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JOB DESCRIPTION
This role will be a new business underwriter in the Chubb Global Climate Business unit reporting into the Vice President for Climate Tech.
The Chubb Global Climate Business Unit's mission is to expand existing capabilities and expertise to establish Chubb as the leading global provider of P&C insurance products and services.
Our approach is to establish a Global practice, with embedded risk engineering, claims handling, analytics, and communications to support local execution and deliver proactive "go to market" capabilities that address the ongoing evolution of climate sustaining operations, technologies and services.
Position Responsibilities include:
* Focus on generating New Business pipeline and growing portfolio.
* Handling of Key Accounts within Climate Tech IP.
* Building Chubb Brand in the marketplace.
* Learning emerging technologies and finding insurance solutions utilizing all Chubb resources and third party sources.
* Drive financial performance of a Commercial book of business.
* Meet or exceed financial goals including rate, growth, profit, retention, and new business.
* Predominately responsible for account solicitation, risk selection and analysis, pricing and sales of core commercial products and services for new and existing customers.
* Participate in cross-sell initiatives within Commercial Insurance to expand product offerings to current clients.
* Meet with new and renewal customers and agents/brokers to negotiate coverage, price, financial terms and service delivery.
* Build relationship with agents/brokers to meet or exceed financial goals and create effective business plans for assigned agents/brokers and territory.
* Work collaboratively and effectively with a team of underwriters, underwriting associates, customer service representatives, claims examiners, and Chubb risk engineers.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other chara...
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Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:33
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JOB DESCRIPTION
ESIS is currently seeking an experienced candidate to develop and lead important business relationships with ESIS colleagues and clients.
This position in ESIS Partnership Services provides an opportunity for an outstanding senior level candidate to join a fast paced, growing organization bringing their knowledge of the property and casualty claims industry and exemplary account management and leadership skills to positively manage business relationships and impact client retention.
The ESIS Senior Partnership Leader will oversee the performance and growth of our regional and national portfolio, ensuring that production results align with our financial objectives.
This is a critical role in driving the retention and profitability of ESIS by strategically managing client relationships, promoting our suite of products and services, and acting as a trusted advisor for our top revenue-generating clients.
Portfolio Management
* Track, analyze, and manage production outcomes across regional and national structures to ensure alignment with financial goals.
* Take ownership of ESIS's growth and profitability by strategically managing client retention based on revenue and unit metrics.
* Drive client expansion initiatives through effective education on ESIS's diverse products and services.
* Serve as the foremost account executive and trusted consultant for our largest, revenue-generating clients.
Business Acumen & Account Management
* Lead the strategic execution of client deliverables for both internal and external initiatives.
* Serve as the primary point of contact for clients, addressing inquiries, concerns, and challenges promptly and effectively.
* Develop an in-depth understanding of the assigned client's industry and business dynamics to provide tailored support.
* Utilize expertise in the ESIS risk management information system to produce insightful reports tailored to client specifications.
* Analyze client data and trends to formulate actionable strategies that will enhance program outcomes.
* Operate in a consultative manner to optimize client performance through data-driven insights.
* Collaborate effectively with clients, brokers, carriers, and ESIS team members, balancing independent and leadership roles as needed.
* Lead high-level projects and meetings, ensuring senior engagement and alignment on objectives.
* Oversee client initiatives and projects, including preparatory meetings and comprehensive claim file reviews.
* Identify and implement opportunities for increasing client program efficiencies; address concerns and resolve issues efficiently.
* Foster proactive and strategic planning in managing client relationships.
* Support the regional vice president with various tasks related to sales processes and production management.
* Execute tactical and strategic objectives in alignment with established timelines and expectations.
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:31
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JOB DESCRIPTION
Position Responsibilities:
The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New & Renewal Chubb Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions and utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file.
QUALIFICATIONS
The
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:30
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JOB DESCRIPTION
Job Summary:
Chubb is seeking a skilled and experienced Business Intelligence leader who will be responsible for leading the Global Finance Business Intelligence department, prioritizing efforts, for segment and regional business intelligence teams.
This role provides an exciting opportunity for individuals who thrive in fast-paced environments, have a passion for driving change, and possess exceptional influencing, critical thinking, and leadership skills.
Successful candidates will play a key role in shaping the organization's strategies and achieving its objectives.
This role will report into the SVP, Head of Business Intelligence, and will support the organization's strategic transformation goals as well as maintaining the on-going business intelligence operating activities.
The role will be supporting the Corporate Finance leaders, and business segments finance leaders with their BI needs.
The team comprises of BI Architects, Visualization Engineers and Product owners.
The ideal candidate must have a strong background in understanding business activities, processes, systems, and data architecture in the insurance industry.
The ideal candidate will have the necessary experience in design, visualization techniques, and customer journey mapping.
They will be able to align with business requirements to the underlying data and be able visualize user experiences effectively.
The individual will be responsible for managing a team that creates visually appealing and interactive designs to enhance the customer experience throughout the requirements process.
The role will be responsible for being a thought leader in designing data-driven narratives that transform complex data sets into actionable insights, ultimately fostering a culture of data-driven decision-making throughout the organization.
As a senior leader within the organization, this role will require excellent communication skills, both at a technical and non-technical level, and the ability to collaborate and influence key stakeholders and business leaders.
The successful applicant will work closely with executive management team applying critical thinking to identify opportunities for growth and optimization.
We are looking for someone who understands the different personas within the organization and can manage each of their needs, respectively.
The role will be responsible for sharing information and providing guidance and leadership to our executive management team.
Also, the role must bring awareness to the wider value provided by the business intelligence suite of products.
Responsibilities:
* Must be a strategic thinker with an ability to think creatively and analytically.
* Drive the development of business intelligence strategies and roadmaps.
* Oversee a team of technical professionals tasked with delivering Finance BI solutions.
* Analyze data and provide insights to Executive management (C-suite) regarding business performance.
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:29
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JOB DESCRIPTION
Chubb is seeking an outstanding VP, Head of AI Platform to play a pivotal role in scaling Chubb's AI capabilities, driving innovation, and delivering impactful solutions that redefine the insurance landscape and deliver AI platform to drive enterprise transformation through AI at a global scale.
As a VP, Head of AI Platform, you will:
* Strategic Leadership and Vision: Define and execute a comprehensive, multi-year strategic vision for Chubb's all-in-one AI platform, ensuring alignment with enterprise and product strategies to deliver transformative AI-driven solutions that enhance the insurance experience.
* AI Platform Development and Innovation: Oversee the architecture, development, and optimization of the AI platform, encompassing AI Agentic solutions, LLM-based applications, prompt engineering, MCP server management, and the full lifecycle of AI model development, training, validation, deployment, and monitoring.
* Team Building and Culture: Build and lead a high-performing, mission-driven team of AI experts, fostering a culture of technical excellence, ownership, collaboration, and measurable outcomes.
* Scalable and Production-Grade Solutions: Drive the delivery of innovative, scalable, and production-grade AI solutions, ensuring the platform meets the highest standards of reliability, performance, and business impact.
* Technical Roadmap Execution: Lead executing technical roadmaps for AI model experimentation, training, deployment, and optimization, ensuring the platform evolves to meet emerging business needs and technological advancements.
* Cross-Functional Communication: Serve as a key communication leader, translating complex technical concepts into clear, actionable insights for business and executive stakeholders, while ensuring transparency and alignment across all organizational levels.
* Business Impact and Measurable Outcomes: Ensure the AI platform delivers measurable business outcomes, driving innovation and efficiency across Chubb's operations and creating a competitive advantage in the insurance industry.
* Governance and Monitoring: Establish robust governance, monitoring, and analytics frameworks to ensure the platform's performance, security, and compliance with industry standards and regulations.
Vision & Strategy:
* Enterprise-Wide AI Vision: Define and champion the overarching vision for Chubb's AI platform as a strategic enabler of business transformation, positioning the company as a global leader in AI-driven insurance innovation.
* Strategic Alignment: Develop and execute a multi-year roadmap for the AI platform, ensuring alignment with Chubb's enterprise strategy, product goals, and long-term business objectives, while anticipating future industry trends and disruptions.
* Industry Leadership: Identify and capitalize on emerging trends, risks, and opportunities in AI, LLMs, and related technologies, ensuring Chubb remains at the forefr...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:28
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JOB DESCRIPTION
Chubb Global Casualty leverages Chubb's extensive resources, expertise, and innovative capabilities to provide exceptional risk management solutions tailored for businesses of all sizes.
With a strong emphasis on large accounts, including Fortune 100 companies, our division is dedicated to comprehensively understanding and fulfilling the unique needs of our clients.
We achieve this through building robust relationships, crafting customized risk management programs, and utilizing cutting-edge technology that drives meaningful value.
We are currently looking for an Underwriter to join our NYC team.
This role presents an exciting opportunity to work within a dynamic, collaborative team environment.
Details of this critical opening follow:
* Fundamentals of coverage, terms and conditions.
Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customer.
* Risk Assessment.
Ability to identify risk exposures, special or common hazards, and appropriate controls.
Ability to select risk based on exposure and risk analysis.
Ability to analyze claims and quantify losses.
* Financial proficiency.
Understanding of financial statements and ratios used in risk analysis.
Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets.
Ability to understand credit risk.
* Actuarial fundamentals.
Ability to understand loss trends, loss triangles, and ratemaking.
Ability to quantify risk based on experience history and forecasting methods.
* Marketing and communications.
Ability to sell and negotiate to achieve bottom line profitability for the Company.
Ability to make presentations and communicate articulately.
Ability to base communications on strategic thinking.
Ability to manage producer strategy.
* Systems and programs.
Ability to use systems and software programs needed to conduct daily business.
Duties may include but are not limited to:
* Solicits new and renewal submissions from brokers
* Determines terms and conditions and complex rating plans
* Binds coverage
* Documents the underwriting files
* Handles more complex files and portfolios within underwriting authority
* Guides and mentors junior staff.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:25
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JOB DESCRIPTION
We are seeking a detail-oriented and motivated Cash Management Analyst to support the cash application process.
In this role, you will be responsible for the identification and matching of received payments to the corresponding receivables, managing cash transfers, disbursements, and mark-offs.
This position requires a strong emphasis on quality and timeliness, along with the ability to navigate various receivable systems and policy administration processes.
Key Responsibilities:
* Accurately identify and match incoming payments to corresponding receivables.
* Manage cash transfers, disbursements, and mark-off processes.
* Ensure high-quality work by focusing on details and adhering to timelines.
* Collaborate with peers, management, and both internal and external partners to facilitate effective communication and support.
* Utilize multiple receivable systems and policy administration tools to execute cash management operations efficiently.
* Work closely with offshore partners to facilitate seamless operations.
* Run and create daily reports to monitor and ensure cash application is completed.
QUALIFICATIONS
Bachelor's
Previous
Strong
Ability
Proficiency
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:22
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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: Pembroke, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:19
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We are a dynamic and innovative Quantitative Equity Research Team seeking a highly motivated Junior Quantitative Equity Data Analyst to join our talented and collaborative team.
As a key player in the financial industry, we leverage data-driven insights to make informed investment decisions and drive our research strategies.
As a Junior Quantitative Equity Data Analyst within our Quantitative Equity Research Team, you will collaborate with senior analysts to develop and maintain robust data pipelines, utilize programming skills in Python to automate processes, and work with SQL to manipulate data.
You will apply statistical methods to interpret financial data, assist in developing data visualization tools, and ensure timely delivery of insights.
Your role will focus on maintaining data integrity and quality, providing you with the opportunity to enhance your skills in a dynamic and innovative environment.
Job responsibilities
* Design, build, and maintain production-quality pipelines to support systematic research and analytics.
* Refactor and optimize existing codebases to improve performance, maintainability, and scalability.
* Develop and maintain dashboards, reporting tools, and data visualization solutions to communicate research insights and portfolio analytics to stakeholders.
* Collaborate with quantitative researchers to translate prototypes into robust production systems.
* Ensure high standards of code quality, testing, and documentation across all projects.
* Partner with technology and operations teams to ensure efficient data access and system reliability.
* Integrate and manage external/internal APIs to streamline data acquisition and system interoperability.
Required qualifications, capabilities and skills:
* Strong programming skills in Python (experience with Pandas, NumPy, and scientific computing libraries required).
* Experience with SQL and relational databases and familiarity with NoSQL data stores and large-scale data handling.
* Strong knowledge of software engineering best practices: version control, testing frameworks.
* Demonstrated experience in building data pipelines and production systems, with tools like Apache Airflow.
* Experience with dashboarding/visualization frameworks (e.g., Plotly Dash, Streamlit, Tableau, or similar).
* Experience working with APIs (REST, or proprietary data feeds), including integration, error handling, and performance optimization.
* Strong problem-solving skills, attention to detail, and a passion for clean, maintainable code.
* Ability to work collaboratively with researchers and business stakeholders, translating requirements into practical solutions.
* Bachelor's or Master's degree in Computer Science, Engineering, Applied Mathematics, or a related field.
Preferred qualifications, capabilities and skills:
* Familiarity with cloud computing platforms (AWS, GCP, or Azure).
* Exposure to fi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:16
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J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services.
You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts.
You will also be responsible for risk management, client relationship management, and personal development and training.
This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.
Job Responsibilities :
* Work with the Account Opening Group to open estate or trust accounts.
* Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records.
Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
* Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
* Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
* Work with Tax Officers and trust counsel to resolve tax issues
* Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service.
* Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
* Develop, retain and deepen client relationships.
* Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.
This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.
Required Qualifications, Skills and Capabilities
* Bachelor's degree required
* Relevant years of e...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:13
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The Corporate Technology Data Science and AI organization solves challenging business problems using data science and machine learning techniques across Corporate Technology and the supported Corporate Functions
As a Machine Learning Vice President in this team, you will build effective, scalable, and modern analytical solutions for various banking domain problems and deploy them into production business workflows.
This is an exciting opportunity to work alongside a world-class group of Data Scientists and Machine Learning Engineers and have profound influence on the business and technology processes of the firm.
You will have broad areas of ownership including but not limited to stakeholder engagement, data mining, insights delivery, training and deployment of machine learning/LLM solutions as well as the ability to influence entire organizations.
All in a modern data and development environment.
Job Responsibilities
* Lead the development and implementation of GenAI and Agentic AI solutions using Python to enhance automation and decision-making processes.
* Oversee the design, deployment, and management of prompt-based models on LLMs for various NLP tasks in the financial services domain.
* Conduct and guide research on prompt engineering techniques to improve the performance of prompt-based models within the financial services field, exploring and utilizing LLM orchestration and agentic AI libraries.
* Collaborate with cross-functional teams to identify requirements and develop solutions to meet business needs within the organization.
* Communicate effectively with both technical and non-technical stakeholders, including senior leadership.
* Build and maintain data pipelines and data processing workflows for prompt engineering on LLMs utilizing cloud services for scalability and efficiency.
* Develop and maintain tools and frameworks for prompt-based model training, evaluation, and optimization.
* Analyze and interpret data to evaluate model performance and identify areas of improvement.
Required Qualifications, Capabilities, And Skills
* Master's degree in a data science-related discipline, plus at least five years of industry experience (or: PhD in a data science-related discipline, plus at least three years of industry experience)
* Extensive experience with data analysis and transformation (especially in Python) and analytics
* Experience with continuous integration models and unit test development
* Strong written and spoken communication to effectively communicate technical concepts and results to both technical and business audiences.
* Scientific thinking with the ability to invent and to work both independently and in highly collaborative team environments
* Curious, hardworking and detail-oriented, and motivated by complex analytical problems
Preferred Qualifications, Capabilities, And Skills
* Familiarity with the financial services industry
* Exp...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:12
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The Corporate Technology Data Science and AI organization solves challenging business problems using data science and machine learning techniques across Corporate Technology and the supported Corporate Functions
As a Machine Learning Vice President in this team, you will build effective, scalable, and modern analytical solutions for various banking domain problems and deploy them into production business workflows.
This is an exciting opportunity to work alongside a world-class group of Data Scientists and Machine Learning Engineers and have profound influence on the business and technology processes of the firm.
You will have broad areas of ownership including but not limited to stakeholder engagement, data mining, insights delivery, training and deployment of machine learning/LLM solutions as well as the ability to influence entire organizations.
All in a modern data and development environment.
Job Responsibilities
* Lead the development and implementation of GenAI and Agentic AI solutions using Python to enhance automation and decision-making processes.
* Oversee the design, deployment, and management of prompt-based models on LLMs for various NLP tasks in the financial services domain.
* Conduct and guide research on prompt engineering techniques to improve the performance of prompt-based models within the financial services field, exploring and utilizing LLM orchestration and agentic AI libraries.
* Collaborate with cross-functional teams to identify requirements and develop solutions to meet business needs within the organization.
* Communicate effectively with both technical and non-technical stakeholders, including senior leadership.
* Build and maintain data pipelines and data processing workflows for prompt engineering on LLMs utilizing cloud services for scalability and efficiency.
* Develop and maintain tools and frameworks for prompt-based model training, evaluation, and optimization.
* Analyze and interpret data to evaluate model performance and identify areas of improvement.
Required Qualifications, Capabilities, And Skills
* Master's degree in a data science-related discipline, plus at least five years of industry experience (or: PhD in a data science-related discipline, plus at least three years of industry experience)
* Extensive experience with data analysis and transformation (especially in Python) and analytics
* Experience with continuous integration models and unit test development
* Strong written and spoken communication to effectively communicate technical concepts and results to both technical and business audiences.
* Scientific thinking with the ability to invent and to work both independently and in highly collaborative team environments
* Curious, hardworking and detail-oriented, and motivated by complex analytical problems
Preferred Qualifications, Capabilities, And Skills
* Familiarity with the financial services industry
* Exp...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:10
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You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients.
A role as a Government Banking Industry Manager is for you.
As an Industry Manager within our Government Specialized Industry Banking team, you will oversee the Midwest Region, which encompasses Illinois, Indiana, Iowa, Ohio, Michigan, Minnesota, Kansas, Kentucky, Nebraska, North Dakota, South Dakota, Wisconsin, West Virginia, and Western PA.
In this role, you will lead a team of Bankers, Treasury Management Officers, Associates, and Analysts in their efforts to develop and maintain profitable banking relationships with government clients.
A typical team includes direct management of 7 to 10 team members including Industry Executives and directly reporting bankers.
The government industry handles commercial banking client relationships across the country.
The team focuses on cities, counties, school districts and other government entities.
As the industry manager, you will work with dedicated product specialists from Treasury & Securities Services, Public Finance, Securities Trading, Asset Management and Leasing to provide the firm's extensive services and products to our clients and prospects.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Analyze the data of the business to drive sales
* Deliver the entire firm across lines of business
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Lead specially assigned projects for the benefit of region and national team
* Hire, manage, coach, mentor and retain a high performing and diverse team
* Foster a diverse, equitable and inclusive work environment
Required Qualifications, Capabilities and Skills
* Typically a minimum of ten years account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services with knowledge of the region
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills with proficiency in building and maintaining positive client relationships
* Strong technology experience; digital background
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong knowledge of regulatory and control framework
* Proven leadership, management, and client relationship skills, as well as extensive industry and product knowledge, and strong transaction execution skills
* Excellent organizational skills and the ability to manage, prioritize, work under pressure an...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:09
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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: Yakima, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:08
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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...
....Read more...
Type: Permanent Location: Stanwood, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:53:01
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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 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
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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...
....Read more...
Type: Permanent Location: Ridgeland, US-MS
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:58
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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...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:57
-
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
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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...
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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 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
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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: Libertyville, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:45
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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...
....Read more...
Type: Permanent Location: Spokane, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:43
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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...
....Read more...
Type: Permanent Location: Coral Springs, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:42
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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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products ...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-15 08:52:39
