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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist II in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Developing skills in using AI technology for automation and prompt writing
Work Sche...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:20
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As the Head of Cross Product Commercial Strategy within Global Payments, you will drive the go-to-market strategy for the full suite of treasury services product solutions across the Commercial and Investment Bank customer base globally.
In this newly created role, you will be a part of a leadership team working to position J.P.
Morgan's Treasury Services offerings for maximum market impact, client adoption, and revenue growth.
Working closely with cross-functional partners, you and your team will work on identification and build-out of key client personas, segmentation definition, opportunity discovery for cross-product solutions, and defining commercial strategies by client segmentation and industry nuances.
About the team: J.P.
Morgan Payments is a global leader in financial services, known for its scale, reliability, and commitment to innovation.
At the core is Treasury Services-the world's #1 provider-offering a trusted suite of solutions that help clients manage cash, optimize payments, and grow revenue.
Backed by expert teams and advanced technology, Treasury Services enables corporations, financial institutions, public sector entities, and e-commerce clients to move money seamlessly across borders and industries, driving efficiency and unlocking new opportunities.
Job Responsibilities:
* Working closely with regional, product and segment leads to design commercialization strategies and playbooks for TS product suite that address the unique needs, opportunities, and competitive trends of each regional market / audience, ensuring alignment with the global TS value proposition while maximizing local impact
* Collaborate closely with regional and product leads to identify prioritized areas of opportunity for new cross-product solutions or refreshing existing solutions
* Proactive assembly of cross-product solution bundles and positioning development based on client feedback and real-life patterns/trends
* Partner with product teams to develop and execute commercialization strategies focused on maximizing return on investment for both new and existing capabilities
* Builds a cohesive team through strong communication, team involvement, and strong leadership
* Develop operating models collaboratively across a highly matrixed and global team
* Champion the integration of client, PSS, and sales organization feedback into product roadmap and investment planning processes, ensuring commercialization efforts are client-centric and aligned with business growth objectives
* Serve as a key partner to TS Product, Marketing, Digital and Partnerships teams to translate business priorities into comprehensive strategic roadmaps and identify areas of opportunity
* Serve as a key partner to support major new product launches
Required qualifications, skills and capabilities
* 8+ years of strategy, management consulting or related function
* Strong understanding of the payments and treasury services l...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:19
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Join the Commercial Real Estate (CRE) group at J.P.
Morgan as a Full Time Agency & Institutional Capital Analyst in our Commercial Real Estate Program.
We provides term lending solutions to Multifamily borrowers through Freddie Mac and Fannie Mae's Delegated Underwriting and Servicing Platform.
As an Agency & Institutional Capital Analyst within the Commercial Real Estate (CRE) group at J.P.
Morgan, you will gain hands-on exposure to your sub-line of business by working directly with team members, participating in projects, and learning about the types of clients your team works with.
You will have opportunities to network with peers, work with colleagues and senior managers, and participate in training opportunities to sharpen your skills.
This role provides a unique opportunity to develop a strong foundation of analytical skills needed for a successful career in Commercial Real Estate.
Agency & Institutional Capital (AIC): Provide lending solutions for multifamily borrowers through Fannie Mae, Freddie Mac and other institutional capital sources such as life companies, by collaborating with Agency Bankers, Screeners and Underwriters.
Our agency lending services offer a variety of commercial real estate financing products that effectively align investor capital with borrower needs.
Additionally, our agency product line is designed to support firm-wide objectives, such as affordable housing and balance sheet liquidity.
What you can expect
As an Analyst in the AIC program, you will receive a valuable experience in Commercial Real Estate including targeted exposure to Screening, Banking, Underwriting, and Transaction Management.
The program provides AIC Analysts with the ability to develop a strong foundation of analytical skills needed for a successful career in Commercial Real Estate.
You'll work with AIC professionals on a team, drawing from the full spectrum of the firm's resources to develop customized financial solutions to meet client needs.
You will spend the duration of your program in either our New York, NY or Chicago, IL office where you will work with our AIC Team to provide support to our clients and gain exposure to Screening, Banking, Underwriting, and Transaction Management.
Upon successful completion of the AIC Analyst Program (ending January 31, 2028), you may be promoted to Associate.
Job Responsibilities:
* Perform financial modeling & risk grading to support transactions
* Analyze collateral & market analysis
* Conduct Sponsorship & Guarantor analysis
* Summarize key deal metrics and facts for deal narratives
* Support Screening & Underwriting teams with ad-hoc requests, loan sizing, data inputs, third party report reviews, narratives and market research
* Communicate internally and externally with bankers, underwriting teams, and clients
* Develop an understanding of Multifamily Agency lending and Government-Sponsored Agencies
Required Qualifications, capabilities, and skills
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:18
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As the Head of North America Treasury Services Commercialization within Global Payments, you will build a cross-region and market-specific strategy and commercial approach for J.P.
Morgan's Treasury Services offerings in North America.
In this newly created role, you and your team will work to maximize market impact, client adoption, and revenue growth for TS in North America with both new commercial launches and existing solution refreshes.
You and your team will work to activate the North America regional commercialization function and bring together the full breadth and depth of our capabilities to define our segment / industry strategy and playbook.
Additionally, your team will cultivate strong connectivity with Sales, Product Solution Specialists, Product Management, Marketing and other partners critical for commercial success.
Ultimately, your team will work to identify points of differentiation for J.P.
Morgan Payments and Treasury Services offerings (nuanced to specific markets, segments, or client needs) or work with Product to define enhancements to bolster our commercial positioning.
About the team: J.P.
Morgan Payments is a global leader in financial services, known for its scale, reliability, and commitment to innovation.
At the core is Treasury Services-the world's #1 provider-offering a trusted suite of solutions that help clients manage cash, optimize payments, and grow revenue.
Backed by expert teams and advanced technology, Treasury Services enables corporations, financial institutions, public sector entities, and e-commerce clients to move money seamlessly across borders and industries, driving efficiency and unlocking new opportunities.
Job Responsibilities:
* Build and lead a team dedicated to North America Treasury Services Commercialization serving all client segments
* Defines and prioritizes strategic initiatives to drive market impact, client adoption and revenue growth
* Ensure that partners critical for commercial success have clarity of key messages and are engaged in motions that will maximize our market presence
* Continuously re-underwrite our competitive positioning vs.
established and emerging players and business models
* Build and maintain a country/market level and pan-region inventory of available offerings; build upon this domain and augment with strategic overlay of industry solutions, segment bundles and proactively constructed solutions for different use cases
* Builds a cohesive team through strong communication, team involvement, and strong leadership
* Defines and operationalizes key performance metrics and OKRs for regional commercialization; drives initiatives to right-size performance dimensions where there are opportunities
* Establish effective partner routines with stakeholders across Payments, including TS Product, Sales, Channels, Marketing, Business Transformation, and segment leads
Required qualifications, skills and capabilities
* 8+ years ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:17
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As the Head of Commercial Enablement & Planning within Global Payments, you will drive the strategic framework development and manage a multi-year commercial portfolio and roadmap of new commercial launches and existing solution refreshes.
This portfolio covers the full suite of treasury services solutions across the Commercial and Investment Bank customer base globally.
In this newly created role, you will be a part of a leadership team working to position J.P.
Morgan's Treasury Services offerings for maximum market impact, client adoption, and revenue growth.
You and your team will work on the digital transformation of our go-to-market processes, optimizing partner engagement, enhancing traceability of full lifecycle of new launch activity (from initiative discovery to delivery to ramp) as well as planning for the full portfolio of new launches and existing solution refreshes.
The ideal candidate will be passionate about leading large and complex initiatives, systemic process re-engineering, and building connectivity and partnership across a matrixed organization.
About the team: J.P.
Morgan Payments is a global leader in financial services, known for its scale, reliability, and commitment to innovation.
At the core is Treasury Services-the world's #1 provider-offering a trusted suite of solutions that help clients manage cash, optimize payments, and grow revenue.
Backed by expert teams and advanced technology, Treasury Services enables corporations, financial institutions, public sector entities, and e-commerce clients to move money seamlessly across borders and industries, driving efficiency and unlocking new opportunities.
Job Responsibilities:
* Lead a team dedicated to evolving and optimizing the commercialization framework for Treasury Services (TS)
* Spearhead commercial planning activities for the full suite of Treasury Services solutions through thoughtful planning, governance, and cross-functional stakeholder management
* Builds and operationalizes a repeatable and scalable process, accounting for nuances in local and segment approaches
* Builds a cohesive team through strong communication, team involvement, and strong leadership
* Directly shapes operational and/or functional execution of commercialization strategies and how they are accomplished
* Defines and operationalizes key performance metrics and OKRs for cross-organizational commercialization; drives initiatives to right-size performance dimensions where there are opportunities
* Establish effective partner routines with stakeholders across Payments, including TS Product, Sales, Channels, Marketing, Business Transformation, and segment leads
* Collaborate with product teams to streamline product knowledge capture to enable a more tech- and data-enabled go-to-market approach
* Manages special projects on behalf of leadership team
Required qualifications, skills and capabilities
* 8+ years of strategic portfolio or product...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:14
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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 maintai...
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Type: Permanent Location: Bristol, US-RI
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:11
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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: Klein, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:10
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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 maintai...
....Read more...
Type: Permanent Location: Laredo, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:10
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Join our Commercial & Investment Banking Equities Sales team, where you will have the opportunity to work in a high-paced, organization.
This role offers daily interaction with executive level internal clients across various lines of businesses, providing a platform for professional growth and skill enhancement.
Be part of a team that values structure, attention to detail, and quality focus.
As an Executive Administrative Assistant in Commercial & Investment Banking you will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced organization.
You will need to work well in a team environment, be able to represent the senior leaders and team with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job Responsibilities:
* Maintain detailed individual and team calendars
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate domestic and international travel
* Organize all aspects for offsite conferences and external events,(virtual and in-person) including catering and transportation
* Process T&E expense claims for team members.
Ensure all policies are followed and items are processed within provided guidelines.
Act as a subject matter experts for policies and procedures
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Work cooperatively with the administrative assistants team, in positive partnership to support each other smoothly
* Lead and coordinate on ad hoc projects as requested
Required qualifications, skills and capabilities
* Advanced organizational skills and AI tool proficiency to drive process efficiency and productivity
* Tact and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Candidates should have Expense policy, Patrol and Charitable Contributions knowledge (internal)
* Proficiency within the Microsoft office Suite
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
* Ability to learn procedures and processes quickly
Preferred qualifications, skills and capabilities
* Preferable at least 3 years of administrative experience, supporting all levels through managing director
Note: This role requires five days in...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:09
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: West Hollywood, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:06
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:03
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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 and ...
....Read more...
Type: Permanent Location: Kennesaw, US-GA
Salary / Rate: Not Specified
Posted: 2026-07-22 09:25:01
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Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
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Type: Permanent Location: Newport Beach, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:58
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Edinburg, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:55
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Join JPMorganChase Wealth Management's Chief Data Office to lead complex programs spanning multiple products (Client Information and beyond) with cross-LOB and cross-functional coordination.
This role partners closely with Product Owners and technology teams to execute disciplined governance, integrated planning, and production readiness for Party & Account data products and an agentic experience layer.
Job Summary
As the VP Product Delivery Lead within the Wealth Management Chief Data Office, you execute end-to-end integrated solution delivery for a large, complex program anchored in Client Information (Party & Account) data products and an agentic experience layer.
The role establishes governance and delivery discipline across products, lines of business, and functions, partnering with Product Owners and Technology, Control, and Operations teams to align scope and sequencing, build and maintain integrated plans, actively manage cross-product dependencies, and coordinate production readiness, cutover, rollout, and stabilization.
The role uses firm-approved AI tools, with appropriate controls, to improve efficiency in producing and maintaining delivery artifacts such as integrated plans, meeting minutes, status reporting, RAID logs, dependency trackers, and runbooks.
Job Responsibilities
* Lead end-to-end program oversight across multiple products and workstreams, spanning Client Information and additional product areas as needed across lines of business and functions.
* Partner with Product Owners to create and maintain an end-to-end high-level project plan across products and releases.
* Define the program governance structure, cadence, and operating rhythm across stakeholders.
* Document program meetings, including decisions, open decisions, actions, and follow-ups.
* Identify and document cross-product and cross-workstream dependencies, ensuring coordination across Product Owners, technology teams, and other workstreams such as data remediation and business readiness.
* Analyze, report, and monitor program-level risks and issues, escalating when appropriate.
* Monitor progress against plans and provide regular progress updates to senior management.
* Chair working groups and program-level status forums to maintain momentum and delivery transparency.
* Provide standard status processes and tools, including dashboards, RAID logs, dependency trackers, and decision/action trackers.
* Document end-to-end current state and target state, including gaps and issues, and define phased scope for Day 1 (when applicable) and subsequent days across products.
* Create and maintain cross-product production runbooks, coordinate rollout and pilot execution, ensure test data availability, coordinate data quality issue resolution with Product Owners and technology teams, and manage post-production issues through closure.
Required qualifications, capabilities, and skills
* Deliver 8 years of pro...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:55
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in Identity Access Management (IAM) within the Chief Technology office, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
You innovate new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
In this role, you will define the product vision, drive strategy, and oversee the delivery of secure, scalable, and user-friendly IAM solutions for our customers.
You will collaborate with cross-functional teams to ensure our platform meets business objectives, regulatory requirements, and delivers an exceptional user experience.
Job responsibilities
* Develops a product strategy and product vision that delivers high value to customers with modern technology
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Advocate for seamless and secure customer experiences, balancing usability with robust security
* Drive product health reviews & metric reporting around platform performance, adoption, and incident
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in pr...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:54
-
Are you ready to drive transformation at scale? Join us and play a pivotal role in translating vision into measurable outcomes for our Data & Analytics organization.
As an Executive Director, you'll influence enterprise-level decisions, architect scalable operating models, and partner with senior leaders to deliver lasting impact.
This is your opportunity to lead a high-performing team, champion innovation, and shape the strategic direction of a dynamic organization.
Make your mark where strategy meets execution.
As an Analytics Solutions Director in the Data & Analytics Strategic Execution & Business Operations Team, you will define and drive our multi-year strategic roadmap, lead talented managers and associates, and serve as a trusted advisor to senior leadership.
You will establish governance frameworks, set organizational objectives, and ensure alignment across Consumer & Community Banking's data priorities.
Together, we will convert ambiguity into clarity, foster a culture of innovation, and deliver measurable outcomes that matter.
Job responsibilities
* Define, own, and evolve the strategic operating model to support organizational growth
* Lead, mentor, and develop a team of managers and individual contributors
* Advise senior leaders by synthesizing complex inputs into clear recommendations and executive-ready narratives
* Architect and govern portfolio management frameworks, including prioritization and resource allocation
* Design and institutionalize OKR/KPI frameworks that connect execution to enterprise outcomes
* Drive large-scale, cross-functional transformation initiatives from concept to sustained adoption
* Establish and chair governance forums and working groups to accelerate decision-making
* Identify inefficiencies and sponsor automation, tooling, and process re-engineering programs
* Own executive communications strategy, including board-level materials and stakeholder updates
* Maintain a strong controls mindset and ensure compliance with risk, audit, and regulatory frameworks
* Anticipate leadership needs and act decisively as an extension of the leadership team
* Champion AI/ML adoption within Business Operations, driving high-value use cases and pilots
Required qualifications, capabilities, and skills
* Bachelor's degree and 10 years of progressive experience in strategy, business operations, management consulting, or analytics leadership
* Four years of experience managing teams
* Demonstrated success designing and implementing enterprise operating models, portfolio governance frameworks, and OKR systems
* Deep expertise in Lean-Agile delivery at scale
* Experience establishing PMO or Strategic Operations functions
* Proven ability to influence and advise C-suite and senior stakeholders
* Strong commercial acumen with the ability to connect operational initiatives to business outcomes
* Track record of building, me...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:53
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Join a dynamic team shaping the future of financial planning technology at J.P.
Morgan Wealth Management.
Leverage your expertise to empower advisors and drive innovation across the organization.
Experience the opportunity to make a lasting impact on client outcomes.
As a Head of Financial Planning Tools & Strategy for J.P.
Morgan Wealth Management, you will define and execute the vision for advisor planning tools.
You will drive adoption, engagement, and continuous improvement of the planning tools ecosystem.
This role bridges field and home office, ensuring technology aligns with advisor and client needs.
You will partner with product and technology leaders to deliver best-in-class solutions to advisors.
Job responsibilities:
* Define and execute strategic vision for financial planning tools, aligning technology capabilities with advisor and client needs across the organization
* Assess current planning tools landscape, identify gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement
* Drive advisor adoption and engagement by modeling best practices, identifying barriers, and implementing targeted interventions in partnership with field leaders
* Represent advisor and client requirements in product roadmap reviews, enhancement prioritization, and upgrade cycles to ensure tools deliver meaningful outcomes
* Partner with internal product, technology, and vendor teams to manage contracts, oversee implementations, and advocate for Wealth Planning's interests
* Oversee centralized support and field-facing teams, including help desk operations and direct advisor engagement for tool-related questions and training
* Design and implement scalable training programs, develop advisor-facing materials, and embed new capabilities into practice management initiatives
* Develop and execute communications strategy for planning tool updates, launches, and enhancements, ensuring advisors are informed and prepared
* Collaborate with Practice Management and field leadership to integrate planning tool fluency into advisor development programs and client engagement standards
* Translate advisor and client needs into actionable product requirements, serving as a credible counterpart to technology partners and holding teams accountable
* Lead change management efforts to shift advisor behavior at scale, sustaining momentum and driving adoption through expertise, trust, and relationship-building
Required qualifications, capabilities, and skills
* Hold an active Certified Financial Planner (CFP®), Juris Doctor (JD), or equivalent credential, demonstrating deep expertise in financial planning or legal dimensions of wealth transfer and tax strategy
* Possess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders
* Demonst...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:53
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Nappanee, US-IN
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:49
-
Step into a pivotal role at JPMorganChase, where your expertise in control management will help shape our risk, governance, and control strategies across emerging Digital Assets and Blockchain Solutions initiatives.
Elevate your career with opportunities for growth and collaboration in a dynamic, fast-evolving environment.
Join us to make a significant impact on innovative business initiatives while helping safeguard the firm's integrity and risk posture.
As a Control Manager within JPMorganChase, you will lead efforts to identify, assess, and manage operational risk across Digital Assets and Blockchain Solutions initiatives.
You will work directly with business, product, operations, technology, risk, compliance, and legal stakeholders to evaluate new opportunities, document risks and controls, strengthen governance frameworks, and drive execution of control-related deliverables.
This role requires strong control acumen, strategic thinking, structured execution, and the ability to translate complex emerging technologies and business models into clear risk and control solutions.
Job responsibilities
• Develop a deep understanding of Digital Assets and Blockchain Solutions initiatives to serve as a trusted advisor who helps identify, assess, and manage operational risk.
• Support a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols across emerging business capabilities.
• Partner with business, product, technology, operations, risk, legal, and compliance stakeholders to evaluate new digital asset opportunities and document associated processes, risks, controls, and governance requirements.
• Develop the enhancement of risk management frameworks, control inventories, process maps, monitoring routines, and governance practices supporting digital asset initiatives.
• Define KPIs/KRIs, control metrics, and governance routines; review and analyze relevant data to support business programs, strategic initiatives, and risk decisions.
• Provide leadership support for end-to-end operational risk management, including control breaks, issue triage, remediation planning, and driving execution to closure to reduce financial loss, customer complaints, regulatory exposure, and reputational risk.
• Manage execution rigor by maintaining project plans, action logs, and risk/issue trackers; coordinate dependencies across partner teams and drive deliverables to completion.
• Produce clear, stakeholder-ready outputs, including risk assessments, governance materials, remediation and implementation plans, status updates, and executive presentations that summarize options, risks, tradeoffs, and recommended solutions.
• Engage with control colleagues across the firm and partner with business, operations management, legal, compliance, risk, audit, regulators, and technology control functions.
Required qualifications, capabilities, and skills
• Bachelor's degree or equivalen...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:46
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:46
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:45
-
At JPMorganChase, be at the forefront of a leading electronic trading franchise.
Connecting clients to global Listed Derivatives markets.
As an Associate within the Execution Connectivity team in Futures and Derivatives Clearing, you will be responsible for all aspects of electronic trading for Listed Derivatives across the globe, administrating trading systems, configuring client connectivity, and ensuring seamless execution into global exchanges.
You will engage clients from origination through onboarding, provide execution consulting, and drive process improvements and innovation.
Working closely with technology teams, internal partners, Exchanges, Regulators, and clients, this role is both reactive and proactive, requiring you to assess and prioritize requests quickly and efficiently.
Job Responsibilities
* Configure electronic trading systems, and client connectivity for Listed Derivatives execution across global exchanges
* Partner with Sales, Technology, Risk, Clients, Exchanges and Vendors to onboard clients to execute
* Reactively troubleshoot client trade rejections, working across teams to understand and resolve issues efficiently
* Interface with Audit and Compliance to ensure Exchange and Regulator enquiries are addressed promptly and accurately
* Ensure Connectivity procedures are clearly documented and compliant with internal and external rules and regulations
* Manage market data distribution and trading system vendor management
* Deliver project-driven tasks with set deadlines while balancing day-to-day operational requests
Required Qualifications, Capabilities, and Skills
* Comfortable multi-tasking and prioritizing in a fast-paced, high-pressure environment
* Strong attention to detail with a commitment to accuracy and quality
* Strong interpersonal skills and a growth mindset, with the ability to collaborate across diverse teams
* Sound work ethic with a proactive and solutions-oriented approach
* Fluent in English with the ability to communicate clearly and professionally across stakeholders
Preferred Qualifications, Capabilities, and Skills
* Experience and proficiency with electronic trading products, including platforms, FIX protocols, and data networks
* Experience and proficiency in trading Listed Derivatives
* Additional language capability beyond English
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
T...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:45
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:41
-
Be a trusted advisor to our Commercial Bank clients.
Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
You are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
In this role, you will serve as the primary point of contact for each client assigned to your portfolio.
You will interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.
You will communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities
* Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles
* Develop long term client relationships
* Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
* Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
* Proactively discuss client trends/issues with internal partners to further customize solutions for clients
* Actively participate in deal team meetings as new products and services are added to clients
* Influence internal partners to recommend products and services based on knowledge of client behaviors
* Learn and understand existing and upcoming technologies to support client consultation and requests
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required Qualifications, Skills and Capabilities
* Comprehensive knowledge of Treasury Services and/or Custom Card products
* Data Analytics & Change Management experience
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 3+ years of client facing work experience
Preferred qualifications, skills and c...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-07-22 09:24:39
