-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Arlington, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:30
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Spring, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:29
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Colleyville, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:28
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Tyler, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:27
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Garland, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:26
-
Become an integral part of Community & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Community & Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities and skills
* At least five years of administrative experience
* Advanced ability to organize and time management with business needs
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office (Outlook, Power Point, Teams, Excel)
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
* Manage in a matrix environment with competing priorities and deliverables
Preferred qualifications, capabilities and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
* Project Management skills is plus
* Business acumen with managing in a scorecard environment
* Experience in Retail or related industry a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
Chase is ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:25
-
Fully supporting our customers' success requires a commitment to support the community's success.
The Community Manager role within the Community and Business Development organization will report to the Divisional Community & Business Development Manager in one of our five Consumer Banking Divisions.
This role will play a crucial role in supporting our commitment to our customers' success and the success of the community.
The broader team's focus is to grow One Chase business opportunities within underserved communities and across diverse segments.
The team will also create integrated, actionable financial health roadmaps to help our communities thrive.
As a Vice President - Community Manager in Consumer Bank, you will work in the field, develop a community outreach and engagement program, and collaborate with various teams within Chase to ensure your local community benefits from the full suite of resources we have to offer.
You will be responsible for growing One Chase business opportunities within underserved communities and diverse segments, creating integrated and actionable financial health roadmaps, and building relationships to ensure financial education and product solutions are accessible to all within your assigned community.
Job responsibilities
* Develop a community outreach and engagement program that builds community relationships with proven ability to make business development calls (70% external, 30% internal)
* Leverage national community playbook (i.e., activation plan) to engage the community in a meaningful way, and complimenting the curriculum with local programing and events to host in branches
* Build and manage the community engagement calendar, facilitate (and/or co-facilitate) regular financial health workshops, Chase Chats and community events in the branch
* Own execution of the events end to end from event outreach, in-branch awareness, customer and community enrollment
* Report results based on event surveys to inform national community teams on opportunities for improvement
* Partner with Branch Managers, Bankers and OneChase Partners on customer engagement, referrals from events and adoption of financial product solutions, and with Global Philanthropy to ensure a collaborative approach to events
* Act as a Culture Carrier and steward of inclusion in the branches by supporting employee development and BRG partnership
Required qualifications, capabilities, and skills
* Proven leadership experience with ability to influence across the firm and in the community
* Heavily organized and with strong event coordination and project management skills
* Ability to build strong relationships with clients, peers, partners and contacts
* Executive presence with strong presentation skills in small and large / public group settings
* Self-starter with a proactive approach, strong time management and prioritization skills and a passionate, authentic, and bold team ...
....Read more...
Type: Permanent Location: Bolingbrook, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:25
-
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: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:24
-
JPMorgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Commercial Banking, Consumer and Community Banking, Corporate and Investment Banking.
Wealth Management delivers the highest quality advice, service, capabilities and products to high net worth individuals and families in 36 countries around the world.
We deliver highly customized and tailored solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
WM addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit, raising of capital, and specialty wealth advisory services.
Investment Solutions provides WM clients with investment management solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
We are looking for a candidate to learn and grow within a diverse fixed income team.
The individual's primary responsibility will be within the Municipal bond desk.
The candidate should expect a high pace setting with interactions with advisors and clients across the Private Bank and Wealth Management channels.
This role helps build strong market knowledge, with an ability to learn and react quickly.
Additional responsibilities include idea generation through both qualitative and quantitative data analysis as well as assisting with development of trading electronic automation.
In addition to building an expertise in fixed income, the candidate will be given training across asset classes to build a strong foundation in financial markets.
The attributes of the candidate will include:
* BA is required in finance, economics, computer science
* Strong quantitative, data analysis and modeling skills
* Preliminary understanding of financial markets.
The candidate will participate in cross asset dialogue as they gain experience
* Coding skills are a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and pr...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:23
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Greenwood, US-IN
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:22
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:22
-
Research is fast-paced, dynamic, demanding, and intellectually stimulating.
You need to possess strong accounting, finance, quantitative, and business writing/communication skills, as well as modeling and valuation experience.
As an Analyst in Credit Research, you will help to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, macro trends, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes, and sector pieces.
Job Responsibilities:
* Follow specific sectors and companies
* Provide timely analysis and recommendation on covered companies and sectors
* Effectively communicate thoughts, ideas, and analysis in written and oral form
Required Qualifications, Capabilities, and Skills:
* 1+ years experience in research, investment banking, or another analytical and demanding role
* Strong accounting and finance skills
* Advanced level of proficiency in Excel, financial modeling
* Strong written and oral communication skills
* A passion for the markets and interest in industry-specific coverage
Preferred Qualifications, Capabilities, and Skills:
* Ability to utilize Bloomberg
* Skilled at MS Office Suite (Word and PowerPoint)
* FINRA Series 7 and Series 63
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 talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, c...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:21
-
We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank.
As a Product Manager in Corporate and Investment Bank operations team, you will leverage your AI and leadership expertise to set strategy and lead researchers, engineers, and designers building agentic AI pipelines and orchestrations to automate bank operations and workflows.
The AI team for Corporate and Investment Banking operations is transforming the bank by leveraging the latest advancements in agentic AI and LLMs.This is a high-visibility role, positioned at the intersection of product strategy, AI development, and enterprise-level operational workflows.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Identifies how AI can impact top-line business metrics.
* Translates user and business needs into strategy and actionable requirements,
* Writes and owns Roadmaps and Product Requirements Documents (PRDs),
* Leads a project team of engineers, designers, analysts, and front-office business leads through technical and non-technical decisions all the way to launch.
* Presents, drive alignment, and get buy-in from the company leads.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* 2+ years of experience in a company with strong product management culture
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Experience leading tech teams from Idea to alignment and through execution
* Familiarity with AI model architectures, such as Large Language Models, and methods such as prompting, context engineering, fine-tuning, RAG, MCPs, and agentic frameworks
* Bachelor's degree or equivalent practical experience
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Advanced degree in Computer Science, engineering, or related field.
* Experience defining robust evaluation sets and leading teams through quantitative and qualitative evaluations and iterations to achieve reliable, high-quality delivery.
* Proven track record of delivering and launching...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:20
-
Join our team where you'll play a crucial role in ensuring accurate and efficient trade processing across all asset classes.
Your advanced analytical skills and trade lifecycle expertise will be vital in solving complex problems, making impactful decisions, and ensuring compliance with industry standards.
As a Trade Lifecycle Associate II within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes.
Your expertise in trade lifecycle processes will be crucial in ensuring all trades are processed accurately and efficiently on respective platforms.
You will be expected to apply your advanced analytical skills and broad understanding of the professional field to solve problems, make decisions that impact the department, and ensure compliance with technical standards and policies.
Your role will involve coordinating with various departments, managing cash movements in and out of client accounts, and preparing funding for managed demand deposit accounts.
You will also be responsible for identifying process inefficiencies and implementing improvements, leveraging automation technologies, and managing projects effectively.
Your ability to influence and manage internal stakeholders, coupled with your strong presentation skills and market product knowledge, will be key to your success in this role.
Job responsibilities
* Oversee the preparation and management of funding for managed demand deposit accounts (DDA's), ensuring proper allocation of wires to client/funding accounts within the appropriate threshold.
* Conduct comprehensive reconciliation of ledgers using various systems and tools, identifying and addressing any discrepancies promptly.
* Collaborate with other lines of business to facilitate proper funding, ensuring seamless coordination and communication.
* Validate internal entries for processing and confirming instructions, applying a keen attention to detail and a thorough understanding of trade lifecycle processes.
* Lead and manage projects in partnership with various Operations Departments, leveraging your project management skills to meet goals and deliver results.
* Contribute to end-to-end process and operating model reviews, identifying areas for improvement and implementing effective solutions.
* Ensure proper controls are in place to mitigate financial risks, proactively identifying and addressing any gaps.
* Support strategic projects in partnership with Product, Tech, and Change partners, facilitating seamless change adoption with a key focus on strategic stack adoption.
* Know the front to back Operations process (including the key elements such as confirmations, settlements, regulatory reporting) and facilitate issue resolution across teams.
Required qualifications, capabilities, and skills
* 3+ years of experience in managing trade lifecycle processes, with a focus on cash movements and fundi...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:19
-
Are you curious about equity portfolio management, stock selection and investment strategies? We're looking for energetic, creative talent to join our team of experts to deliver differentiated insights on discretionary equity portfolios for our Private Bank clients.
The Investment Solutions business (a) develops strategic market views; (b) analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; (c) markets investment ideas to advisors and clients.
You'll collaborate with Portfolio Managers, Strategists and Due Diligence professionals to develop an expert understanding of single-stock equity strategies and the underlying stock stories that drive portfolio outcomes.
You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights and identify timely investment opportunities for private bank clients.
Working here means joining a collaborative, supportive team.
We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.
You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills.
Our Team
The Equity Managed Solutions Specialist Team provides comprehensive coverage of our discretionary equity portfolios offered on our platform for Private Bank clients, including single-stock SMAs, Core and Advisory portfolios, and mutual funds (JPM and 3rd party where offered).
With a product-agnostic lens, we partner with each region and channel (in USPB, IPB, and U.S.
Wealth Management) to understand their priorities and to drive and retain assets across managed equity strategies spanning all themes, styles, geographies and sectors.
Job Responsibilities
You'll gain knowledge and insight into the strategies and products our advisors implement.
You'll:
* Work under the guidance of mentors and a supportive team to help you learn and grow
* Come up with innovative ideas to help our business
* Take on assignments that directly impact our clients, helping them achieve their business goals
* Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
* Sharpen your technical skills, and finance and accounting principles
You'll be a member of the Equity Portfolio Specialist team, where you'll work with senior members to identify and deliver an array of equity solutions to support our clients' needs.
The role emphasizes:
* Speaking regularly with Portfolio Managers to gain insight into portfolio positioning, investment theses and decision-making
* Presenting effectively the portfolio's thinking and clearly articulating differences across strategies (style, factor, sector, geography, concentration, risk)
* Sharing unique insights and statistics on portfolios, including performan...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:19
-
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
Job Description
Investment Grade Finance is a product group responsible for debt origination across all sectors of J.P.
Morgan's investment grade client base.
The team syndicates a broad spectrum of transactions, including acquisition financings, liability management exercises, and various other capital-raising executions
As a Capital Markets Analyst within the Investment Grade Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses.
You will be an integral part of our Investment Grade Finance team.
Your work product will be distributed to corporate clients and senior leaders of J.P.
Morgan, and you will have significant exposure to senior members of the Investment Grade Finance, Leveraged Finance, Syndicate, and Sales & Trading teams.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional Investment Grade Finance analyst roles
Job Responsibilities:
* Aggregating and analyzing macroeconomic and capital market data
* Creating summary materials and thematic pieces on market conditions
* Providing support on live transactions
Required Qualifications, Skills and Capabilities:
* Strong communication and interpersonal skills
* High attention to detail and work ethic
* Ability to thrive in a fast-paced and high-energy environment
* Team-oriented attitude
* Intellectual curiosity
* Excellent analytical and quantitative skills
* Current students (Bachelor's or Master's) in their final year of study at a U.S.
based college/university, or experienced individuals, with up to three years of professional work experience
+ Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program
+ Graduation date between June 2023 and June 2026
Preferred Qualifications, Skills and Capabilities:
* Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
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, bas...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:18
-
Bring your expertise to JPMorgan Chase Auto, a leading provider of auto financing with a portfolio of $88 billion in assets and relationships with 75% of U.S.
franchised automotive dealers.
Our business serves auto dealers, consumers and vehicle manufacturers with a range of products and services, including retail lending, captive financing and floorplan products to cash management, private banking and payment processing.
Job Summary
As the Chase Auto - Credit Strategy Officer - Executive Director, you will report directly to the head of the Chase Auto Credit Decisioning Unit responsible for building, managing and overseeing the newly created 1st line credit function for the Auto organization.
You will play a key role in managing credit risk, ensuring sound lending decisions, and maintaining portfolio health.
Additionally, you will assess high-value credit exposures, develop risk management strategies, and shape credit policies to align with the bank's financial goals.
You will utilize your deep analytical expertise, regulatory knowledge, and collaboration with internal teams to balance risk and growth.
This role will also provide support in decision-making for complex transactions, ensuring compliance with industry standards and internal controls.
Job Responsibilities
* Evaluate and approve credit exposures for commercial or consumer lending, ensuring alignment with risk appetite and policies.
* Monitor loan portfolios, identify potential risks, and develop strategies to mitigate them.
* Help shape credit policies, underwriting standards, and risk management frameworks.
* Ensure adherence to banking regulations and internal controls related to credit risk.
* Work with teams across business lines (e.g., risk, underwriting, legal, finance) to balance growth and risk.
* Provide approvals or recommendations for complex and high-value credit transactions.
Required qualifications, capabilities and skills
* A Bachelor's Degree in finance, business administration, or a related field
* Relevant experience in consumer lending, originations, and/or retail credit experience at a complex large-scale financial services business
* Ability to evaluate and manage credit risk effectively and strong judgment in approving or recommending credit transactions
* Knowledge of banking regulations and ensuring adherence
* Demonstrated career of successful program implementations
* Exceptional Analytical & Financial Skills: Advanced quantitative and qualitative finance abilities, leveraging data and feedback to solve complex problems and drive decision-making.
* Strategic Thinking & Execution: Proven ability to identify opportunities for innovation and business improvement, with strong execution skills.
* Leadership & Relationship Building: Exceptional people leadership, relationship development, and negotiation skills, earning trust among internal and external partners.
* Cross-Team Collab...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:17
-
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Lead Credit Officer Vice President in Commercial and Specialized Industries Risk, you will support companies across diversified industries with revenues ranging from $20 million to $500 million.
Clients in each of these sectors are active users of traditional commercial banking services and investment banking products and covered by dedicated bankers dispersed throughout the US.
Job Responsibilities:
* Utilize excellent credit analysis skills to underwrite and structure new transactions and work independently on the assigned credit portfolio.
Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
* Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
* Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving, always acting with a sense of urgency to meet both internal and client deadlines.
* Contribute to the broader objectives of the Risk organization, including developing junior talent and participating in various projects and efficiency exercises
* Partner effectively to develop fulsome client relationships
* Provide leadership in the market by being a positive contributor to the team, including embracing change and participating in various projects or improvement exercises for the benefit of the organization.
* Demonstrate strong communication skills both internally and externally and use those communication skills to effectively solve problems.
Required Qualifications, Skills and Capabilities
* BA/BS/BBA degree is required with some accounting and finance
* Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures
* At least 7 years' experience in commercial banking/lending including extensive credit analysis
* Working knowledge of accounting and finance
* Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills
* Excellent organizational and project management skills; able to manage competing priorities under tight deadlines
* Proven ability to collaborate and build strong partnerships.
*...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:16
-
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: Rio Rancho, US-NM
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:16
-
Job Description
Are you ready to shape the future of client banking and business technology? Join a dynamic team driving innovation and transformation across global markets.
This is your chance to make a real impact by enhancing client experiences and streamlining business processes.
Work alongside talented professionals, leveraging cutting-edge technology and automation.
Be part of a collaborative environment where your ideas and contributions matter.
As a Business Transformation Associate within the Product & Transformation team, you play a pivotal role in supporting business growth and delivering outstanding client and employee experiences.
You will collaborate with colleagues across regions, helping to develop smarter, more efficient processes that make a tangible difference.
Your work will empower teams to deliver exceptional service and drive meaningful change within the organization.
Job Responsibilities
* Execute day-to-day activities related to analysis, project management, and delivery of transformation initiatives.
* Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact
* Conduct quantitative analysis to scope, design, and measure performance of transformation initiatives.
* Collaborate with product and technology development teams across domains, utilizing agile methodology for client journeys and persona planning.
* Support the roadmap for roll-out and adoption of new initiatives and capabilities across clients and employees.
* Develop and deliver content to periodically update executive management, leadership, and stakeholders across lines of business on roadmap, delivery milestones, and change management.
Required Qualifications, Capabilities, and Skills
* 2+ years of experience in financial services, consulting, technology, or a related discipline.
* Strong verbal, written communication, and presentation skills; ability to articulate and tell a compelling story.
* Proven ability to partner with cross-functional teams to achieve results.
* Experience in data analytics and data mining techniques, leveraging insights to drive transformation objectives.
* Ability to support and develop interview campaigns, working sessions, and presentations.
* Demonstrated experience working on transformation initiatives end-to-end, delivering business objectives through process change and digital solutions.
* Knowledge of process re-engineering, end-to-end process mapping, diagnosing business imperatives, and driving change.
* Bachelor's degree in Science, Business Administration, or related field.
Preferred Qualifications, Capabilities, and Skills
* Experience with project management, product development, or transformation initiatives.
* Experience supporting global teams or stakeholders across multiple regions.
JPMorganChase, one of the oldest financial institutions, offers inn...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:15
-
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
Leveraged Finance is a product group responsible for the origination of new issue corporate debt across all sectors of JPMorgan's sub-investment grade client base.
The platform syndicates a broad spectrum of transactions, including sponsor-backed leveraged buyouts, corporate acquisition financings, liability management exercises, restructuring/exit financings, and various other debt executions.
As a Capital Markets Desk Analyst within the Leveraged Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses.
You will be an integral part of our Leveraged Finance team.
Your work product will be relied upon by the most senior members of our business, and gets distributed to corporate clients, financial sponsors and senior leaders of J.P.
Morgan.
We are seeking highly motivated, professional, and collaborative individuals to join our close-knit team.
You will have significant exposure to senior members of the Capital Markets Team, Leveraged Finance Origination, Syndicate, and Credit Sales & Trading.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional leveraged finance analyst and restructuring analyst roles.
Job Responsibilities:
* Aggregating and analyzing high yield and leveraged loan market data
* Creating concise summary materials on market conditions
* Providing support on live transactions and day-to-day activity
Required Qualifications, Skills and Capabilities:
* Strong communication and interpersonal skills
* High attention to detail and work ethic
* Ability to thrive in a fast-paced and high-energy environment
* Team-oriented attitude
* Intellectual curiosity
* Excellent analytical and quantitative skills
* Current students (Bachelor's or Master's) in their final year of study at a U.S.
based college/university, or experienced individuals, with up to three years of professional work experience
+ Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program
+ Graduation date between June 2023 and June 2026
Preferred Qualifications, Skills and Capabilities:
* Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
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.
T...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:14
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Rio Rancho, US-NM
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:13
-
If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you.
As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers (BRM) in developing new business and deepening existing relationships to position JPMorgan Chase as the primary bank for our clients.
Job responsibilities
* Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
* Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
* Manage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols
* Utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
* Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
* Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
* Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
* Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment
Required qualifications, capabilities, and skills
* Minimum of 7 years' experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
* Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
* Strong communication skills with individuals at all levels, internally and externally
* Analyze reports, metrics, and other data to identify trends, issues, and opportunities
* Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current busines...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:12
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Columbus, US-MS
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:12
-
Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success.
Job Summary:
As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions.
You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction.
Job Responsibilities:
* Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.
* Administer excellence in the customer experience for both internal and external customers
* Provide feedback to deal structuring team on operational market trends and any operational feasibility
* Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
* Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
* Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements
* Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions
* Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees
Required qualifications, capabilities and skills:
* 5 or more years Commercial or Asset Based Lending experience
* 3 or more years of demonstrated Exceptional Customer Service experience
* Thorough understanding of Treasury Products
* Excellent Written/Verbal Communication skills
* Proven ability to collaborate with multiple stakeholders
* Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact
* Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements
* Proficient in Microsoft Office applications with strong Excel skills
* Highly motivated self-starter
* Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements
Preferred qualifications, capabilities, and skills
* Loan IQ experience.
* Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles.
Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus.
* Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-01-13 07:58:11
