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JOB DESCRIPTION
The Cyber Digital Team is seeking to fill an Underwriter position.
The primary focus of the position will be underwriting Cyber New Business for commercial clients with less than $100m of revenues.
Major Duties & Responsibilities:
Duties may include but are not limited to:
Assess and underwrite cyber submissions, including analyzing applications, supporting documents, and third party data to determine risk exposure.
Evaluate IT Security Controls, such as common security measures, data protection protocols, and potential vulnerabilities, to determine appropriate coverage limits and premiums.
Collaborate with brokers and agents to understand insured's needs, answer inquiries, and negotiate policy terms and conditions.
Binds coverage and documents the underwriting files
Handles an assigned territory/book of business
Participates in projects or tasks to assist the team
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:21
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
Our Chubb Associate roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position on the Global Real Estate team, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
Specific Responsibilities:
Financial Analysis and Governance:
* Develop and maintain detailed financial models to support real estate transactions and global operations, enabling informed decision-making.
* Assist in the preparation and vetting of Real Estate Approval Papers through the established governance process to ensure compliance with financial standards and policies.
Cost-Benefit Analysis (CBA):
* Conduct thorough reviews and control checks of CBAs, evaluating project feasibility, risks, and potential financial impacts.
* Track and monitor ongoing CBA benefits and costs to ensure alignment with forecasted outcomes, providing regular updates to key stakeholders.
Financial Planning & Analysis (FP&A):
* Manage the annual budget process, including the preparation of the 5-Year Strategic Plan and ongoing financial forecasts for real estate and global operations.
* Lead the consolidation of global operations financial reporting, providing comprehensive insights into performance across regions.
* Generate and analyze variance reports to identify discrepancies between actual and forecasted performance, facilitating timely corrective actions.
Collaboration with Real Estate & Data Leadership:
* Engage with leaders to address and clarify inquiries regarding CBAs and financial reporting, ensuring that business decisions are informed by accurate financial data.
* Collaborate with RE & Data teams to optimize financial d...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:20
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JOB DESCRIPTION
Position Overview: We are seeking a detail-oriented and motivated Cash Management Analyst to support the cash application process.
In this role, you will be responsible for the identification and matching of received payments to the corresponding receivables, managing cash transfers, disbursements, and mark-offs.
This position requires a strong emphasis on quality and timeliness, along with the ability to navigate various receivable systems and policy administration processes.
Key Responsibilities:
* Accurately identify and match incoming payments to corresponding receivables.
* Manage cash transfers, disbursements, and mark-off processes.
* Ensure high-quality work by focusing on details and adhering to timelines.
* Collaborate with peers, management, and both internal and external partners to facilitate effective communication and support.
* Utilize multiple receivable systems and policy administration tools to execute cash management operations efficiently.
* Work closely with offshore partners to facilitate seamless operations.
* Run and create daily reports to monitor and ensure cash application is completed.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:19
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Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Menomonee Falls, US-WI
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:18
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JOB DESCRIPTION
We are seeking a Commercial Insurance Manager to oversee the profitable growth of the Commercial Insurance portfolio while cultivating both internal and external relationships within the Walnut Creek branch.
This role is accountable for the Commercial Insurance underwriting operations and results, with a strong focus on driving new business production and retention efforts.
The Walnut Creek branch manages a Commercial Insurance Gross Written Premium (GWP) exceeding $200 million, with a diverse portfolio that includes sectors such as Technology, Manufacturing, Life Sciences, and Food.
The geographic scope of this position encompasses distribution partners in the Bay Area, Central Valley, Sacramento, and Reno.
The Commercial Insurance Manager will lead underwriting and marketing initiatives through a team of direct reports, as well as core resources across the Pacific Northwest region, to engage with agents, brokers, and clients associated with the Walnut Creek branch.
Specific responsibilities include:
* P&L Accountability: Responsible for premium, profitability, growth, retention, and expense plans/results for Commercial Insurance P&C business.
Strong focus on growing the Lower Middle Market Portfolio, as well as our highest margin segments including Technology and Life Sciences.
* Portfolio Management/LOB: Direct profit and loss responsibility for field business; coordination, agency management, and production responsibility across CI product portfolio.
* Grow Specialties lines of business: Drive growth of Multinational, Environmental, A&H, Marine and Financials lines through effective collaboration, marketing, targeting, and cross-sell execution.
* Underwriting Strategy Execution: Manages execution of new and renewal underwriting strategy for local underwriters and in tandem with remote resources.
* Technical UW/Referral Resource: In collaboration with Product, serves as technical resource for referrals and underwriting authority.
Point of contact for branch risks which fall outside of field authority; coordinate efforts with Home Office/Product and Segment leaders.
* Corporate Underwriting Audit: Monitors underwriting quality and achieves Satisfactory score with underwriting authority violation below the allowed threshold.
* Marketplace Focus: Develop opportunities particular to the local marketplace and provide customized approaches on market conditions and broker/agency needs.
* Marketing Strategy and Execution: Works closely with Field Operations on development and execution of marketing strategy and coordinates marketing and production activities within assigned branch for the entire portfolio of CI business.
* Business Development: Directs business development activities and provides guidance for implementing sales and/or product launches with particular emphasis on Benchmarq.
* Producer Management: Primary responsibility for managing regional/local producer plant; re...
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Type: Permanent Location: San Ramon, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:17
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Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Pewaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:17
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JOB DESCRIPTION
The Sr.
Property Claim Examiner is responsible for investigating/settling high exposure/high frequency claims while providing an exceptional level of customer service and maintaining a high-quality claim file.
This in office position reports to a Claims Supervisor, Claims Manager or other more senior Claims Leader.
POSITION RESPONSIBILITIES:
* Confirm coverage of claims by reviewing policies and documents submitted in support of claims.
* Analyze coverage and communicate coverage positions under direction of Supervisor.
* Conduct, coordinate, and direct investigation of 1st party and reinsurance claims.
* Direct and monitor assignments to experts and underlying defense counsel.
* Evaluate information on coverage and damage to determine the extent of the loss exposure.
* Promptly and appropriately develop the file to provide accurate and timely investigation and loss analysis.
* Set reserves within authority and/or makes recommendations to Supervisor concerning reserve changes.
* Effectively evaluate contract language and identify coverage issues.
* Maintain an active file diary to more file toward resolution.
* Recognize and pursue recovery.
* Adhere to all statutory and regulatory fair claims practices.
* Recognize and identify potential fraudulent claims.
* Effectively control the use, work product and expenses of outside vendors.
* Develop and maintain strong business relationships with internal and external business partners/clients.
* Successfully contribute to the development and delivery of the team's goals, objectives and results.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation again...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:16
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Grafton, US-WI
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:15
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Take on a crucial role where you'll be a key part of a high-performing team delivering secure software solutions.
Make a real impact as you help shape the future of software security at one of the world's largest and most influential companies.
As a Lead Security Engineer- Cryptography you will help leverage innovative cryptography at JPMorgan Chase.
As a member of the Emerging Technologies Security group within the Cybersecurity & Technology Controls organization, you will work alongside cryptographers and a group of passionate security engineers to solve complex security problems and support the deployment of cryptography-based solutions.
The position requires extensive software development experience and strong industry experience in combining cryptography and security best-practices to secure complex IT infrastructure, customer-facing services, and sensitive customer and enterprise data.
Job responsibilities
* Assess existing cryptographic libraries
* Evaluate existing crypto-agile approaches and tools - help define and implement JPMC-centric solutions
* Define and develop tools or libraries for cryptography services
* Review architecture document for security services
* Assist with performance impact assessment of post-quantum cryptography implementations
* Conduct source code security review
* Communicate ongoing work with other teams or organizations
* Collaborate with cryptographers on specific topics
Required qualifications, capabilities, and skills
* Formal training or certification on security engineering concepts and 5+ years applied experience
* Solid track record of using cryptography software frameworks including, but not limited to, Java JCA and/or Bouncy Castle
* Strong understanding in applying mainstream cryptographic primitives, including digital signatures, public-key ciphers, block ciphers
* Strong understanding of network security protocols (TLS, SSH, IPsec etc.)
* Strong track record in software development, with experience working with tools like Github, Junit, Maven, Jenkins, CI/CD
* Proficiency in Java.
Other programming languages like Go, C/C++, Python, C#, JavaScript or shell scripting good to have
* Good knowledge of public key infrastructure (PKI) and digital certificates (e.g., X.509)
* Security solution development utilizing cryptographic agility principles
* Ability to convey complex concepts and ideas in a clear and concise manner to a wide range of audience
* Proven track record in working with diverse teams to achieve goals
* Driving enterprise-wide transformative security technology initiatives
Preferred qualifications, capabilities, and skills
* Familiarity with upcoming NIST post-quantum cryptography standards and related migration efforts
* Basic knowledge on cryptanalysis, crypto system threat modeling and analysis
* NIST key management best practices
* Technology security certificati...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:14
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as Relationship Executive is for you.
As a Relationship Executive on the Disruptive Commerce and Internet, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Disruptive Commerce and Internet.
The Disruptive Commerce and Internet Banking team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents the Disruptive Commerce and Internet Banking team as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 8+ years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:14
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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...
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Type: Permanent Location: Orlando, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:13
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Cheyenne, US-WY
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:12
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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...
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Type: Permanent Location: Elk River, US-MN
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:11
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As a Vice President Managed Accounts Testing Manager, you will support our Managed business and Middle Office teams by supporting projects and project managers for various initiatives as well as manage a team of testing individuals.
The candidate may participate in multiple projects or initiatives across various geographic locations.
Projects will involve stakeholders from and have impact to functions across multiple lines of businesses.
Project work typically has a substantial impact on the corporation/LOB and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement or other priorities as defined by management.
Ad hoc requests in addition to scheduled activities are likely.
Key Responsibilities:
* Elicits requirements from all functional areas; facilitates discussions cross-functionally; documents in a clear fashion
* Ability to achieve consensus on completed analysis or requirements; capable of managing changing requirements
* Works with technology as the business representative; conveys business information appropriately and concisely
* Recommends controls by identifying problems; writing improved procedures
* Designs new processes by analyzing requirements; constructing process flow charts and diagrams; studying system capabilities; writing specifications
* Provides references for users by writing and maintaining user documentation; providing help desk support; training users
* Can build effective relationships across the organization
* Direct activities, monitor details, and set priorities.
* Project activity and schedule may require weekend work from time-to-time.
* Lead status meetings at the operational and project level.
* Develop agendas and presentation decks for status meetings
* Specific project activity may include:
+ Documenting current and future state operating models
+ Documenting requirements
+ Developing and delivering client and/or internal communications
+ Researching and clarifying business requirements so technology can deliver appropriate technical solutions.
+ Planning and coordinating UAT and regression testing for key applications
+ Metrics reporting and status tracking
* Perform business analyst responsibilities to include:
+ Requirements analysis and gathering
+ Use case creation and modeling
+ UAT test execution
+ Serve as a business application owner/SME for trading products/systems
Qualifications
* Key Knowledge Areas/Skills:
+ 7+ years experience; preferably in the financial or investments industry
+ Strong interpersonal and communication skills
+ Previous management experience
+ Strong Microsoft Excel, Word, PowerPoint, Visio, SharePoint, and Project skills
+ Must be highly disciplined, a self-starter, and have the ability to execute on assignments independ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:11
-
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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: Melbourne, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:10
-
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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: Madison, US-WI
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:09
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Evergreen, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:08
-
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
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:07
-
Agency Securities Finance ("ASF") is a global business within Securities Services, a division in the Corporate and Investment Bank ("CIB") of J.P.
Morgan Chase.
The ASF business is seeking an experienced Relationship Manager based in New York.
You are ultimately responsible for the client experience and all commercial aspects and decisions around your key clients' discretionary lending programs including business development, relationship management, revenue optimization, and performance attribution.
You will represent JPMorgan Agency Securities Finance at the Client and represent the Client within JPMorgan to ensure that the business is well aligned to deliver on the Client's current and strategic securities lending agenda.
The Agency Securities Finance Relationship Manager is responsible for the client experience and all commercial aspects and decisions around their key clients' discretionary lending programs.
This includes business development, relationship management, revenue optimization, and performance attribution.
The Relationship Manager represents JPMorgan Agency Securities Finance at the Client and represents the Client within JPMorgan to ensure alignment with the Client's securities lending agenda.
Job responsibilities:
* Develop and execute an annual strategy plan (updated periodically) with focus on retention, strengthening existing relationships, and revenue optimization.
* Responsible for organic growth in the form of additional mandates and general client wallet expansion.
* Understand all contractual obligations for assigned clients and ensure the program is operating within those parameters.
* Partner with global ASF trading and investment desks on revenue optimization opportunities and present them to clients as applicable.
* Ensure consistent messaging, planning, and penetration strategies between ASF and Platform Sales.
* Serve as client advocate across trading, operations, client service, risk, credit, technology, and product
* When issues occur, take responsibility for escalation, messaging to the client, and identifying a timely and effective resolution.
Required qualifications, capabilities, and skills:
* Proven success developing and managing client relationships.
* Experience in the Agency Securities Finance industry.
* Ability to think strategically and build persuasive arguments to drive business results.
* Exceptional communication and presentation skills, particularly to a senior audience.
* Strong interpersonal skills with the ability to collaborate with internal product partners across regions.
* Strong understanding of regulatory, tax, and market events and identify implications to the lending program.
* Fully understand the ASF value proposition and communicate it effectively to clients and internal stakeholders.
Preferred qualifications, capabilities, and skills:
* Ability to multi-task and prioritize across client coverage and i...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:07
-
Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Home Lending Assistant, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers.
You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers.
Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results.
Job responsibilities
* You will use your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
* You will discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
* You will proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
* You will manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
* You will act as liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
* You will coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
* You will establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* A minimum of four years' work experience in mortgage loan processing
* Intermediate computer skills (familiar with MS Office products or similar software)
* Excellent customer service skills
* Excellen...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:06
-
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...
....Read more...
Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:05
-
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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: Green Valley, US-AZ
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:04
-
Join J.P.
Morgan Wealth Management as the Chief Risk Officer, a pivotal role for a seasoned executive to lead and enhance the risk management framework for our U.S.
Wealth Management division.
This business unit integrates Chase Wealth Management, J.P.
Morgan Advisors, National Branch, and Online Investing, collectively overseeing $1 trillion in assets.
You will be part of a team of 5,800 advisors across 4,800 branches, driving strategic initiatives and ensuring robust risk oversight.
This is an opportunity to make a significant impact in a leading financial institution.
Job summary:
As a Managing Director in the U.S.
Wealth Management Risk Team, you will spearhead a team dedicated to safeguarding our business.
You will develop and implement strategic risk management initiatives that align with our corporate goals.
Your role will involve providing comprehensive risk assessments for new business initiatives and digital product offerings.
You will act as the primary liaison with regulatory bodies, representing the risk management perspective across all facets of our business.
Join us to guide strategic decisions with a holistic view of enterprise risk.
Job responsibilities:
* Spearhead a team of risk professionals dedicated to safeguarding the U.S.
Wealth Management business.
* Develop and implement strategic risk management initiatives.
* Ensure robust oversight of fiduciary controls, sales practices, and credit risk; including vigilant monitoring of key metrics.
* Provide comprehensive risk assessments for new business initiatives and digital product offerings, ensuring proactive threat identification and mitigation.
* Co-chair the U.S.
Wealth Management Risk Committee alongside the CEO, ensuring effective governance structures and risk coverage.
* Facilitate collaboration with cross-functional risk teams.
* Act as the primary liaison with regulatory bodies, representing the risk management perspective across all facets of the U.S.
Wealth Management business.
* Offer insightful risk management counsel to senior leadership, guiding strategic decisions with a holistic view of enterprise risk..
Required qualifications, capabilities, and skills:
* Minimum of 15 years in the banking industry, with current experience at the Managing Director level or equivalent.
* Proven track record in risk, compliance, or audit within a major financial services firm, with a focus on wealth management.
* Exceptional interpersonal skills with a history of building collaborative relationships.
* Strong executive presence and communication prowess capable of engaging diverse audiences, including business leaders and regulators.
* Possess a demonstrated ability to thrive in a fast-paced, results-oriented environment, adept at managing shifting priorities
* Self-driven with a high degree of initiative and accountability.
* Skilled in attracting, developing, and retaining diverse talent, foste...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:03
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Lantana, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:03
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
* Bilingual Cantonese and English Required
Preferred qualifications, capabilities, and skills...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-17 08:52:02
