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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: Mountain View, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:13
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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: Odessa, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:13
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Global Security (GS) is dedicated to safeguarding the firm's employees, customers, and assets globally.
This commitment involves developing security and safety policies and procedures, ensuring compliance with regulations and legislation, and managing security operations worldwide.
These operations encompass ATM, branch, and corporate building security, customer safety, executive protection, pre-employment screening, fraud investigations, and technical security.
GS achieves its mission through the use of technology, exceptional talent, and collaboration with clients.
As a Technical Security Specialist within the Global Security team, you will be responsible for managing and configuring access control, video, and intrusion systems.
You will collaborate with security project managers and the configuration team to implement new projects or upgrades to security systems.
You will also provide guidance and expert knowledge to team members, ensuring all standard operating procedures are followed correctly.
This role offers the opportunity to become proficient in new computer applications and systems introduced by the firm, and to adapt and grow in alignment with evolving business needs.
Job responsibilities:
* Manage and configure access control, video, and intrusion systems as directed by management.
* Collaborate with security project managers and the configuration team to implement new projects or upgrades to security systems.
* Document and maintain system configurations, ensuring all changes are accurately tracked and implemented.
* Support calls to the Phoenix Operation Center configuration and support queue by resolving, triaging, or escalating as necessary.
* Diagnose and resolve technical issues related to hardware, software, and networking, taking ownership of incidents and providing proactive solutions for resolution.
* Monitor the health of access control, video, and intrusion systems, escalating service calls to the appropriate vendor or internal teams.
* Analyze data and reports to identify trends and issues, offering constructive recommendations and conducting weekly/monthly tasks/audits in a timely manner.
* Validate preventative maintenance and service jobs and create comprehensive reports and documentation related to configurations and system changes.
* Provide guidance and expert knowledge to team members as directed by management.
Set high standards in incident management, communication, and investigatory skills and communicate technical information to both technical and non-technical stakeholders.
* Become proficient in new computer applications and systems introduced by the firm through training.
* Ensure all standard operating procedures (SOP) are followed correctly, and any changes are implemented efficiently, with the ability to adapt and grow in alignment with evolving business needs.
Required qualifications, capabilities, and skills:
* Demonstrated capacity for ...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:12
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As an Executive Director in JPMorgan's Corporate & Private Side Interest Rate Sales team, you will be responsible for key corporate and infrastructure fund client relationships, including day-to-day execution of all rates products.
You will need to be fluent in corporate finance drivers of interest rate risk as well as the mechanics and technical details of these products to effectively to work with the strategic and financial sponsors of physical and digital infrastructure projects.
In addition, you will bring a collaborative approach working with our partners in Trading, Research, Banking, Legal, Credit and colleagues across Corporate Derivatives Marketing (CDM) including Rates, FX, Commodities and Equity Derivatives sales to provide comprehensive coverage across the platform.
Job Responsibilities
* Model, structure, and market interest rate products to project sponsors
* Price and execute live interest rate swaps, options and cross-currency swaps
* Originate and lead negotiation of interest rate hedging opportunities, develop new hedging strategies often presenting to senior management of our clients
* Collaborate on analytical work and client presentation materials
* Work in partnership with existing interest rate, foreign exchange, equity derivative and commodities teams to navigate broader markets relationship and opportunities
* Global partnership with banking, trading, credit, structuring and other internal partners in executing strategies
* Support activities of colleagues, particularly junior team members, as part of a dynamic and collaborative team environment
Required qualifications, capabilities, and skills
* 10+ years of experience in Rates or Foreign Exchange sales
* 5+ years of experience working specifically with corporate clients or sponsors, ideally with experience working on project finance related hedging
* Strong knowledge of Global Markets including FX, fixed income and corporate debt markets
* Candidates must display a high degree of ethics and integrity
* Prior experience working collaboratively under pressure in a team-based environment
* Proficiency in Derivative Pricing, Bloomberg, Microsoft Excel, Word and PowerPoint
Preferred qualifications, capabilities and skills
* Derivatives and/or financing structuring experience
* Knowledge of hedge accounting concepts
* Corporate Finance
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, experie...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:12
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As a Client Care Specialist you will be responsible for guiding the customer throughout the loan process, which may include requesting any additional documentation, following up on the conditions needed and answering any customer questions along the way.
The Client Care Specialist is responsible for effectively communicating the terms and conditions of the loan approval, which may include, but is not limited to, the loan program, terms, conditions and fees.
In this role you will carry a pipeline of government (FHA/VA), conventional, and purchase loans beginning with the initial conditional approval through the final underwriting approval.
You will contact the customer after the loan has been conditionally approved, upon final approval, and with follow up calls in between.
The discussions may involve, but are not limited to, the discussion of structure of the conditional approval, the review and request for outstanding conditions or documentation, as well as discussing next steps in the process.
Client Care Specialist III Responsibilities
* Own the customer experience for Chase-to-Chase refinances and outside lender refinances
* Establish yourself as the trusted and strategic team member to drive continued value for the customer
* Educate and nurture customers through proactive outreach, including delivery of follow- up's and status updates during the loan process
* Focus on day-to-day production
* Learn industry best practices, and identify how the solution can be leveraged to implement these practices to drive successful customer results
* Work with customers to identify success stories and areas of opportunity to promote process improvement across the industry
* Act as an escalation point and expedite resolution for our customers and internal business partners
* Provide exceptional service to customers, as well as our internal and external partners
* Work in collaboration with Sales, Underwriting, Support, Operations and all internal/external business partners to ensure the delivery of a seamless customer experience
* Act as the champion for the customer; be a true advocate for the customer and work cross-departmentally with internal groups at all levels, including Senior Management to triage, and resolve customer issues
* Understand Chase strategy and communicate valued outcomes to team members and partners
* Own the customer experience for purchase customers and ensure we meet 100% of contract closing dates
* Be a subject matter expert with a proven ability to handle mortgage transactions with condo and coop property types
* Own counteroffer decisions and suspended loan decisions while finding pricing and program alternatives for our customers
* Take ownership of support functions within the process in an effort to move loans forward.
These functions include but are not limited to: VVOE, WVOE, payoff processing, HOI, Flood, title review, and credit supplement proc...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:11
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If you are passionate about client experience and goals driven planning, then our team is the right place for you.
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
Job responsibilities
* Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that ou...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:10
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Product Services Manager to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
Job Summary
* Provide support to the Policy Filings Department by assisting with the development and filing of new insurance products and maintaining compliance for our existing product portfolio.
* Assist Sales and Marketing by providing advice and input on product configuration in order to gain product regulatory approval and minimize compliance and financial risk to the company.
* Monitor regulatory developments and implement product changes necessary to maintain product compliance for Combined's existing core products portfolio.
Responsibilities
* With the assistance of Legal, Actuarial, Product Development and Marketing, draft and file new products, product amendments and regulatory changes.
* Analyze state insurance department regulations, rate, rule and form circulars/bulletins in order to determine and implement appropriate changes on behalf of Combined.
* Develop and distribute regulatory communications to other business departments advising them of compliance changes.
* Ensure that all products maintain compliance with all regulatory requirements.
* Provide technical assistance and support to other Combined departments in order to maintain product compliance.
* Timely product filings in SERFF to state insurance departments.
* Interact with Department of Insurance personnel and other regulators to facilitate approval of Combined's products and resolve regulatory issues.
* Maintain form management and document control in accordance with department procedures to track history with respect to product filings.
* Ensure an effective level of collaboration and communication with Actuarial, Product Development, Legal, Claims, the Business Units, other department analysts, and any other stakeholders to secure the information necessary to complete a filing or respond to insurance department objections and inquiries concerning SERFF filings.
* Respond to requests for information relating to group and individual life and health product compliance requirements (including employer and non-employer groups).
* Research statutory and regulatory requirements and create research charts (with product analysts and/or Counsel, as appropriate, prior to release of the information).
* Research products for competitor information and assist with the developing of new products/ programs and coverage endorsements.
* Assist other Combined Departments, as needed, in the implementation of new products.
* Communicate state specific updates and filing status with internal business partners.
* Develop inter-office memos to company personnel detailing highlights of approved rate/rule and for...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:10
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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: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:09
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JOB DESCRIPTION
Why Chubb?
At Chubb, our mission is to provide superior insurance solutions that foster resilience and security for our clients.
We strive to be the preferred choice for individuals and businesses seeking comprehensive coverage and unmatched service.
Join Chubb for a rewarding career where our core values-excellence, integrity, and respect-guide every decision we make.
Be a part of a dynamic team that is dedicated to protecting what matters most and making a positive difference in the lives of our clients and communities.
Together, let's shape a safer, more secure world.
Locations: We are seeking candidates in Phoenix, AZ/ Chesapeake, VA/ O'Fallon, MO
Overview: To deliver superior customer service through phone and online interactions with agents and customers.
This role requires excellent communication skills, emotional intelligence, attention to detail, and proficiency in using computers for processing.
Key Responsibilities:
* Handle inbound Calls: Answer incoming calls and providing exceptional engagement, support and advocacy for our customers and agents when reporting a new claim or seeking information on existing claims.
* Process digital requests: Assist customers with electronic request processing, including but not limited to first notice of loss, inquiries, and policy research.
* Document interactions: Gathers data and pertinent information related to the customer or agent's loss and completing a first notice of loss record.
This process is completed via phone, email and/or chat and for property, auto, casualty and other lines of insurance.
* Provide product support: Offers services that include towing, rental car, temporary housing, coverage verification and policy detail.
* Working autonomously: Maintains a high level of training and competency in policy, procedure, and systems in a rapidly changing environment.
* Customer Centric: Advocates on the part of the customer and agent to continuously enhance the Claims experience through improvement ideas in our processes, escalating concerns and recognizing opportunities to improve the customer experience.
* Catastrophe Awareness: Flexibility during weather or other events that may require overtime or overnight support.
* Development: If you do not already have one, you may be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure
QUALIFICATIONS
Experience
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 C...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:08
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Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities.
You have found the right team.
As a Reference Data Associate within the Party Reference Data Operations team, you will be responsible for overseeing daily production processes and managing a strategic project portfolio.
You will have the opportunity to enhance process performance and efficiency while interfacing with key stakeholders across various teams.
You will contribute in promoting operational excellence and strategic program management in our global data operations.
Job responsibilities
* Oversee daily production processes and strategic program projects
* Measure process performance and implement efficiency improvements
* Interface effectively with stakeholders in Middle Office, Transition Team, and Know your Customer (KYC)
* Provide subject matter expertise in party reference data and data quality management
* Achieve process excellence through measurement and continuous improvement
* Ensure transparency through metrics on data quality, remediation, and productivity
* Coach and develop analysts to enhance team capabilities
Required qualifications, skills, and capabilities
* 8+ years of experience leading global operations teams
* Expertise in data management, process improvement, and project management
* Proficiency in party reference data, client onboarding, and KYC processes
* Ability to motivate teams, analyze data, improve processes, and communicate complex concepts effectively
This position is not eligible for H-1B Visa or sponsorship
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse tale...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:08
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JOB DESCRIPTION
The North America Data Analytics team at Chubb is seeking an analytics application engineer with 4+ years of industry experience to join our fast-paced, high-energy team.
This team is responsible for building data pipelines and delivering predictive modeling and data science solutions to our business partners that will meet business objectives and move-the-needle to improve upon key performance metrics.
As an analytics application engineer for North America Data Analytics, you will develop solutions to complex business problems which combine industry standard practices with innovation.
This position offers exposure to a wide variety of analytic tools and technologies.
Be ready to meet data challenges head-on as you develop and refine data processes to marry data from multiple structured and unstructured data sources which ultimately feed into the creation, evaluation, implementation, and maintenance of predictive models.
In this role you will:
* Collaborate with business partners and peers within the organization to understand and scope the problem, gather business requirements, and facilitate the data integration process.
* Help guide the development and maintenance of an integrated data platform.
* Create and maintain automated and semi-automated data pipelines within on-prem servers as well as in cloud (Azure).
* Play an active role in model monitoring automation.
* Create excellent working relationships with business partners across the Chubb organization, IT and Analytics peer groups.
* Effectively communicate with key stakeholders in written, oral and presentation formats.
QUALIFICATIONS
Location:
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 di...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:07
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Are you seeking to join a team where you can have the opportunity to thrive and grow? You have found the right team that gives opportunities to develop and grow in many facets including leadership, innovation, and technology.
As a Reference Data Associate within the Party Reference Data Operations Team, you will be responsible for overseeing daily production processes and managing a strategic project portfolio.
You will have the opportunity to enhance process performance and efficiency while interfacing with key stakeholders across various teams.
You will contribute in promoting operational excellence and strategic program management in our global data operations.
Job responsibilities
* Oversee daily production processes and strategic program projects
* Measure process performance and implement efficiency improvements
* Interface effectively with stakeholders in Middle Office, Transition Team, and Know Your Customer (KYC)
* Provide subject matter expertise in party reference data and data quality management
* Achieve process excellence through measurement and continuous improvement
* Ensure transparency through metrics on data quality, remediation, and productivity
* Coach and develop analysts to enhance team capabilities
Required qualifications, skills, and capabilities
* 8+ years of experience leading global operations teams
* Expertise in data management, process improvement, and project management.
* Proficiency in party reference data, client onboarding, and KYC processes
* Ability to motivate teams, analyze data, improve processes, and communicate complex concepts effectively
This position is not eligible for H-1B Visa or sponsorship
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our stren...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:06
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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: East Northport, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:06
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorganChase within the Consumer & Community Banking Machine Learning, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Drive innovation in machine learning solutions, ensuring scalability, flexibility, and future-proof architecture
* Act as a thought leader and trusted advisor to executive leadership, providing strategic recommendations on machine learning initiatives and solutions
* Architect and oversee the development of next-generation machine learning models and systems leveraging cutting-edge technologies
* Ensure the platform supports complex use cases, including real-time predictions, big data processing, and advanced analytics
* Promote software and model quality, integrity, and security across the organization
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Proven track record of building and scaling software and or machine learning platforms in high-growth or enterprise environments
* 10 plus years of hands-on experience and expertise in software development frameworks and tools such as Java, Python and JavaScript
* Deep understanding of distributed systems, cloud-native architectures, and modern machine learning technologies
* Experience in cloud platforms such as AWS, GCP, or Azure
* Knowledgeable in machine learning frameworks, ML Ops tools and practices
* Strong proficiency in engineering programming languages (e.g., Python, Java) and infrastructure as code (e.g., Terraform, CloudFormation)
* Proficient in building AI Agents(e.g., LangChain, LangGraph, AutoGen), integration of tools (e.g., API) and RAG based...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:05
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We are seeking a highly skilled and experienced Associate or Vice President to join our M&A Transaction Execution Group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Position Summary:
As an Associate/Vice President of the Transaction Execution Group in the Mergers and Acquisitions ("M&A") team, you will work directly with deal teams across various industries.
Your role will involve assisting with engagement letters and other legal documentation, being aware of internal and external nuances, and maintaining dialogue with external law firms.
You will also play a crucial role in preparing legal forms and documentation for M&A transactions, and ensuring consistency in approach across internal teams.
This role provides an opportunity to develop relationships with senior M&A members, internal legal teams, and outside law firms, and to stay informed about trends and movement in terms.
Job Responsibilities:
* Initial preparation of standard M&A legal forms and documentation, including engagement letters, league table credit letters, relationship disclosure letters, accountant allocation letters, fairness opinion letters, proxy inserts, in conjunction with Legal and respective deal teams
* Support the M&A deal team in preparing fee proposals for new client mandates
* Create and review NDAs
* Inform and maintain data set of key terms for M&A deals
* Develop relationship with senior M&A members, internal legal and outside law firms
* Update all internal parties on documentation trends and movement in terms
Required qualifications, capabilities and skills:
* Experience at a top tier law firm or financial institution legal / financial practice as a paralegal or other similar role
* Basic comfort with Microsoft suite of applications
* Ability to run multiple processes while maintaining keen attention to detail
* Proactive self-starter
* Superb organization and communication skills
* Strong work ethic and availability when needed
Preferred qualifications, capabilities and skills:
* Prior experience working with J.P.
Morgan and having an understanding of its forms, precedents and procedures would be helpful
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:04
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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: Long Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:03
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JOB DESCRIPTION
As a Product Analyst/Business Solution Analyst with our Digital Commercial Insurance Small and Lower Middle Market (SLM) domain, you will have the opportunity to form a powerful partnership with senior leadership in both business and operations, influencing influence business strategy by designing effective operating models and comprehensive solution architectures that drive success.
Your collaboration with IT will be key to ensuring that our applications and infrastructure are perfectly aligned with our operational goals and process improvements.
Reporting directly to our Domain/Sub-Domain Lead, you'll have the chance to work directly with a leader responsible for overseeing a specific area of our business, ensuring that all strategies and operations within that domain are aligned with the broader company objectives.
Joining our team in this role places you at the heart of innovation and strategic development, making a tangible impact on the company's future.
In this role, you will:
* Lead the elicitation and documentation of business requirements, creating user stories for prioritized projects with a focus on Property/GL premium analysis leveraging a pricing model
* Collaborate with the Package Product leadership and squad Product Owner to refine user stories prioritized by Product Owners (POs), ensuring a clear understanding of business objectives and outcomes
* Establish and maintain collaborative relationships with cross-functional teams, including Underwriting, Operations, Technology, Marketing, Regulatory and Compliance and other key business functions
* Identify and help architect business capabilities across People, Process, Partners, and Technology, leveraging Agile principles to enhance organizational effectiveness
* Support the Product Owner within an Agile framework, managing Epics, Features, and User Stories that translate business requirements into actionable IT deliverables and that are aligned to business outcomes
* Strategically design, sequence, and execute business projects that advance the business strategy, ensuring the architecture remains focused on delivering value
* Collaborate with business teams to develop practical solutions from project concepts, ensuring alignment with IT capabilities for successful outcomes
* Build strong relationships with senior business, IT, and operations leadership to collaboratively drive execution of the business strategy and develop investment proposals
* Guide IT analysts and business subject matter experts on project initiatives, providing oversight to ensure alignment with business objectives
QUALIFICATIONS
* Comprehensive
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...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:03
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* 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
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:02
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Woodbury, US-MN
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:01
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Description
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 Community Private Client Advisor in J.P.
Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families.
You have a passion for uplifting the community where the community branch is located.
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
• Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager.
Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex.
Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement)
• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion
• 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 by demonstrating 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 Insuranc...
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Type: Permanent Location: Mattapan, US-MA
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:00
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At J.P.
Morgan Wealth Management, we are committed to supporting clients throughout their wealth journey.
This includes working to understand and adapt to our client's evolving needs and complexities with precision and care.
It is our objective is for clients to have access to the best advice and service that J.P.
Morgan offers, across each of our market channels.
As a Vice President, Advisor Productivity Tools within J.P.
Morgan Wealth Management, you will be responsible for promoting and executing key strategic initiatives to help the U.S.
Wealth Management achieve its priorities.
You will develop strategies to enhance advisor productivity and efficiency by improving existing tools such as CRM and planning.
You will serve as the point of contact to the field, understanding advisor and manager needs, and representing the voice of the advisor.
Job responsibilities
* Lead the strategy and implementation of key strategic initiatives for U.S.
Wealth Management
* Serve as point of contact to the field to have a strong understanding of advisor and manager needs and represent the voice of the advisor
* Partner regularly with subject matter experts in product, marketing, communications, business development, finance, and field leadership team to refine cross-functional approach
* Partner with product teams to prioritize roadmaps, support rollout and adoption of new functionality
* Manage projects end to end, from the planning and ideation stage all the way through execution
* Develop and enhance Advisor resources for roll-out of new technology products and enhancements
* Build out useful advisor content and best practices for client outreach, business development, goals-based advice, and relationship management in partnership with stakeholders
* Provide visibility with senior management on progress and milestones
Required qualifications, capabilities, and skills
* 7+ years of experience in financial services, self-starter and strategic thinker
* Able to work directly with field managers and Advisors to arrange, organize, and troubleshoot solutions on important Advisor programs
* Organized and able to balance and deliver on multiple priorities; has a strong attention to detail, demonstrated project management experience and exercises a controls mindset
* Demonstrates intellectual curiosity and honesty - seek out the truth and ground decisions in the facts; genuinely interested in leaving each project in a better place than it is today
* Thinks analytically and stays grounded in data to understand and analyze complex business processes
* Strong oral and written communication skills to influence at all levels; capable of concision and brevity
* Intermediate Microsoft PowerPoint, Word, and Excel skills are required
* Self-motivated with strong sense of responsibility and initiative
Chase is a leading financial services firm, helping nearly half of America's households and...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:00
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-03 08:44:59
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Rockville Centre, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:44:59
-
Bring your data management and analytics expertise to drive strategic banking initiatives to enhance community impact and achieve top CRA ratings with JPMorgan Chase.
Join us in making a meaningful impact on underserved communities through analytics, data management and strategic banking initiatives.This role offers a unique opportunity to influence and shape the way we serve low- and moderate-income communities, ensuring that our efforts align with our commitment to social responsibility.
As a Community Reinvestment Act Analytics Vice President on the Community Reinvestment and Community Partnerships (CRCP) team, you will drive decision-making through data analytics and industry research to enhance Community Reinvestment Act (CRA) performance.
Using quantitative data and industry information, you will partner with CRCP management and various lines of business to communicate data-driven insights and shape strategic initiatives while ensuring regulatory compliance.
Job Responsibilities
* Perform data analytics and storytelling by sourcing both internal and external data to identify trends, performance gaps and opportunities
* Conduct assessments of market opportunities and industry trends, providing insights into JPMC's current performance and areas for improvement
* Evaluate JPMC's performance at both line of business and market levels, partnering with leaders and cross-functional teams to drive performance improvements where needed
* Ensure preparedness for CRA examinations by federal regulators, focusing on data integrity and performance reporting
* Support the firm's preparation for and strategic navigation of any new rules or guidelines related to CRA
* Develop and implement communication strategies and materials to effectively engage executive leaders, conveying the contributions of various lines of business toward the firm's CRA performance
Required Qualifications, Capabilities and Skills
* Strong data analysis and problem-solving skills
* Proficiency with Excel, Tableau and/or Alteryx
* 10 years of experience in banking strategy, analytics, finance or project execution roles
* 4-year college degree required
Preferred Qualifications, Capabilities and Skills
* Experience with CRA, Fair Lending or other regulatory/compliance fields
* Ability to navigate and interpret external data sets such as demographics and industry data
* Proficiency with data visualization tools such as PowerPoint or Visio
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 to...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-03 08:44:58
-
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: Palatine, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-03 08:44:57
