively to senior executive stakeholders across the organization
* Remain up to date with latest progress and breakthrough in the AI community
* Lead capabilities assessments with tech partners, identifying potential risks and ensure compliance with regulations, standards and ethical guidelines
* Bring new platforms and capabilities into a highly regulated and matrixed firm
* Provide ongoing support, maintenance, and refinement
Required qualifications, capabilities, and skills
* 4+ years of social media buying experience (i.e.
Meta, Pinterest, Snapchat, LinkedIn, and TikTok)
* Planning and executing projects while keeping to timelines and budget, and a passion for problem solving and innovative (out of the box) thinking
* Ability to learn complex business problem statements and re-formulate in simple terms, and to distill complex data into actionable insights
* Exceptional attention to detail and a commitment to accuracy
* Deep expertise in both traditional AI/ML and generative AI
* Demonstrated ability to figure out solutions to hard problems with many constraints, using sound judgement to assess risks, and to lay out your argument in a well-structured, data-informed, written narrative
* ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:50
-
Join the Advanced Media Solutions team, a team of media and technology professionals focused on AI configuration and enablement across JPMorganChase Paid Media.
This team works in close partnership with Paid Media subject matter experts, Controls, Compliance, Legal and Sourcing.
This ensures the solutions are delivered end-to-end, while ensuring responsible use of AI in compliance with internal policies, laws, and regulations, with regular progress updates being shared with senior leadership/C-Suite management.
As part of its mandate, the Advanced Media Solutions team will devote time to remain up to date with cutting-edge advances in AI.
As the Media Technology and Tools, Programmatic -Senior Associate on the Advanced Media Solutions team, you will work with colleagues across the Paid Media team, execution platforms, media agencies, Data & Analytics, etc.
to integrate the use of artificial intelligence into business strategies to deliver measurable commercial impact and solutions geared to assist the Paid media team.
Your responsibilities include advancing both traditional AI/ML and generative AI capabilities, identifying priorities, and focusing on high-impact AI use cases.
You will set the Generative AI strategy, reuse and scale AI solutions across lines of business, and foster an AI-first culture among employees.
Job responsibilities
* Remain up to date with the latest progress and breakthroughs in the AI community.
* Synthesize complex information about marketing technology solutions into a cohesive narrative for various stakeholders.
* Collaborate closely with Data and Analytics, Product, Technology, Modeling, Finance, and Media teams to streamline working groups.
* Track and memorialize timelines, roadmaps, and project plans that are commercially relevant and future-facing.
* Lead martech capability evaluation, make recommendations, and implement both internal and external solutions across Lines of Business.
Consult on operational BAU process workflows.
* Oversee the planning and execution of AI and agent-based automation projects for Media AOR and third-party capabilities, ensuring delivery on time, within scope, and within budget.
Required qualifications, capabilities and skills
* 5+ years' experience in programmatic campaign management and experience in executing campaigns across multiple digital channels, with firsthand experience in programmatic DSPs such as Dv360, Trade Desk, Amazon, and Vistar
* Experience in collaborating effectively across functions to generate results through orchestrated execution and optimization of performance programs including strategy, messaging, branding, creative, trafficking, tagging, etc.
* Strong analytical mindset and ability to connect technology investments to business outcomes
* Strong collaboration across cross functional teams to integrate AI solutions into existing processes
* Planning and executing projects while keeping to timelines ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:48
-
Join the Advanced Media Solutions team, a team of media and technology professionals focused on AI configuration and enablement across JPMorganChase Paid Media.
This team works in close partnership with paid media subject matter experts, Controls, Compliance, Legal and Sourcing.
This ensures the solutions are delivered end-to-end, while ensuring responsible use of AI in compliance with internal policies, laws, and regulations, with regular progress updates being shared with senior leadership and C-Suite management.
As part of its mandate, the Advanced Media Solutions team will devote time to remain up to date with cutting-edge advances in AI.
As the Media Agency of Record (AOR) AI Configuration and Enablement Lead-Vice President on the Advanced Media Solutions team, you will work with colleagues across the team on execution platforms, media agencies, Data & Analytics, etc.
to integrate the use of artificial intelligence into business strategies to deliver measurable commercial impact and solutions geared to assist the Paid Media team.
You should be experienced in both traditional artificial intelligence/machine learning and generative artificial intelligence capabilities, identifying priorities and focusing on high-impact artificial intelligence use cases.
You will set the Generative AI strategy around Large Language Models and Agentic AI, reuse and scale AI solutions across lines of business, and foster a culture of innovation and an AI-first mindset among employees.
Job responsibilities
* Evaluate agency capabilities to determine which tools augment either Media team or supporting agency capabilities, and take them through internal requisite oversight and approval steps for use-working closely with supporting teams such as Data & Analytics, Product, Technology, Modeling, Finance, and Media.
* Define success criteria, measure and monitor success metrics on an ongoing basis, and report business benefits to the Marketing CFO office.
* Partner with the Integrated Media Management team to roadshow new capabilities and build implementation plans to either test new tools or implement tools into existing operating models.
* Recommend annual adjustments to our agency support model to ensure limited or low duplication of services across agencies, and maximize value realized from onboarded tools.
* Collaborate with the Media Platform/Third Party AI lead to evaluate capabilities, determine how each tool should be classified, and own the implementation plan (e.g., building internally, on our behalf, externally, buy, etc.).
* Lead the planning and execution of AI and agent-based automation projects for both Media AOR and third-party capabilities, ensuring delivery on time, within scope, and within budget.
* Guide those same tools through internal approvals and register with AI/ML governance, ensuring compliance requirements are maintained and up to date, and own operating model change management with working teams.
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:48
-
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...
....Read more...
Type: Permanent Location: Salinas, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:46
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Oak Ridge, US-TN
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:45
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Libertyville, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:45
-
Join our Regulatory Reporting Policy team as a Vice President! The Regulatory Reporting Policy team sits within Corporate Finance - Corporate Controllers specifically within the Bank Controller, Accounting Policy and Reporting (BCAPR), consisting of the Bank Controller, Corporate Accounting Policy, Regulatory Reporting Policy, Inter-entity Analysis, Quality Review & Control and SEC Reporting teams.
As a Vice President on the Regulatory Reporting Policy team, you will provide Firmwide guidance, assist with the interpretation of regulatory reporting rules and instructions, support our internal stakeholders to ensure the Firm's compliance with reporting requirements, establish the framework for and deliver regulatory reporting training, and provide regulatory exam support.
Job responsibilities:
* Lead the development of regulatory reporting related technical trainings
* Lead initiative in supporting Firmwide regulatory reporting training frameworks
* Coordinate assessment of proposed changes to the applicable U.S.
regulatory reports with the reporting teams and assist & coordinate feedbacks to regulators including comment letters
* Collaborate with regulatory reporting teams within FRRA in implementation of new rule or regulation changes
* Provide SME guidance related to regulatory reporting requirement changes and implementation considerations
* Provide technical interpretation & guidance on regulatory reporting issues and document interpretations of complex transactions and new products
* Participate in policy implementation initiatives and coordinate implementation update to the Regulatory Reporting Policy & Implementation Committee
* Define, develop, and maintain Firmwide regulatory reporting policy and guidelines
* Liaise with regulators on questions requiring formal interpretations
* Develop and maintain internal policy interpretation and implementation related Frequent Asked Questions to the regulators
Required qualifications, capabilities, and skills:
* Accounting degree required
* 5 years of experience in banking/capital market industry, with US GAAP interpretation expertise required
* Banking/capital market product knowledge (loans, deposits, equity investments, debt securities, derivatives, securities financing transactions) required
* Vice President level or equivalent experience
* Strong interpretation, analytical, and communication skills
* Ability to work in teams and interface with senior management and staff
* Delivers timely and high quality work consistently over time with a sense of urgency
* Strong written and oral communication skills, including the ability to clearly and concisely articulate US GAAP or regulatory reporting requirements
* Attention to details with the ability to understand and analyze complex reporting rules and instructions
* Experience with establishing and meeting critical deadlines, as well as tracking ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:44
-
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...
....Read more...
Type: Permanent Location: Spokane, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:43
-
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...
....Read more...
Type: Permanent Location: Coral Springs, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:42
