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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: Monroe, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:17
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:16
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Join our dynamic team as a Client Service Associate and become a vital part of our mission to elevate client experiences.
As a Client Service Associate within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients.
Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs.
You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals.
Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.
This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities
* Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
* Protect both the client and the institution from potential financial and reputational damage.
* Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
* Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
* Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in a client service role within a financial institution.
* Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
* Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
* Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
Preferred qualifications, capabilities, and skills
* Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
* Drive continuous improvement initiatives for high-quality client experiences.
* Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
* Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:16
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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: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:15
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Chase is a leading financial services firm,...
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Type: Permanent Location: Mandeville, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:13
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Are you ready to make a significant impact by leading and managing treasury product implementation processes for new and existing clients as they transition to the Chase banking platform? Join us at JP Morgan Chase and be part of a diverse and innovative global organization that offers endless opportunities for growth and development.
As a Client Onboarding and Product Implementation Associate, you will play a pivotal role in shaping our clients' first experiences with us, ensuring a seamless transition and fostering strong relationships from the very first interaction.
Together, we will drive satisfaction and success in a dynamic global environment.
As a Client Implementation Senior Associate within the Commercial and Investment Bank, you will lead the charge in delivering exceptional onboarding experiences.
You will be at the forefront of shaping our clients' first interactions with us, ensuring a seamless transition and fostering strong relationships.
Your role is crucial in driving satisfaction and success, and you will be part of a diverse and innovative team that values growth and development.
Together, we will create a dynamic and collaborative environment that supports our clients and our community.
Job Responsibilities:
* Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform.
* Own the product implementation process and training experience for your assigned clients.
* Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies.
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Implement mixed payable solutions and support clients with technical specifications for treasury services.
* Manage client and partner expectations by establishing timelines and dependencies.
* Demonstrate creative problem-solving skills and take ownership of issues when they arise.
* Ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness.
* Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth.
* Participate in Business Resource Groups to engage with colleagues on topics such as ethnicity, gender, and more.
Required qualifications, capabilities, and skills:
* 3+ years of experience in managing and executing strategic initiatives in a professional field.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Technical project management experience in a dynamic client-facing environment.
* Strong communication skills with the ability to partner and influence others towards...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:12
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Amenities Services, you are an integral part of the team that innovates 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.
Shape the future of the employee experience by helping reimagine how we deliver hospitality, food, and workplace services across JPMorgan Chase.
As a Product Manager within Amenity Services, you will play a pivotal role in defining, shaping, and executing on the services that bring our workplaces to life - from dining and pantries to conference centers and guest registration.
Drawing inspiration from the hospitality, food & beverage, and software industries, you will blend physical experiences with digital solutions to create consistent, frictionless, and high-satisfaction experiences for employees and guests.
You will partner closely with our technology, operations, and design teams to transform services into scalable, data-informed "products" that deliver measurable business and user value.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* 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
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Conduct product discovery and research using data, employee feedback, and market insights to identify and prioritize high-impact opportunities
* Benchmark and ideate new concepts, drawing inspiration for the hospitality, workplace, and service design industries to inform innovation and continuous improvement
* Tell the story by building clear, compelling narratives through presentations and visuals that align cross-functional partners and senior leaders around product priorities and outcomes
* Shape the product roadmap for one or more amenity service lines, helping define the strategy, goals, and outcomes that enhance the employee and guest experience
* Collaborate with design, technology, and operations to translate needs and insights into clear product requirements, pilots, and launches that improve service quality and consistency
* Support product delivery and rollout, ensuring new tools, services, and experiences are implemented effectively across diverse regions and operations team
* Define and track success metrics to measure product ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:11
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
....Read more...
Type: Permanent Location: Elk Grove Village, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:10
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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 Payments Digital and Design, 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.
Job responsibilities
* 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
* 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
* Drive delivery of strategic imperatives within the Digital Product group, as well as keeping senior stakeholders informed on what's going on within the business
* Partner with the Product team to define well scoped initiatives within robust business case and KPIs to track impact
* Shape and keep stakeholders informed of priorities and progress, driving cross functional alignment towards the priorities
* Steer executive meetings, agenda, and materials, providing management insights, analyses and updates to drive strategic decisions, risk / issue escalations and resolution
* Partner closely with cross functional leaders across the CIB to align on roadmap prioritization and technology approach
* Partner with Go-to-Market and Product Marketing teams to drive adoption and usage of products
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
* Expertise in JIRA, PowerPoint, Excel and Word
* Strong verbal and written communication skills
Preferred qualifications, capabilities, and skills
* Proficient knowledge of the product development life cycle, design, and data analytics
* Previous consulting or business management experience preferred
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 corpo...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:09
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As a Practice Management Consultant within the J.P.
Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The Practice Management Consultant (PMC) supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice.
You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
This role also supports market level leaders, helping them coach advisors on these practice management behaviors.
The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee.
You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Lead advisors in a Goals-Based Approach to Investing
* Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
* Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Become a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system
* Build out useful advisor content and drive adoption of goals-based advice initiatives
* Deliver both one on one and workshop based presentations and training
Required qualifications, skills, and capabilities:
* 7+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:09
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Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering.
This role is responsible for driving the strategy, design, and integration of new DAF product launches and features, with a particular emphasis on optimizing investment processes, trading execution, and enhancing the digital client experience.
The ideal candidate is a highly organized, analytical, and adaptable leader with a strong background in capital markets, investment support, and product management.
Candidates should possess excellent critical thinking and problem-solving skills, demonstrate strong communication abilities in both written and oral forms, and have experience contributing to strategy initiatives across teams and partners.
A passion for digital and financial services is essential.
Successful candidates will be expected to move up the learning curve quickly and contribute effectively to a fast-moving agenda.
FINRA Series 7 and Series 63/66 licenses are required, and additional certifications such as CFA, CFP, or CMT are advantageous.
Key Responsibilities:
* Lead cross-functional teams to enhance operating models and create future-state value propositions for DAF products, focusing on trading, investment, and digital client experience.
* Partner with digital product teams to develop and improve investment workflows, implementation, and client-facing features.
* Manage projects from strategy development through agile implementation, with a focus on investment execution, asset servicing, and regulatory compliance.
* Identify and analyze new product capabilities and features based on customer demand and market opportunities, especially in investment options.
* Develop clear documentation, including use cases, product requirements, and wireframes to support UX design, technology development, and operations.
* Collaborate with Legal, Compliance, and Risk to address regulatory exposure and ensure robust risk management in trading and investment activities.
* Present executive updates on performance metrics, delivery status, and client/advisor feedback, emphasizing investment performance and trading efficiency.
* Support go-to-market strategy and rollout of new investment-related offerings, ensuring seamless communication and positioning to clients, advisors, and stakeholders.
* Identify and manage interdependencies across initiatives to ensure successful product launches.
Qualifications:
* Bachelor's degree or higher, preferably in Business Administration, Finance, Economics, or a related field.
* 7+ years of experience in financial services or strategy consulting, with a focus on wealth management, capital markets, or investment support.
* 3-5 years of direct experience in trading, investment management, or related financial services roles.
* FINRA Series 7 and Series 63/66 licenses required.
* Additional certifications (CFA, CFP, CMT)...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:08
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Step into the role of Junior Associate, Marketing Transformation, where you'll help shape and communicate our multi-year roadmap.
Collaborate with cross-functional teams to deliver clear, impactful executive updates and drive strategic initiatives in the age of AI.
As a Marketing Transformation Senior Associate in the Firmwide Marketing organization, you will partner with the Head of Marketing Transformation to advance strategic initiatives and support program management.
You'll focus on tracking and reporting transformation KPIs and OKRs, generating actionable insights for executive audiences, and ensuring initiatives deliver on time and achieve business value.
Your work will help drive progress on our transformation agenda and maintain consistent, data-driven messaging across the organization.
Job Responsibilities:
* Support the development and execution of strategic marketing transformation initiatives.
* Distill complex topics such as AI, data strategy, and product life cycle into clear, concise communications.
* Prepare presentations, reports, and materials for senior leadership and stakeholders.
* Track and organize OKRs and roadmap milestones for transformation programs.
* Provide hands-on program management support for key projects.
* Collaborate with Product, Technology, Data, and Marketing teams (across Lines of Business, Channels, and Operations).
* Ensure consistent messaging and alignment with the multi-year transformation roadmap.
* Stay current on AI and marketing trends, bringing innovative ideas to the team.
* Contribute to executive updates and transformation communications.
* Maintain high standards of organization and attention to detail
* Identify opportunities to improve processes and outcomes.
Required qualifications, capabilities and skills:
* Bachelor's degree in Marketing, Business, Communications, or related field.
* 2 plus years of experience in business consulting, product strategy, or marketing.
* Proven ability to simplify and communicate complex concepts clearly.
* Strong strategic thinking and analytical skills.
* Exceptional written and verbal communication skills.
* Highly organized and detail-oriented.
* Ability to work collaboratively in a fast-paced environment.
* Demonstrated initiative and proactive problem-solving.
Preferred qualifications, capabilities and skills:
* Experience with marketing transformation and AI-driven marketing.
* Familiarity with program management methodologies.
* Experience preparing executive-level communications and presentations.
* Exposure to cross-functional collaboration in large organizations.
* Knowledge of data strategy or product life cycle management.
* Prior experience in a financial services or technology environment.
* Advanced proficiency with presentation and collaboration tools.
Additional Information:
* Opportunity to work at...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:07
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Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will be pivotal in maintaining our strength and resilience.
You'll be tasked with anticipating emerging risks and using your judgement to address challenges impacting our company, customers, and communities.
Our culture encourages innovative thinking and challenges the status quo, striving for excellence in all we do.
As a Product Associate within JPMorgan Chase's Risk Management and Compliance team, you will play a pivotal role in promoting innovation and operational excellence across the ORDG product suite.
Leveraging user research, data analysis, and customer feedback, you will help create and enhance products that meet evolving business needs.
You will collaborate with cross-functional teams, support strategic AI/ML initiatives, and contribute to seamless product operations and process automation.
This is an opportunity to make a significant impact by shaping the future of our products and supporting the ongoing success of our organization.
Job Responsibilities
* Assist product owners with user research, user story development, and product strategy formulation.
* Facilitate requirements gathering, documentation, and effective stakeholder communication.
* Develop and maintain technical documentation, including system specifications, user guides, and process documentation, to ensure clear communication and knowledge sharing across teams.
* Support the full product delivery lifecycle, including User Acceptance Testing (UAT) coordination and release planning.
* Participate in Agile development practices, including sprint planning, daily stand-ups, and retrospectives.
Collaborate with the development team to ensure timely delivery of features and enhancements.
* Provide comprehensive support for AI/ML projects across products, including model performance tracking, ongoing maintenance, and prompt engineering.
* Collaborate with data science, engineering, and cross-functional teams to gather user requirements and ensure solutions are aligned with business objectives and governance standards.
* Assist the AI/ML Program Lead in the development, scoring, evaluation, and continuous refinement of production AI agents and prompts by analyzing performance metrics, collecting user feedback, and implementing improvements to enhance accuracy, reliability, and user experience.
* Deliver Level 2 support for products within the ORDG suite (DOGMA, FPSP, LRCM, ASRB, RM&C Bulletin, PEGA).
* Troubleshoot and resolve escalated technical and operational issues, minimizing business disruption.
* Maintain the stability and reliability of existing PEGA workflows through proactive monitoring and issue resolution.
Required qualifications, skills and capabilities
* Demonstrated troubleshooting and problem-solving skills, with the ability to identify issues, think critically, and develop practical solutions, including process impro...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:06
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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 and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Universal City, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:05
-
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: Pleasanton, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:05
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Homestead, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:04
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations team within J.P.
Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative companies.
This role is customer-focused, relationship-driven, and offers the opportunity to deliver the full breadth of J.P.
Morgan's capabilities to clients.
Job Responsibilities:
* Champion a culture of innovation and customer centricity
* Stay current with industry trends to identify opportunities for innovation and strategic partnerships
* Drive new client acquisition in collaboration with bankers
* Foster a culture of respect, diversity, and inclusion
Required qualifications, capabilities and skills:
* 5+ years of direct lending or credit support experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Proven track record of meeting or exceeding sales goals
* Strong organizational skills; able to manage, prioritize, and meet tight deadlines under pressure
* Excellent verbal and written communication skills
* Strong interpersonal and influencing skills; able to build credibility and partnerships with senior business and control partners
Preferred qualifications, capabilities and skills:
* Bachelor's degree and formal credit training
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Creative problem-solving abilities; flexible and able to multitask in changing business environments
* Excellent business judgment, strategic thinking, self-direction, and proactivity
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, men...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:03
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Royersford, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:02
-
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: Chico, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:01
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Grants Pass, US-OR
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:59
-
Join our dynamic team as an Executive Director in Tax Operations Team.
This is your opportunity to lead initiatives that set new standards for operational excellence in the financial services industry!
As the Executive Director, Tax Operations Director, you will lead the U.S.
Information Reporting and Withholding Operations team for the Commercial and Investment Bank (CIB).
You will be at the forefront of driving operational excellence and leveraging advanced data capabilities to optimize processes and deliver results.
Your expertise in data analysis and operational management will enable you to streamline workflows, enhance reporting accuracy, and implement innovative solutions across the team ensuring regulatory compliance.
Your ability to harness data and operational insights will be the key to ensuring timely and precise U.S.
tax information reporting and effective management of withholding obligations.
Your leadership will support the organization in adapting to evolving U.S.
tax laws and maintaining best-in-class practices for information reporting and withholding.
Job Responsibilities:
* Lead, mentor, and develop multiple teams of professionals, fostering a culture of collaboration, accountability, and continuous improvement.
* Define and execute the strategic direction for U.S.
information reporting and withholding operations, leveraging data-driven insights to inform decision-making and process improvements.
* Ensure the team's adherence to all relevant U.S.
tax regulations, proactively identifying and mitigating risks, and maintaining robust controls to safeguard the firm.
* Utilize advanced data tools-including Alteryx, Python, and Tableau-to analyze large datasets, automate workflows, and deliver actionable reporting.
* Communicate complex regulatory and operational topics clearly to senior management, stakeholders, and regulators, adapting communication style to diverse audiences.
* Build strong relationships with internal and external stakeholders, including business partners, technology teams, and vendors, to ensure alignment and effective delivery of objectives.
Required qualifications, capabilities, and skills:
* 8+ years of experience in financial services operations or an equivalent field, with a proven track record of leadership.
* Demonstrated experience managing multiple teams, driving performance, and fostering collaboration across diverse groups.
* Proficiency in Alteryx and Tableau and can apply these tools to solve complex operational challenges.
* Possesses deep knowledge of U.S.
withholding and information reporting requirements.
* The ability to effectively prioritize and manage multiple deliverables in a fast-paced environment.
* Strategic thinker, anticipate future needs, and drive innovative solutions.
* Effective communicator and relationship builder, able to influence and collaborate across all levels of the organization.
JPMorganChase, one o...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:58
-
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: Moraga, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:57
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Shreveport, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:56
-
The Credit QR team is responsible for developing and maintaining models for valuation, risk, PL calculations, as well as quoting and market making algorithms and analysis tools for the Global Spread business.
The responsibilities of the team span the full range from new model specification, going through model approval, ensuring compliance with internal policies and industry regulations, implementation of model in library, to integration into risk and PL systems.
Job Summary:
As a Vice President on the Quantitative Research (QR) Credit Team, you will focus on the Collateralized Loan Obligation (CLO) business, delivering analytics and ensuring that the QR team is providing analytical support to the primary CLO issuance desk.
You will span all aspects of QR coverage, but there will be particular emphasis on the delivery of process automation tools, as well as analytics which can provide an edge and increase the amount of deals that the desk arranges.
Job Responsibilities:
* Streamline structuring and syndicate workflows to accelerate the automation agenda on the CLO primary desk.
* Leverage the vast amount of data available to proactively identify opportunities for the desk.
* Explore synergies with the secondary CLO trading desk.
* Document all ideas, and either directly implement proposed solutions or liaise with the broader team to achieve results.
* Collaborate with model control teams to facilitate timely and efficient review and approval of models.
* Demonstrate knowledge of the CLO market and the issuance/origination process.
* Execute effectively during developing market conditions.
* Interact with other sub-teams within Credit QR, as well as the broader CLO and Loan Financing team.
Required qualifications, capabilities, and skills:
* An advanced degree in math, statistics, physics, financial engineering, computer science or equivalent subject
* At least 3 years of experience supporting a fixed income market making desk or the same amount of time partially spent on sell-side and buy-side firm
* Exceptional analytical, quantitative and problem-solving skills
* Domain Knowledge and experience of the CLO or other structured products
* Hands on experience in Machine Learning and AI.
* Strong software design and data science skills with Python knowledge and experience
* Pro-active attitude: should have a natural interest to learn about our business, models, and infrastructure
* Ability to work in a high-pressure environment
* Attention to detail and focus on quality of deliverable
* Excellent written communication skills are also required for meeting the high standards of the model documentation
Preferred qualifications, capabilities, and skills:
* Experience with Rating Agency model and Intex deal maker is a strong plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, sma...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:54
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Manassas, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:53
