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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: Edison, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:21
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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'll 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 Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:21
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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: 2025-07-03 08:45:20
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Lead in crafting compostable design elements and advancing UI design standards for the employee experience design system.
As an Experience Design Senior Associate in Employee Experience Team you will play a pivotal role in shaping the firm-wide employee experience design system.
Collaborating with cross-functional teams, create innovative, inclusive, and accessible solutions that cater to a diverse range of users.
Your impact will be significant in how the employee experience design system supports our product teams and employees.
Job responsibilities
* Design and develop elegant solutions to specific interaction problems and ensure consistency across multiple products and platforms while adhering to industry best practices
* Apply advanced knowledge of information architecture and storyboarding to create user-centric designs that enhance navigation, findability, and overall user satisfaction
* Conduct data-driven analyses to inform design decisions and use data to transform raw information into valuable insights to inform decision-making
* Collaborate with cross-functional teams to incorporate inclusive design principles and accessibility guidelines to ensure our products and services cater to a diverse range of users
* Operate with an iterative design mindset and incorporate user feedback and insights to continuously improve the overall user experience of our offerings
* Assist in the analysis of market trends, user research studies, and user behavior analyses to inform design decisions and contribute to the team's strategic thinking
Required qualifications, capabilities, and skills
* 3+ years in a user experience design or equivalent role dedicated to improving experiences with digital products and services
* Experience working with design systems and compostable design.
* Proven ability to create visually appealing and functional designs using industry-standard tools (e.g., Figma, Sketch, or Adobe Creative Suite)
* Demonstrated experience in designing and optimizing user experiences across multiple platforms, including web, mobile, and other digital channels
* Previous experience interpreting complex data and transforming it into actionable insights for informed decision-making
* Proficient understanding of inclusive design principles, accessibility guidelines, and assistive technologies, with a history of creating accessible and inclusive digital experiences
Preferred qualifications, capabilities, and skills
* Advanced Figma skills
* Experience with front-end development
* Experience documenting standards
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 s...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:19
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Join the Commercial and Investment Bank Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience.
As a Payment Sales Manager (PSM) within the Diversified Industries segment in Payments Corporate Sales, you will be responsible for developing new business from clients within a specific segment.
You will be expected to sell products with value to the Firm as well as build a strong pipeline.
In order to achieve the sales goal, each PSM is expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage teams.
You will also be required to collaborate with Client Service, Implementations, Operations, Technology, Risk, Credit, and Legal in order to optimize delivery.
You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally.
Job responsibilities:
* Deepen and grow existing client relationships within Diversified Industries segment
* Develop new profitable business from existing and prospective clients domestically and cross-regionally with global partners.
* Engage JPMorgan Payments Solutions, Bankers, and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-driven framework.
* Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions.
* Understand clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Payments via appropriate solutions; traditional Treasury Services, Merchant Services, Trade & Working Capital, and Commercial Card.
* Understand the competition's capabilities and gaps and how to position JP Morgan Payments.
* Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market, and industry developments.
* Manage proposal writing and the entire sales process including both competitive RFIs/RFPs.
* Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk.
* Work closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business; partner with Sales Success Office, Client Service, and Implementations to retain, grow, and enhance existing client relationships.
Required qualifications, capabilities, and skills
* 10+ years of cash management, sales, and relationship manageme...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:19
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JOB DESCRIPTION
THE TERRITORY FOR THIS TRAVEL POSITION WILL INCLUDE TEXAS, OKLAHOMA AND NEW MEXICO.
Perform loss control surveys for commercial and agribusiness risks.
Administrative duties consist of travel planning, completing survey reports, risk recommendations, and survey report submission to Underwriting for risk analysis.
Assist Loss Control Manager or AVP with special projects and research, and assume lead role among Loss Control Representatives as needed.
Additional duties include conducting safety meetings and training.
ESSENTIAL FUNCTIONS:
* Conduct on-site loss control inspections of prospective and current customers to determine degree of risk.
* Complete loss control inspection reports and develop effective safety and loss prevention programs.
* Conduct safety meetings and training.
* Administration including travel planning, report submission, risk recommendations, research and special projects.
KNOWLEDGE, SKILLS AND ABILITIES:
Safety and/or Risk Management designations preferred
MS Word, Excel, PowerPoint
Familiarity with NFPA guidelines
Knowledge of construction basics
QUALIFICATIONS
BA
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: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:18
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JOB DESCRIPTION
Summary: The Producer Onboarding Analyst will assist in the development and execution of a seamless onboarding experience for new agency partners and producer code enrollment changes for various CISA tiers.
This position will also focus on policy level transfers to assist with broker consolidations, producer management system updates, and responsibilities as part of the Producer Services team.
The ideal candidate is detail-oriented, can manage their workload in a fast pasted environment, and possesses excellent communication skills.
Key Responsibilities:
* Onboard new producers and update information for new agents in internal systems.
* Prepare and maintain records pertaining to newly onboarded and prospective agents.
* Prepare and send termination letters for agents.
* Provide backup support for termination letters for all existing producers.
* Utilize the following systems according to established workflows for multiple internal systems
* Respond to questions and requests from external agency partners/prospective new agents and obtain appropriate approval for all changes.
* Assist with the collection of necessary documentation (ie.
new agent background checks and license verification) and reporting needs to assist with internal and external audits.
* Monitor and respond to questions that come in via the Enrollments mailbox and ensure timely responses and/or refer issues to management as outlined in training.
* Process policy level transfers following established workflows.
* Triage applicable shared mailboxes to ensure all accurate and timely routing of requests.
* Work on special projects as requested such as, excel reports, trend analysis, partnership with other groups
* Provide backup coverage for assigned team members during periods of high volume and/or absences to assist with excessive workloads and rush requests.
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 char...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:17
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JOB DESCRIPTION
Chubb is seeking a Workers' Compensation Lost Time Claim Director for our Central Region, reporting to our Chicago, IL office.
The successful applicant will handle claims in multiple jurisdictions in the Central Region.
Jurisdictions handled in the Central Region include, IL, TX, IN, MI, IA, MO, KS, MN, WI, SD, KY, LA, OK, AR, and NE.
Major Duties and Responsibilities:
* Independently handles all aspects of complex workers' compensation lost time claims from set-up to case closure ensuring strong customer relations are maintained throughout the process.
* Reviews claim and policy information to provide background for investigation.
* Conducts 3-part ongoing investigations, obtaining facts and taking statements as necessary, with insured, claimant and medical providers.
* Evaluates the facts gathered through the investigation to determine compensability of the claim.
* Informs insureds, claimants, and attorneys of claim denials when applicable.
* Prepares reports on investigation, settlements, denials of claims and evaluations of involved parties, etc.
* Timely administration of statutory medical and indemnity benefits throughout the life of the claim.
* Sets reserves within authority limits for medical, indemnity and expenses and recommends reserve changes to Team Leader throughout the life of the claim.
* Reviews the claim status at regular intervals and makes recommendations to Team Leader to discuss problems and remedial actions to resolve them.
* Prepares and submits to Team Leader unusual or possible undesirable exposures when encountered.
* Works with attorneys to manage hearings and litigation
* Controls and directs vendors, nurse case managers, telephonic cases managers and rehabilitation managers on medical management and return to work initiatives.
* Complies with customer service requests including Special Claims Handling procedures, file status notes and claim reviews.
* Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations.
* Refers appropriate claims to subrogation and secures necessary information to ensure that recovery opportunities are maximized.
* Works with in-house Technical Assistants, Special Investigators, Nurse
Consultants, Telephonic Case Managers as well as Team Supervisors to exceed customer's expectations for exceptional claims handling service.
Experience, Education, & Requirements
* Bachelor's Degree preferred.
* 10+ years of workers' compensation experience
* Experience working in a customer-focused, fast-paced, fluid environment
* Experience utilizing strong communication and telephonic skills
* Prior experience demonstrating a high level of organization, follow-up, and accountability
* AIC, ARM, or CPCU completed coursework or designation(s) is a plus but not required
* Conduct reserve analyses to ensure adequacy...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:17
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JOB DESCRIPTION
This is a role focused on technical claim handling for Chubb's Commercial Direct Handle Claims Team.
In this role you will manage complex auto and general liability claims, both litigated and non-litigated, under both primary and excess policies.
This role requires an individual to be accountable for the handling and disposition of significant exposure claims including investigation, coverage determination, reserving, negotiation and settlement or trial strategies.
This position will require some travel, as well as coordinating with and servicing both internal and external business partners.
You will represent the company at meetings with management and business partners, as well as at mediations, arbitrations, settlement conferences and trials.
Responsibilities
* Manage an inventory of claims involving significant severity exposures and coverage issues.
* Conduct, coordinate, and direct investigation into loss facts, damages and risk transfer opportunities.
* Evaluate coverage, liability, and damages to determine the exposure to the insured and the policy.
* Analyze coverage and communicate coverage positions, as warranted, within assigned authority.
* Demonstrate and implement effective defense, resolution and claim strategies.
* Direct and closely monitor assignments to experts and defense counsel subject to established guidelines.
* Provide superior customer service to insureds, agents, and internal business partners.
* Adhere to Best Practices Guidelines.
* Adhere to individual authority grants, all statutory and regulatory requirements, fair claim practices and local compliance requirements, including examiner licensing.
* Travels to conferences, mediations, and trials as necessary.
QUALIFICATIONS
Who
Successful
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, dev...
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Type: Permanent Location: Chesapeake, US-VA
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:16
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JOB DESCRIPTION
The Major Accounts Segment Leader (MSL) role is focused on Chubb's commitment to manage and grow our Major Accounts segment by aligning internal resources to provide exceptional overall service to Chubb key clients and brokers in the Southeast Region, which includes 5 Branches and 7 States.
As a main point of contact for our broker base and well as large customers, and as the driver of opportunities for all applicable product lines, this role demonstrates Chubb's commitment to deploy its global coverage and risk management capabilities to meet the specialized needs of large global customers.
This approach, blending external client engagement with Chubb's vast array of product capability leads to an exciting and fulfilling role as a Major Account Segment Leader.
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: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:15
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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'll 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 Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Telluride, US-CO
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:15
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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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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...
....Read more...
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
-
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
-
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...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:08
-
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
-
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
-
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: East Northport, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:06
-
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
-
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:04
-
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: Long Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:03
-
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...
....Read more...
Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-03 08:45:03
