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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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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, INCLUD...
....Read more...
Type: Permanent Location: Hartsdale, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:06
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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) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening 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 deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $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
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
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
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* 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
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:06
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At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path.
We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers.
The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 22, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program.
The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
As a Client Service Associate supporting our Customized Managed Account Solutions business, you will partner with Investment teams, operations, trade implementation, and sales distribution to provide best in class service to all of our clients.
Additionally, you will execute on key strategic projects to enhance our SMA overall efficiency in our client service business processes.
Job Responsibilites
* Complete account set up and data entry tasks in order to onboard client accounts and process ongoing activity in a timely manner
* Provide reporting support for Financial Advisors looking to run transitional analysis on their account fundings
* Provide business support to cross functional teams that service the business including fee billing, operations, and consultant database teams
* Address ongoing inquiries from Financial Advisors onboarding clients into our SMA
* Coordinate required regulatory client mailings
* Establish and foster relationships across product partners including investment specialists and portfolio managers
* Create and manage internal presentations to provide business/project updates
* Provide oversight on business MIS reporting needs
* Interact and communicate confidently and effectively with external clients and internal stakeholders, displaying a strong knowledge of our internal processes and operating models across intermediary relationships and product types
* Have a strong controls mindset adhering to internal procedures to achieve process consistency
* Prioritize work, meet tight deadlines, and possess strong attention to detail
* Utilize qualitative and quantitative tools to analyze, synthesize and interpret information
* Work successfully and efficiently in a team-based environment
* Utilize judgment and discretion when working with highly confidential information
* Adapt to and drive change to improve the client experience and operational efficiency
Required qualifications, capabilities and skills
* 4 years' experience with exposure/involvement in one or more of the various Asset Management businesses or Asset Management Operations/C...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:05
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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 Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
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, INCLUD...
....Read more...
Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:05
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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 m...
....Read more...
Type: Permanent Location: Asheville, US-NC
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:04
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At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path.
We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers.
The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 22, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program.
The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
The Asset Management Client Skills Training (CST) Teams mission is to create the most productive, trusted, and integrated client teams in the industry.
We are dedicated to designing, developing, and delivering consistent skills and knowledge-based global training programs for Investment Specialists, Client Advisors, and Client Service professionals.
We are part of a the broader Global Product Strategy, Development & Client Skills Training organization, ideal for someone looking for deep insight and connection to the entire Asset Management business, with interactions with senior stakeholders
As a Project Management associate on the Client Skills Training team you will be focused on three key areas: Instructional Design, Program Management, and Business Management/Strategy within the Client Skills Training organization.
In this role, you will partner closely with all levels of management across the Asset Management business, including senior stakeholders, providing the opportunity to develop new skills and build a strong foundation for your future career within JPMAM.
Job Responsibilities:
• Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives.
Drive the implementation of our Asset Management Training Strategy.
• Collaborate with business stakeholders and subject matter experts to design engaging training content, assessments, and workshops.
Ensure content builds on foundational programs and bridges to advanced learning.
• Support strategic initiatives and key priorities - providing insights for continuous improvement.
Build strong partnerships with key stakeholders to drive our training strategy
Required qualifications, capabilities, and skills
• Bachelor's degree required.
• Passion for innovation, productivity, process improvement and helping others grow.
• Strong project management skills with attention to detail.
• Excellent interpersonal and communication skills.
• Ability to think creatively and strategically.
• Proficiency in PowerPoint, Word, and Excel; experience with video, virtual meeting technology, or learning technology
JPMorganChase, one of the oldest fin...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:04
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We are seeking a diligent, numerate, and self-motivated individual to join our Credit Portfolio Group in New York.
If you have credit trading or sales experience and strong negotiation skills, this role offers an exciting opportunity to manage credit strategies from pricing to settlement.
Join our Credit Portfolio Group and leverage your expertise in credit trading to drive success in managing our retained credit portfolio.
If you are a motivated professional with a passion for market analysis and execution, we encourage you to apply.
Job summary: As an Associate Trader in the Credit Portfolio Group, you will be responsible for executing loan sales and derivative hedging strategies.
You will conduct pre- and post-trade checks, analyze risk positions, maintain credit curves, and communicate market developments.
Your role is crucial in supporting the team's credit strategies and ensuring effective execution.
Job responsibilities:
* Execute loan sales and derivative hedging strategies.
* Conduct pre- and post-trade checks.
* Analyze and reconcile risk positions.
* Maintain and reconcile credit curves (shadow loan pricing).
* Review and sign-off on risk and P&L reports.
* Communicate market developments to management and team members.
Required qualifications, capabilities, and skills:
* Minimum 1 year of experience in a trading or sales role; credit analysis experience is a plus.
* Strong verbal and written communication skills.
* Current knowledge of loan and CDS products.
* Excellent quantitative skills, educated to degree level.
* Ability to exercise sound judgment under pressure.
* Intermediate proficiency in Excel; Python knowledge is a plus.
* Ability to work in a collaborative team environment.
Preferred qualifications, capabilities, and skills:
* Credit analysis experience is a plus.
* Python knowledge is a plus.
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 reimburse...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:03
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Unlock your potential and dive deep into market analytics and product launch strategy and execution .
Harness your expertise to build pivotal relationships, identify areas of improvement, increase efficiencies, and lead our products to their launch.
As a Go-to-Market and Commercialization Manager within the Core Payments Product Management team, you will play a pivotal role in devising and implementing product launch strategies and execution plans.
Your contributions will facilitate the introduction and adoption of key payment offerings such as ACH, Disbursements, and Wire payments.
You will be instrumental in segmenting clients and prospects to match client requirements with the pricing and positioning of our products.
Additionally, you will be responsible for creating marketing materials, constructing Sales enablement plans, and developing and conducting trainings to expand product offerings and achieve revenue goals.
Job responsibilities
* Develops a strong understanding of our products and services to effectively tailor internal and client-facing marketing collateral to specific client segments and use cases
* Builds and maintains working relationships with stakeholders across distinct functions including Legal, Product, Sales, and Marketing
* Collaborates with Product Managers and cross-functional teams to develop and implement strategies for new product launches and expansions
* Performs market research and conducts analysis to evaluate market trends, competitor pricing strategies, and client behavior to recommend product improvements
* Partners with Product Managers to develop internal and client-facing marketing collateral
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise working in Product Management, Product Marketing, Consulting, or Project Management
* Developing knowledge of product management and client segmentation, data analysis and market research
* Experience in developing and executing product targeting strategies
* Consulting, strategy or go-to-market / commercialization experience
* Strong storytelling and analytical skills with ability to translate product vision into go-to-market plans and execute on them
* Sales enablement experience with bringing new product capabilities to market
* Proficiency in Microsoft Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
* Effective communication skills to present ideas, plans, and strategies to a diverse audience
* Market research skills to identify opportunities, trends, and customer preferences
* Strong interpersonal skills to build and maintain relationships with stakeholders and partners
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.
...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:01
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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 m...
....Read more...
Type: Permanent Location: Greensboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-02-17 07:10:00
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If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.
Morgan is the place for you!
As a Digital Client Service Associate within the U.S.
Private Bank at J.P.
Morgan you will be responsible for maintaining, deepening and enriching relationships with large family and institutional clients.
You will work in a team-oriented environment with Bankers, Client Service Associates, various Product Partners, and Operations teams to deliver a seamless and integrated approach to the Private Bank client online experience.
Job Responsibilities
* Provide exceptional service to large family and institutional clients within the digital platform
* Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
* Research, follow-up, and resolve client inquiries and problems through effective interaction with multiple internal stakeholders in a timely and professional manner
* Maintain up-to-date knowledge of digital banking products and services to effectively address client questions and concerns
* Monitor client feedback and work with internal teams to implement improvements to the digital client service process
Required Qualifications, Capabilities, and Skills
* 4+ years of client facing experience in the financial services industry
* High comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases
* Strong interpersonal, verbal, and written communication skills
* Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Preferred Qualifications, Capabilities, and Skills
* College degree or equivalent financial services/banking industry experience preferred
* Experience with banking and investment products, including online banking
* Prior experience leading a client facing team of direct reports in a high volume environment
* Experience working with large families and institutional clients
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 healt...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:59
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Aurora, US-CO
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:59
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If you are a collaborative team member, solutions orientated and delivers premier client service, J.P.
Morgan is the place for you!
As a Digital Client Service Vice President in the Private Bank you will lead a team responsible for all online needs of large family and institutional clients.
You will partner with Bankers, Client Service Associates, various Product Partners, and Operations teams to deliver a seamless and integrated approach to the Private Bank client online experience.
Job Responsibilities
* Act as the Digital Client Service Team Lead, overseeing a small team of Digital Client Service Associates
* Provide exceptional service to Private Bank clients within the digital platform
* Offer training and guidance to clients on effectively using digital platforms and tools
* Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts
* Research, follow up, and resolve client inquiries and problems through effective interaction with clients, advisors, client service associates, product partners, branch operations areas, and other staff in a timely and professional manner
* Maintain up-to-date knowledge of digital banking products and services to effectively address client questions and concerns
Required Qualifications, Capabilities, and Skills
* 7+ years of client facing experience in the financial services industry
* Strong to exceptional interpersonal, verbal, and written communication skills
* Experience with banking and investment products, including online banking
* Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
Preferred Qualifications, Capabilities, and Skills
* College degree or equivalent financial services/banking industry experience preferred
* Prior experience leading a client facing team of direct reports in a high volume environment
* Experience working with large families and institutional clients
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 we...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:58
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As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities:
* Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
* Convert high quality leads into new clients and help to maintain those relationships
* Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
* Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals
Required qualifications, capabilities, and skills:
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
* This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
* At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
* Bachelor's degree preferred
* CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
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, b...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:58
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a Vice President/ Executive Director in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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 forfeita...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:57
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Multinational Corporations Associate Banker is for you.
As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients.
In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associate will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Foreign Exchange, Commercial Card and Merchant Services.
As a key player on our multinational banking team, you will work closely with US and Global product partners, and Global Corporate Banking.
We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:57
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total re...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:56
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We are seeking a highly skilled and experienced Analyst to join our Equity Capital Markets group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Equity Capital Markets group of the Investment Bank, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings
* Assist senior bankers in preparation for client engagement, such as pitches and RFPs
* Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal
* Prepare thought pieces related to the equity capital markets and diversified industries sector
* Drive analysis for issuer clients, including precedent transactions and shareholder targeting
* Draft presentation materials and internal committee memorandums in advance of launching transactions
Required qualifications, capabilities, and skills
* Strong accounting, finance, quantitative and business writing skills.
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to work well in a fast paced, team environment
* Self-directed, highly motivated, and able to work independently
Preferred qualifications, capabilities, and skills
* Prior work experience in an investment banking front office, or related, role 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 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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:56
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:55
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:55
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:54
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job Responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required Qualifications, Capabilities and Skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred Qualifications, Capabilities and Skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under th...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:54
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job Responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required Qualifications, Capabilities and Skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 spa...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:53
-
Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As a Product Director Transactional Credit Management within Liquidity and Account Solutions, you lead innovation through the development of products and features that delight customers.
As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
The Transactional Credit Management (TCM) team is a newly formed global team that has a follow-the-sun model supporting the Payments organization.
The team reports into the Head of Transactional Credit Management, and will be part of the Liquidity & Account Solutions (L&AS) organization within JPMorganChase Payments.
The team functions as Subject Matter Experts across the payment verticals including but not limited to Liquidity & Account Solutions (L&AS), Clearing, Foreign Exchange, Receivables, Public Sector and Commercial Card and various technology platforms.
JPMorganChase Liquidity & Account Solutions ("L&AS")works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers.
Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job responsibilities
* Builds and leads the newly created global team, including location strategy and hiring
* Develops the framework, in alignment with Credit Management Standard, and operating model for managing transactional credit risk of non-Credit-managed/business-managed clients; oversees and drives the product roadmap, vision, development and execution of such framework and operating model and risk management
* Defines Payments' transactional credit risk appetite and decisioning rules
* Develops, in partnership with Exposure Management, governance, monitoring and reporting on business rules and credit exposure relating to business-managed clients as well as approval grid and escalation process for exposure in excess of pre-defined thresholds.
* Partners with Credit Risk Management, L&AS Data & Analytics program and Product Development to execute tactical and strategic roadmap for data and tools to achieve and facilitate transaction decisioning and ongoing monitoring and mitigation of business-owned risks.
* Monitors credit exposure relating to non-Credit-managed clients and any relevant internal and external (including regulatory) factors and identifies opportunities for refinement of risk appetite...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:53
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job Responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required Qualifications, Capabilities and Skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred Qualifications, Capabilities and Skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 includ...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:53
-
Join the Operations Control Management (OCM) team at a senior global level, offering operational, regulatory, and governance support for our global Client Tax Operations segment within Securities Services Operations.
As the Executive Director of Control Management, you will lead a team of controls managers overseeing the governance and oversight of JPMorgan's global Client Tax Operations (CTO), a firm wide utility of JPMorganChase, focusing on Custody and Markets within the CIB business.
You will assess operating models and risk management controls, engage with stakeholders to mitigate operational risk, and participate in data management initiatives to enhance data-driven decision-making.
You will also present the CTO controls environment to senior management and external stakeholder to further data driven decision making at the highest levels of the organization.
As the lead control manager for CTO, you will oversee a team of ~8 employees to ensure efficient execution of tax-related processes and controls.
You will use data analysis for real-time control evaluation, identify and mitigate risks, collaborate with cross-functional teams, and develop a data model for metrics reporting to senior management.
Your role also involves driving continuous improvement, reducing risk exposure, and mentoring team members to promote a culture of learning and development.
As a lead in the broader Operations Control Management (OCM) team, you will report to the Global Head of Securities Services Operations Governance and Controls Management, helping oversee 90 employees.
You will contribute to developing the OCM strategy for 2025 and support key initiatives, focusing on operational risk mitigation through a sustainable controls environment.
Partnering with Operations management, you will address global regulatory changes.
OCM emphasizes a joint accountability model, focusing on Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies, and Control Governance & Reporting.
The ideal candidate will possess a strong background in risk management, exceptional data analysis and data management skills, in addition to a strong understanding of tax functions.
Job responsibilities:
* Lead the Client Tax Operations (CTO) Control Management team, ensuring effective oversight of tax-related processes and controls, and execution of the CIB's controls management agenda.
* Cultivate a proactive risk and control culture with proven evaluation strategies and change management protocols.
* Foster an inclusive culture to attract, develop, and retain diverse talent, enhancing employee engagement.
* Promote continuous learning and development within the team and supported Operations teams.
* Partner with colleagues across the firm, including legal, compliance, risk, audit, and technology, to drive consistent operational risk practices.
* Act as a subject matter expert on control policies, compliance req...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-17 07:09:52
