-
JOB DESCRIPTION
Chubb Commercial Insurance is looking for an applicant to fill the position of Commercial Renewal Underwriter - Property.
This Underwriter would be responsible for underwriting an assigned book of business and would service between three and six of the 14 branches in the Midwest region branches.
Commercial Insurance writes companies with revenues up to $1B, including both guaranteed cost and loss sensitive program structures.
This underwriter will be charged with directly underwriting and growing a book consisting mainly of middle market business.
The position will be charged with building strong relationships with their assigned agency/broker plant to retain accounts and will work closely with the respective Commercial Insurance Managers, Industry Practice Leaders, Territory Underwriting Managers and Home Office line of business leaders to position this portfolio within Commercial Insurance for growth and profit.
This role is also responsible for writing new business through cross sell and account rounding.
Responsibilities
The Renewal Underwriter will:
* Underwrite primarily renewals for an assigned book of business.
* Establish relationships with key trading partners and drive strong account retention activity across assigned territory.
* Be responsible for profit, growth and retention of assigned book.
* Meet or exceed new business production goals while maintaining profitability across assigned portfolio and adhering to authority and strategies.
* In conjunction with the Underwriter Associate, retain key assigned renewals and lead coordination of Risk Engineering & Claims Service where needed.
* Maintain and develop relationships with the branch, our agents, brokers and clients.
Competencies/Technical Skills:
* Proven ability to successfully negotiate on all levels and develop producer relationships
* Demonstrate ability to analyze risks, prioritize the gathering of underwriting data, and clearly communicate a well thought out underwriting approach
* Excellent communication and documentation skills required
* Ability to work independently, show initiative, while demonstrating strong collaboration skills in a team environment
* Strong time and desk management skills
* Working knowledge of Microsoft Office Suite as well as other business-related software
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 compli...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:12
-
JOB DESCRIPTION
* Phone quoting, issuance of new business, endorsements, and renewal policies of personal lines insurance coverage
* Provide superior customer service and quality technical content via incoming telephone calls in a fast-paced, automated, high-volume contact center environment
* Assume ownership and timeliness in handling agent requests in an efficient, accurate and professional manner
* Demonstrate the ability to analyze information to make appropriate decisions and solve problems, while maintaining a pleasant phone experience for the caller
* Learn with a high regard for accuracy of basic knowledge of personal lines insurance principals and Chubb products (home, auto, valuable articles/collectibles, flood, etc.)
* Efficiently navigate multiple systems and applications to research, analyze and resolve agent requests & inquiries
* Maintain established levels of productivity, service, and quality standards within a fast-paced call center
* Works collaboratively with team members, and business partners to provide a quality experience for our agents
* Responsible for cross selling coverage to round out accounts
* Work overtime as needed
* Complete additional tasks and other projects/duties as assigned
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.
....Read more...
Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:11
-
JOB DESCRIPTION
ESIS - Auto, general & liability (AGL)
Senior Claims Representative
ESIS recognizes each risk management program is unique, and we are committed to providing consultative and innovative solutions to drive superior results.
Our culture and vision enables us to effectively operate as an extension of our clients' risk management program, aligning combined goals to form a collaborative partnership.
We recognize our clients' desire to do things differently, and we are confident that our integrated approach will deliver better overall results.
ESIS' specialized claim intervention strategy integrates an effective deployment of resources and appropriate actions, which are essential to our success
ESIS, Inc.
(ESIS) provides sophisticated risk management services designed to reduce claims frequency and loss costs.
ESIS, the Risk Management Services Company of Chubb, provides claims, risk control & loss information systems to Fortune 1000 accounts.
ESIS employs more than 1,500 professionals in nine regional centers and 15 major claims offices, as well as local representatives in select jurisdictions.
We take our fiduciary responsibilities seriously and are proud to manage over $2.5 billion of customer losses and over 320,000 new claims annually.
We specialize in large accounts which have multi-state operations.
For information regarding ESIS please visit www.esis.com.
Summary:
ESIS is seeking an experienced Auto, General & Liability (AGL) Claims representative for the Overland Park, KS office.
The person in this role will handle and maintain all AGL claims and file reviews under general supervision of a supervisor and as part of the ESIS team.
KEY OBJECTIVE:
Under the direction of the Claims Team Leader investigates and settles claims promptly, equitably and within established best practices guidelines.
MAJOR DUTIES & RESPONSIBILITIES:
Duties include but are not limited to:
* Under limited supervision, Receives assignments and reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Contacts, interviews and obtains statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
* Depending on line of business may inspect and appraise damage for property losses or arranges for such appraisal.
* Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extend of the company's obligation to the insured under the policy contract.
* Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
* Sets reserves within authority limits and recommends reserve changes to Team Leader.
* Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions...
....Read more...
Type: Permanent Location: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:11
-
JOB DESCRIPTION
The Coverage/Claim Director in the Coverage and Complex Claim Department will have responsibility for management of an inventory of casualty claims with complex coverage issues, Long Tail Exposure (LTE) claims which are claims occurring over multiple policy periods and/or class action litigation.
Claims handled in this role could include, but are not limited to, concussion/head injury, abuse and molestation, chemical/toxic/environmental exposures and claims potentially triggering the Personal and Advertising Injury coverage grant of Commercial General Liability/Umbrella/Excess coverage.
Responsibilities will also include management of coverage litigation and arbitration in designated Casualty practice areas including, but not limited to, Primary Casualty, Excess Casualty, Construction, Construction Defect, Long Term Exposure and Environmental.
Responsibilities will entail management of outside counsel with respect to defense of Chubb in designated coverage disputes; management and oversight of all aspects of coverage litigation, including development of litigation and resolution strategies; management of discovery requests; attendance at depositions, mediations and trials, as necessary.
The position is based in Jersey City working a 3/2 Hybrid.
Some travel will be required.
Qualifications for Internal Candidates
The ideal candidate will have 5 or more years of experience as a lawyer and/or claim professional with a high degree of specialized and technical competence in litigation management and the handling of complex coverage issues, high exposure and/or long term exposure claims and coverage litigation.
A law degree is required.
Candidates will be considered for Senior Coverage/Claim Director position depending on experience.
The candidate will also have:
* Excellent organizational, writing, interpersonal communication, and negotiation skills.
* Excellent customer service skills and will be able to work with clients and business partners in a professional manner.
* Demonstrated ability to work in a complex operating environment.
* Ability to work independently, issue spot, and assimilate learning materials on many different subjects from various sources .
* Experience in senior management reporting
* If you do not already have one, you will be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure.
The pay range for the role is $80,500 to $137,000.
The specific offer will depend on an applicant's skills and other factors.
This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found at https://careers.chubb.com/global/en/north-america.
The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
Candidates will be considered for Se...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:10
-
JOB DESCRIPTION
Chubb Cyber/Tech E&O is currently looking for an applicant to fill the position of Regional Manager in our Pacific North Region.
The Cyber/Tech E&O team is responsible for Underwriting Commercial and Major accounts within the geography.
Responsibilities of this position include, but are not limited to:
* Manage an Underwriting Team of 4 + individuals
* Manage a book of business for the Pacific North Region (includes SF, Portland, Seattle and San Ramon territories)
* Execute a business plan/strategy to achieve profitable growth and expense management
* Mentor and develop Underwriters on the team to solicit new and renewal submissions from brokers
* Determine terms, conditions and complex rating plans
* Represent the company at client and broker meetings
* Document and reviewing Underwriting files
* Service accounts throughout the policy cycle and
* Underwriting a book of Cyber/Tech products in the San Francisco bay area that include:
* Technology Errors & Omissions
* Cyber and Privacy Liability
Within this role the Manager will be expected to develop and maintain a broad network of brokerage relationships, underwrite and service existing renewals and new business, mentor and lead underwriters in Underwriting best practices and expand distribution and new business.
Cross-marketing with other Chubb products and lines of business will be required as well.
QUALIFICATIONS
Qualifications:
* Must
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.
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:09
-
JOB DESCRIPTION
The Sr.
Enrollment System Build Manager is responsible for leading the daily activities and the strategic direction of the internal enrollment system build team comprised of both Case Builders and Sr.
Case Builders.
The Sr.
Manager will be responsible for creating workflows, quality control, and speed-to-market solutions that will strengthen standard operating procedures and further scale operations.
In addition, the Sr.
Manager leads a business team interfacing with enrollment technology platforms who will execute development activities with the vendor for product deployment, and other enhancements requiring UAT resources.
The Sr.
Manager will be a key liaison between internal business units for all licensed enrollment system builds and enrollment deployments.
The Sr.
Manager is a key stakeholder and business leader, committed to continuous improvement efforts by developing business processes and strategic leadership, that will provide best-in-class customer experience.
This role should have a strong knowledge of the Selerix enrollment system and will serve as an operational contact for trouble shooting case issues that may arise, as well as to support global development.
Responsibilities include:
* Lead the Enrollment System Build Team
* Liaison between external customers, trading partners, and Chubb internal Relationship Management and Sales Teams
* Liaison between internal business units to support development and trouble-shooting activities to bring effective and timely solutions
* Monitor standardized SLAs and KPIs, support management in the regular use of Dashboards and Metrics to optimize the use of business resources
* Strong operational discipline with well documented processes, resource models and business continuity plans
* Seek to implement effective quality metrics and leverage quality management tools
* Leverage subject matter expertise and support functions of other internal partners
* Manage work intake, prioritization, assignment and maintenance of build processes and applications.
* Creation and ensure adherence to control guidelines
* Participate in and provide analytical support for the design and implementation of new systems
* Serve as subject matter expert for the Implementation Management, Relationship Management, and Sales Teams
* Oversee operational support for the Selerix platform and applications, including issue resolution
* Ensure development, documentation, and communication of progress reports to Senior Leadership
* Perform team administrative duties including status reporting, team development, and self/peer/project assessment
* Carry out personnel management activities including performance management and career development.
* Mentor, coach, and guide a staff comprised of 6 to 12 Enrollment System Specialists
* Be accountable for productive relationship and performance of external vendors
* Maintain...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:09
-
JOB DESCRIPTION
* Review source documents such as Acord applications, emails and Excel documents, etc.
and enter data into proprietary software to issue insurance transactions
* Compile, sort and verify the accuracy of data before it is entered
* Responsible for quality control by locating and correcting data entry errors
* Ensure all policy documentation is complete, accurate, and complies with company policies
* Contact and communicate with internal partners via phone, email, MS TEAMS, or in person as needed
QUALIFICATIONS
* Verbal
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.
....Read more...
Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:08
-
JOB DESCRIPTION
As an Operations Work Comp Specialist, you will provide vital support for Workers Compensation Operations acting as a subject matter expert in all state jurisdictions for state reporting process'.
You will be a part of a diverse team accountable for providing back-office support to NA Claims and contributing to the achievement of delivering an exceptional client experience.
The main function of an Operations Workers Compensation Specialist is to serve as a dedicated resource for all state reporting by analyzing daily acceptance data, assisting in work management, and maintaining internal process'.
You will monitor and aid in preparations for all state legislation and system changes, and support where needed to navigate state filings.
You will perform complex claim support activities related to Workers Compensation line of business within a fast-paced, deadline-oriented, and regulatory environment.
Job Responsibilities include:
* Daily monitoring of rejection reports and errors.
* Conduct quality audits and identify trends on rejections and solutions.
* Assist with work management and prioritization of FROI/SROI tasks.
* State Portal Maintenance: Manage increasing demand to maintain governance, awareness, and "recertification" protocol for the state portals for Operations as well as other types of access.
* Trade Partner Agreement Maintenance for all EDI states; responsible for creating and maintaining accurate information in the state board databases.
* Work with vendors and Chubb IT to solve system issues and feed problems.
* Work with business partners to advance new technology in form filing.
* Ability to balance both quality and productivity expectations within a high-volume, transactional work environment to help meet business and customer service demands.
* Ensure that all activities performed are documented completely and accurately.
* Recognize, prioritize, and escalate priority requests according to established guidelines.
* Capture and maintain accurate data for the purpose of tracking department results.
* Communicate clearly and effectively with our business partners to meet customer requirements.
* Knowledge and understanding of various state reporting requirements.
* Serve as a subject matter expert for Operations activities; Assist with SOP management and process improvement.
* Assist with training of new hires and cross training of peers.
* Collaborate with team members from various work areas within the Operations Department to provide support and assistance when required.
QUALIFICATIONS
Skills:
* Superior
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 ext...
....Read more...
Type: Permanent Location: O Fallon, US-MO
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:07
-
JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking an Agency Leader in Dallas, Texas to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
JOB Summary
The Agency Leader (AL) is responsible for delivering annual new sales objectives in an assigned area by sourcing, providing guidance, and supporting Agency Coordinators and Independent Agents; and for providing sales and service support to current policyholders.
The AL is responsible for sourcing, identifying, and affiliating new Independent Agents, as well as providing coaching and voluntary training to both Independent Agents and Agency Coordinators.
Responsibilities
Sourcing & Development
* Establish local networks and source prospective Independent Agent candidates and independent agencies to sell Combined products
* Conduct informational seminars for prospective Independent Agents as needed
* Represent the Agency at local job fairs or other hiring events
* Affiliate Independent Agent candidates
* Make recommendations for developing Independent Agents into leadership roles such as Agency Coordinator.
Field Training
* Provide in-person support to Independent Agents during sales visits as requested and provide voluntary training and / or guidance as needed to support them in the sale of Combined products
* Develop expertise in all aspects of the Sales Process and remain available for consultation and / or guidance to Independent Agents and Agency Coordinator as requested
* Provide support with developing targeted training for Agency Coordinators and Independent Agents who request additional development
* Collaborate with Carrier Compliance Department to provide required compliance training
* Support Agency Coordinators and Independent Agents in appointment setting, upon request and as needed
Meetings
* Lead voluntary meetings and webinars
* Facilitate and attend training and development meetings developed and led by AD and carrier for support
* Attend other Agency meetings, as required
Administration Support
* Assist Agency Coordinators and Independent Agents in adhering to administrative process
* Be the primary contact point for administrative and implementation support queries
* Support Agency Coordinators and Independent Agents with sales tools and their implementation
Other
* Work with team to reach production expectations and guidelines set by Agency Management
* Meet growth goals in APV and Affiliation
* Effectively demonstrate the Agency's Sales Process
* Follow Company policies procedures and expectations
* Set an example for others to follow
* Establish local presence for Agency
QUALIFICATIONS
COMPETENCIES Education
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most co...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:07
-
JOB DESCRIPTION
KEY OBJECTIVE: The Technical Assistant will provide service and support to the Surety Underwriting team with the main focus of the job related to processing and related functions that contribute to Surety's business success.
MAJOR RESPONSIBILITIES:
* Prepare and execute and/or arrange for the execution of bid bonds, final bonds, riders, consents, releases, cancellations, etc.
for any and all Chubb Surety customers in a timely and accurate manner and in accordance with department standards.
* Process all Surety data into the corporate booking system(s) including new lines, premium adjustments, cancellations, status inquiries, contract bond close outs, all bond changes, etc., in a timely and accurate manner and in accordance with department standards.
* Ensure that all new lines are reviewed within a timeframe that is in accordance with department and/or branch standards.
* Ensure proper rating and coding of bonds and accuracy of data and ROE's, making corrections where necessary.
* Check renewal bills for accuracy; initiate requests for additional information and bring unusual issues to Supervisor for review.
* Resolve bookkeeping problems as they arise.
* Manage shared email box according to department procedure to ensure timely handling and processing of all items.
* Other duties as assigned
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 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.
....Read more...
Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:06
-
JOB DESCRIPTION
Chubb Associate
Chubb is looking for an aspiring insurance professional with abachelor's degree to join our Chubb Associate Program.
As the industry leader in Property & Casualty insurance, Chubb is an employer of choice for a student aspiring to develop a meaningful career in a fast-paced, diverse company.
This is a full-time position and a compelling opportunity to join a global, growing, financially stable and successful company.
We have designed our Chubb Associate Program to hone your skills and talents and help you reach your career goals.
By joining the Chubb Associate Program, you will be part of an experience that supports the well-rounded development of critical business skills which in turn contributes to the future success of our company.
Our blended program is designed to include hands-on business assignments in a variety of disciplines, interactive classroom instruction, team assignments and direct interaction with other early career professionals as well as with many of our senior executives.
As part of this program you will receive:
* Challenging assignments and the opportunity to contribute to the result of a team;
* Business training unique to a career at Chubb;
* Technical training to deepen your skill level within your chosen discipline; and an understanding of our broader industry;
* Interpersonal effectiveness training to help you gain strong communication and interactive skills;
* Access to additional training to compliment your professional development.
We are excited about and committed to the Chubb Associate Program because we believe that we are developing talented professionals with the potential to become Chubb's leaders of the future.
Who are we looking for?
Successful professionals at Chubb come from many backgrounds and experiences and bring that rich diversity with them to our company.
They also have some things in common and these attributes will lead to your success at Chubb:
* Results orientation: a demonstrated ability to meet commitments under pressure
* Practical intellectual agility: capable and confident in absorbing new information
* Personal capacity: accepting and welcoming of additional responsibility over time
* Communication skills: an ability to communicate successfully in various settings
* Interpersonal/teamskills:works effectively with all colleagues and collaborates within and across departments
* Initiative: an ability to take full ownership of work and show initiative as needed
* Customer focused: service oriented, recognizing the importance of understanding client needs
* Integrity and work ethic: a commitment to hard work and a high ethical conduct
QUALIFICATIONS
Desired
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 insu...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-05-11 08:44:04
-
As the first line of defense for JPMorgan Chase & Co.
(JPMC), Control Management prevents, detects, and monitors operational, regulatory, and reputational risks.
In support of operational excellence, we play a key role in meeting our client commitments and act as a driving force behind the strategic priorities that will future proof our business in an ever-changing global landscape.
As a Control Manager Senior Associate in the Commercial Bank on the Wholesale Lending Team, you will spend every day maintaining a strong and consistent control environment across Wholesale Lending Services (WLS) and specifically Structured products.
You will be responsible for providing support for the end-to-end execution of Control & Operational Risk Evaluation (CORE) requirements, including control breaks and resolutions to reduce financial loss, regulatory exposure, and reputational risk.
You will be supporting all of the control related efforts for the Wholesale Lending Services Operations and will be part of the Control and Continuity Services team.
Every day you will be working closely with various Operational roles and peers across the Business Operations Executive (BOE) team and will engage with legal, compliance, risk, audit and technology control functions.
Job Responsibilities:
* Partner with stakeholders, evaluate and perform an end-to-end analysis of the business' risk and control environment to identify significant gaps and weaknesses and determine root cause of control breaks
* Ensure that controls are properly designed, operating effectively, and essential to a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols
* Perform ongoing analysis of program related data (e.g., KRI/KPI) and develop ad-hoc reports as requested to support business-related programs and strategies
* Assist with development of Risk & Control Self-Assessment mapping and documentations through participation in end-to-end process walkthroughs and deep dives with assigned business units
* Identify, escalate and report risk events.
Work with the appropriate groups to determine control weakness and root cause.
Record risk events in the corporate internal tracking system
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience required
* 3 or more years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance; or equivalent subject matter expertise in a relevant business related function/operation
* Strong interpersonal skills with effective collaboration and ability to build and maintain relationships
* Excellent written and verbal communication skills
Preferred qualifications, capabilities, and skills:
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
* Strong problem solving and analytical skills
* Ability to influenc...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-05-11 08:43:28
-
Transition Management is responsible for the legal and operational structuring, end to end coordination and integration of all new clients onto the Prime Financial Services (PFS) platform.
Job Summary:
As a Transition Manager - Vice President within the Prime Financial Services Group, you will ensure a seamless onboarding process for our clients across various asset classes.
Your responsibilities will encompass products like Equity and Fixed Income Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives, and Repo Financing.
Job Responsibilities:
- Client Engagement: Establish and maintain relationships with primary client contacts, such as COOs, CFOs, and Directors.
Ensure that client requirements are delivered with a sense of urgency.
Lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process.
Show flexibility to manage a varied client base including Alternatives, Banks, Asset Managers, and Pension Funds
- Product Structuring: Understand the commercial and risk asks of a client from a new launch perspective.
Translate a client strategy and structure along with their margin and financing needs to the relevant J.P.
Morgan products and legal entities.
Coordinate with Sales, Margin Trading, and Account Management to identify and deliver business solutions to our clients.
Develop and maintain a strong understanding of the PFS product suite with an expectation to consultatively work with clients from a pre and post go-live perspective.
- Project and Stakeholder Management: Direct the delivery of a client onboarding through go-live.
Proactively provide updates to our clients and J.P.
Morgan stakeholders on transition status.
Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.
Required qualifications, capabilities, and skills:
* 7+ years in a client facing role within the financial services industry
* Strong understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products each may use as part of their strategies
* Strong ability to build meaningful relationships with both clients and internal partner groups
* Solution oriented with excellent project management and organizational skills; demonstrated ability to prioritize, multi-task and deliver within tight and changeable timeframes
* Show the willingness and innovation to improve processes and knowhow within the group inclusive of technology integration and automation
* Confident, driven, proactive and detail oriented self-starter with strong communication skills; proven ability to work in an independent manner but also identify potential issues and escalate when required
* Inquisitive, analytical and investigative; able to follow through on all aspects of complicated workflows with a hands-on approach
Preferred qualifications, capabilities, and...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-11 08:43:28
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A Business Development Officer role is for you.
As a Business Development Officer in Middle Market Banking, you are responsible for growing and retaining profitable relationships, while championing a culture of innovation and a customer centric mindset.
The Business Development Officer (BDO) is responsible for generating high-quality sales leads for middle market bankers by engaging prospective clients in meaningful dialogue about their banking needs and identifying opportunities to create mutually-beneficial relationships.
They engage with local market teams remotely, or in person at times, to proliferate a persistent, productive relationship that is beneficial for regional business development needs.
Job Responsibilities:
Research prospects to determine optimal points of contact, stay abreast of key events influencing banking needs, and formulate a strategic approach to win new relationships for the Commercial Bank
Employ a myriad of tactics such as cold-calls, emails, event invitations, and targeted marketing campaigns to establish and maintain contact quarterly with a portfolio of 800-1,000 prospects
Develop relationships with qualified prospects with $20MM - $100MM in sales in assigned markets and identify opportunities to introduce bankers as appropriate
Pursue broad and ongoing Commercial Bank product education to remain conversant in the features and benefits of our full suite of offerings including treasury, credit, retirement planning, investment banking, and more
Align closely with partners across the firm to appropriately prioritize prospects, share best practices, leverage competitive intelligence, and evolve strategy as needed
Maintain thorough records of our activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
Required Qualifications, Capabilities and Skills:
5+ years in sales or business development within the financial services industry
Strong interpersonal and communication skills, particularly over the phone and in writing
Comfort establishing relationships remotely via phone and email
Highly proactive, persistent, tenacious, nimble, and creative
Ability to travel to markets and sales meetings, as appropriate
Preferred Qualifications, Capabilities and Skills:
Bachelors degree preferred
Business-to-business sales experience a plus
Final officer title and Job grade to be determined at time of offer, may be different than posting
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transacti...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-05-11 08:43:19
-
At JPMorgan, we are not looking for job seekers.
We seek change makers who want to make an impact.
As a Quantitative Analytics Senior Associate, you will have the opportunity to shape the future of banking for over 40 million Chase customers.
You will be an integral part of our team dedicated to modernizing the bank's deposits infrastructure through data-driven insights and analysis.
Your role will involve partnering closely with business stakeholders to understand their data needs, providing analytical support, and translating technical concepts into understandable insights.
Job Responsibilities:
Collaborate with product managers and business stakeholders to understand their data requirements and provide analytical support modernizing the bank's deposits infrastructure.
Utilize your expertise in SQL, Python, R, or similar tools to extract, analyze, and interpret complex data sets.
Translate technical concepts into clear insights for non-technical stakeholders enabling informed decision-making.
Develop compelling data visualizations and narratives to communicate findings and recommendations.
Manage stakeholder relationships, fostering collaboration and ensuring alignment with project objectives.
Apply agile development principles to adapt quickly to changing requirements and deliver value iteratively.
Required Qualification, capabilities and skills:
Bachelor's degree in an analytical field (e.g., Data Science, Mathematics, Statistics, Computer Science, or a related quantitative field) or equivalent quantitative job experience.
Proficiency in SQL for data querying and manipulation.
Experience using Python, R, or similar tools for statistical analysis and data manipulation.
Strong understanding of ETL processes and experience building data pipelines.
Excellent storytelling skills with the ability to communicate complex technical concepts to non-technical audiences.
Proven stakeholder management skills with the ability to build and maintain effective relationships.
Strong analytical and problem-solving skills with a keen attention to detail.
Preferred Qualifications, capabilities and skills
Familiarity with Cloud technologies such as Snowflake a plus.
Familiarity with Agile development principles and methodologies a plus.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-05-11 08:43:14
-
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is conti...
....Read more...
Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-11 08:43:08
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Puyallup, US-WA
Salary / Rate: Not Specified
Posted: 2024-05-11 08:43:06
-
Experience the opportunity to provide strategic guidance on impactful client contract negotiations for critical payments services while helping to develop negotiations technology and best practices across the Firm.
As a Commercial Banking Payments Negotiation Attorney - Vice President, Assistant General Counsel within our Innovation & Payments team, you will provide transactional and strategic legal support for Commercial Banking in connection with negotiations for client contracts involving wholesale payments, accounts, products and services.
Demonstrating strategic thought while collaborating with legal partners and other key personnel involved in customer negotiations as we endeavor to accelerate technological solutions, you will also help to develop a best in class contracts negotiations legal practice for our businesses.
If you are intellectually curious and have a passion for driving solutions, including with emerging technologies, you may be the perfect fit for our team.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you .
Job responsibilities
* Drafting, negotiating and advising the business on a wide range of documentation and transaction structures for the Wholesale Payments business.
* Providing legal analysis in connection with the development of innovative product solutions as part of the new business initiative process and user interface enhancements and assisting with the implementation of new products and key strategic projects.
* Advising the businesses on other key legal/regulatory issues.
* Coordinating with product counsel and other legal teams to draft and maintain J.P.
Morgan's agreement templates, negotiations playbooks, and negotiations technology tools.
* Reviewing customer-facing documentation with an eye toward clarity, ease of understanding, and legal and regulatory compliance
Required qualifications, capabilities, and skills
* Minimum of five (5) years post-admission practicing experience with a major law firm, financial institution or judicial clerkship relevant to the responsibilities of the position
* JD or educational equivalent required.
Attorney candidates must be in compliance with all relevant licensing requirements including those of the jurisdiction where the role will be located prior to commencement of employment
...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:55
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:51
-
As a Client Service Manager, you will typically report to a Client Service Director.
You will be responsible for the overall success of the Client Service Team within a segment or market.
You will serve as the Client Service Manager for a Client Service Team with responsibility for: CSP Human Resource coordination (including performance management, career planning, development, training and performance issues), Operational Controls, Compliance Adherence and Staff Readiness Communication for your market.
You will also provide market service management to ensure the client service staff promotes quality servicing to customers, including problem resolution on very complex and non-routine client impacting issues.
You will advise management on all service and administrative matters.
Job Responsibilities:
* Leading regular market meetings to update staff on operations development, product enhancements, system improvements or problems
* Monitoring client reports and investigating changes in revenue, product usage, and outstanding loan issues
* Assuring compliance with all Chase auditing policies and procedures and Providing input into financial budget for Client Service Team and supporting plan achievement
* Serving as a member of the Client Service Leadership Team, supporting national strategic implementation plans, Participating in national project teams representing Client Service
* Providing a collaborative, communicative and productive environment for all Client Service Professionals
* Working with line of businesses (LOB) partners and Market Staff to enhance the resolution of client issues through appropriate channels
* Collaborating with market management and HR to ensure personnel policies are adhered to, participating in personnel decisions involving employees, including performance appraisals, promotions, salary actions recommendations and terminations, Performing other special duties or assignments as requested or required
Required Qualifications, capabilities and skills:
* BA degree or 8 plus years in customer service, operations, sales or management experience, preferably in the Commercial Banking or in Treasury Services
* Strong interpersonal skills with proven supervisory abilities
* Extensive knowledge of deposit, treasury and credit products, payment services, regulations, and related procedures
* Thorough knowledge of financial exposure and operational risk associated with bank products and services
* Effective problem solving, oral and written communication skills
* Exercise sound judgment and make effective decisions
* Prioritize, handle multiple tasks and work under pressure in a team environment ,A self-starter who does not require close supervision
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional an...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:45
-
Upholding the highest standards of data accuracy, completeness and transparency is mission critical to JPMorgan Chase External Reporting Controllers.
The senior associate on Regulatory and External Data Services (REDS) Controllers Team will ensure the quality and reliability of our software products.
We are seeking a highly motivated test experience resource to join our dynamic team.
In this role, you will play a pivotal part in ensuring the quality and reliability of our software products.
Your responsibilities will encompass a broad spectrum of testing activities, ranging from functional to test automation, with strong emphasis on data validation for reporting purposes.
You will collaborate closely with our development and product teams to design, execute, and maintain comprehensive test suites that rigorously evaluate the integrity of data transformations and reporting functionalities.
Leveraging your expertise in both functional and automation testing, to contribute to the enhancement of our testing process.
If you are passionate about delivering top-notch software quality and have a keen eye for data accuracy in reporting, we invite you to join us in this exciting opportunity.
Job Responsibilities:
* Work closely with product management, business analyst, and development resources throughout delivery of solutions.
* Collaborate closely with technology partners for Automation solutions implementation.
* Attend daily Scrum meetings / Agile ceremonies to fully integrate with Tech teams and testing requirements.
* Design, develop, and execute testing scenarios that provide coverage of business functions.
* Ability to technically interpret and translate business transformation rules into SQL scripts for data validation, completeness, and accuracy testing.
* Experience and inherent curiosity in innovation, automation solutions, and process improvement.
* Ability to work on a small team, drive initiatives, and be a self-starter.
Required qualifications, capabilities and skills:
* Minimum 5 years of hands-on experience in quality assurance testing and hands on work experience using advanced SQL for data transformation/validation testing.
* Minimum 3 years of work experience in Test Automation using programming language such as Java or Python
* Solid understanding of Software Development Life Cycle (SDLC), Agile Methodologies and use of Jira Framework
* Strong expertise in design and executing data transformation testing, ensuring accuracy, completeness, and consistency of data transformation source-to-target systems.
* Expertise in different testing types includes functional, integration and user acceptance testing.
Proficiency in API testing using tools such as Postman, REST assured or similar tools.
* Experience implementing end-to-end automated tests, using build, version tools: IntelliJ/Eclipse, (CI/CD) Jenkins/Jules, Maven, Bitbucket/Git
Required Soft Skills:
* Effecti...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:44
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: City of Industry, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:43
-
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you'll 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.
You've successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
* Share the value of Chase Private Client with clients that may be eligible
* Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
* Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
* Make 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
* Adhere 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
* Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
* 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 strongly preferred
* Experience cultivating relationships with affluent clients is strongly preferred
* Strong team orientation with a commitment of long-term career with the firm
Dodd Fran...
....Read more...
Type: Permanent Location: Grass Valley, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:38
-
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Consumer & Community Banking - Technology team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
This role also extensively involves working with public cloud technologies and will give you the opportunity to share your expertise in Terraform Infrastructure as code and other related public cloud technologies, like AWS.
Job responsibilities
* Designs and implements scalable cloud native software solutions using modern technology stacks to deliver highly available, performant, and resilient products.
* Mentors junior and mid-level engineers, providing guidance and support through code reviews and educational workshops.
* Develops secure and high-quality production code, and reviews and debugs code written by others.
* Drives decisions that influence the product design, application functionality, and technical operations and processes.
* Serves as a function-wide subject matter expert in one or more areas of focus.
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies.
* Adds to the team culture of diversity, equity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience.
In addition, 2 + years of experience leading technologists to manage and solve complex technical items within your domain of expertise
* Hands-on practical experience delivering system design, application development, testing, and operational stability.
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight.
* Advanced in one or more programming language(s) including Golang, Python, Java and Typescript
* Experience migrating complex applications to the public cloud (IaC developer, SRE and Acceleration roles)
* Proficient in all aspects of the Software Development Life Cycle
* Experience working in an agile environment employing software delivery practices such as CI & CD and Scr...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:36
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Woodbury, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-11 08:42:33
