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JOB DESCRIPTION
Position is for an employment practices litigation lawyer with experience in defending employers in agency matters such as the EEOC as well as in litigated cases in the State and Federal Courts in Texas.
Defense experience required with a varying case load on an ongoing basis.
Licensed to practice before Texas' State and Federal Courts.
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: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:19
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JOB DESCRIPTION
As a key member of the Chubb Excess Construction team, the Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of Excess Construction programs sitting out of the NYC office location.
Responsibilities:
* Contribute to the achievement of the Excess Construction segment business plan.
* Responsible for production, underwriting and maintenance of new and renewal umbrella and excess casualty accounts within a defined territory.
* Responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing Excess Construction segment
* Produce new business opportunities within the territory.
* Evaluate, select, underwrite, price, quote and maintain new and renewal business that includes a $3.5M renewal book and a $1.2M new business goal.
* Develop and implement marketing plans with Excess Construction Management.
* Retain accounts through active participation in Chubb Stewardship process.
* Adhere to Chubb standards on pricing and servicing.
* Participate in product line projects as required.
* Forecast & report on monthly production to Excess Construction Management.
* Oversee & execute on various operational tasks
* The individual will manage new business pipeline.
This includes:
+ Maintaining monthly, quarterly & year end production goals.
+ Ensuring proper progress and strategies to close new business are maintained.
QUALIFICATIONS
* The
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 indiv...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:18
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JOB DESCRIPTION
The Commercial Renewal Senior Underwriter is responsible for managing a diverse portfolio of commercial accounts, including underwriting renewals, and mid-term transactions.
This hybrid role combines technical underwriting expertise with strong agency relationship management, supporting both retention and growth initiatives.
The ideal candidate will drive profitable underwriting decisions, respond to service needs efficiently, and collaborate cross-functionally with claims, loss control, and other internal stakeholders.
Additionally, this role will include mentoring and coaching Associate Underwriters to support their professional development and will be responsible for reviewing accounts escalated from Associate Underwriters to ensure compliance with underwriting guidelines and risk appetite.
Key Responsibilities:
* Underwrite and manage an assigned book of commercial renewal business and endorsements, with a focus on profitability and compliance with company guidelines.
* Evaluate and process policy change requests and endorsement inquiries from brokers/agents within required turnaround times.
* Build and maintain strong agency/broker relationships across the assigned territory to ensure high retention and cross-sell opportunities.
* Collaborate with underwriting associates to coordinate risk engineering services, claims insights, and support documentation for complex accounts.
* Ensure complete and accurate underwriting files in compliance with jurisdictional, regulatory, and internal documentation standards.
* Provide timely and professional responses to producer inquiries related to both underwriting decisions and policy servicing.
* Analyze risk exposures across multiple lines of business (e.g., property, liability, auto, workers' comp, umbrella), and develop tailored solutions aligned with risk appetite.
* Participate in branch or territory growth planning, renewal strategy meetings, and other initiatives that promote underwriting excellence and account development.
* Mentor and provide guidance to Associate Underwriters, fostering their technical skills, decision-making abilities, and overall professional growth.
* Review and evaluate accounts escalated from Associate Underwriters, ensuring adherence to underwriting guidelines, risk appetite, and company standards.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportun...
....Read more...
Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:17
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JOB DESCRIPTION
We are seeking a proactive and strategic VP; Commercial Insurance Program Manager Claim Business Consultant for Third Party Administered Program Accounts.
In this role, you will serve as a mediator in claim administration, oversee financial stewardship for customers and third-party administrators (TPAs), implement workflows, and function as the single point of contact for the Managing General Underwriter (MGU), Insured, TPA, and internal partners.
This position offers the opportunity to shape outcomes, drive business growth, and contribute to Chubb's reputation as a market leader in commercial insurance and claims excellence.
Key Responsibilities:
* Strategic Leadership: Develop and implement claim administration strategies which are aligned to industry and Chubb Claim Best Practices to support loss mitigation, fair outcomes, and exceptional service.
* Stakeholder Management: Serve as an arbitrator for customers and all stakeholders.
Collaborate with senior executives, brokers, managing general underwriters, and various internal teams to align resources and exceed customer expectations.
* Operational Oversight: Lead initiatives to enhance claims processes, oversee TPA performance, collaborate with various Chubb teams ( Claim Discipline Team, Litigation Management, and Operations) and ensure compliance with service plans.
* TPA Management: Collaborate with TPAs and customers to implement service plans, ensure high-quality claim management, and meet Chubb's standards.
Monitor performance, control costs, and influence strategies to enhance claim processes.
* Data Analysis: Leverage data insights to identify opportunities for process improvement, cost reduction, and enhanced customer outcomes.
* Relationship Building: Cultivate strategic relationships with MGU, Producers and Clients to drive acquisition, renewal, and retention of key accounts/programs.
* Team Leadership: Mentor and develop CBC team members, fostering a culture of collaboration, diversity, and continuous improvement.
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 orig...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:15
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JOB DESCRIPTION
Join Chubb as a Senior Manager Product Services and bring your Commercial Lines expertise to the forefront! If you have a passion for navigating the complexities of commercial insurance products and thrive in a dynamic environment, this is the perfect opportunity for you.
Leverage your 5 years of experience in leadership and underwriting, product management, or regulatory compliance to make a significant impact in our Commercial Lines division.
Legal and Compliance (L&C) - Philosophy and Culture Statement: L&C is committed to providing best-in-class legal and compliance services to our business partners.
L&C emphasizes teamwork, expertise, and a "can-do" attitude.
Operating as a best-in-class organization requires a commitment to constant improvement and an on- going commitment to adding value - every day, by every team member.
The group takes pride in delivering consistent customer satisfaction, advancing self-development among team members, participating in company and team initiatives - all with a focus on superior execution.
The candidate will ideally sit in our Philadelphia, PA office.
Other Chubb locations may be considered.
Major Duties and Responsibilities:
* Manage a team of experienced Commercial Product Line Support Services staff with direct oversight of the day- to-day activities.
* Partner with and support the Commercial Lines business unit(s) and support areas to ensure that products, systems, processes, and procedures are in compliance with statutory and regulatory requirements, including participating in compliance audits reviews and market conduct exams.
* Support Commercial Lines business unit(s) by ensuring approved form/rate filings and other initiatives are implemented.
* Provide clear, concise communications with Regulatory Affairs, Compliance Assurance, Business Units, State Regulators, and all other internal Chubb areas.
* Actively participate in meetings organized by the Regulatory Affairs and Compliance Assurance Departments.
* Report to leadership on compliance efforts and the resolution of compliance issues.
* Work with Regulatory Affairs and the Compliance Assurance Department, lead the resolution of all regulatory issues arising out of state examinations, investigations, inquiries, and audits for Commercial Lines.
Ensure remediation and appropriate preventive action in response to violations of rules, regulations, policies, procedures, and standards of conduct.
* Partner with the Compliance Assurance Department to develop, communicate, implement, and maintain policies, standards, procedures, training, monitoring and controls within the business unit.
* Work with Product Line Services Support team to ensure all product handoff dates are identified and met.
* Work with Product Line Support Services Support team to develop thorough, concise product requirements in accordance with IT handoff dates.
* Advise on the approach to new/revised produ...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:14
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JOB DESCRIPTION
The Operations Supervisor /Manager position oversees a team of Underwriting Associates in support of our Commercial Insurance underwriting team.
The Operations Supervisor will collaborate with NA /Field Operations leadership and CI Underwriting leadership to provide superior customer service, quality and workflow/process management.
The role will include training/ development and management of a UAA team.
The ideal candidate will have a working knowledge of Chubb Systems and Workflows/Processes.
Position Responsibilities:
People/Performance Management
* Oversee UAA team to meet/exceed NA Operations performance metrics
* Develop UAA Talent through oversight of training and development planning/execution/monitoring
* Collaborate with CI UW counterparts to assure mutual priorities are achieved
* Actively engage with direct reports to provide coaching on performance to develop UAA skills/competencies.
Address performance issues promptly through the performance improvement process.
* Deliver regular, results driven feedback tied to performance goals/metrics.
* Maintain an open and collaborative engagement with staff that encourages diversity of thought
* Assure adoption of standardized UAA Role/Responsibilities and adherence to corporate workflows.
* Assure timely completion of performance reviews, goal setting and compensation administration
* Create and execute plans to retain high potential employees
Process Management
* Assure team adherence and compliance with established processes/workflows and roles.
* Assure team adherence to underwriting/regulatory/Compliance guidelines, and quality goals.
* Review and communicate all process/workflow changes/enhancements and assure UAA adoption.
* Review workflows and escalate any process improvement suggestions to Regional Ops Manager.
* Monitor and oversee workload capacity of each team member and allocate resources appropriately to meet business needs.
* Assure UAA adoption of Corporate automation strategies
Service Management
* Oversee process to assure all service delivery goals are met
* Act as point of contact for CI business partners regarding operational process, service and people management
* Demonstrated familiarity /use of key metric tools to monitor and manage our service deliverables
* Assure active engagement with all business partners to assure service and quality results are maintained, and Workflow and Process and resources are effectively deployed.
Financial Management
* Utilize CI Ops/UW Reporting systems/tools to oversee business (Vision, CMR, Tracker, Clean Close)
* Oversee reporting on premium bookings for assigned departments
* Ensure timely transfer of eligible business to underwriting center to maximize branch resources
* Partner with CSSC to resolve collection/billing issues
* Oversee timely resolution of WC Bureau Crits to eliminate fines...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:13
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JOB DESCRIPTION
The main function of a Risk Engineering Services Data Entry Associated is to provide high-level administrative support by conducting research, handling information requests and performing functions for the Risk Engineers.
Job Responsibilities:
* Perform general office duties such as, maintaining records management systems including working with Google Maps to pull elevation and flood zones to provide to the Risk Engineers.
* The Risk Engineering Services Assistant will be collecting data and generating correspondence for reports in a predetermined format.
* This will occur by utilizing various company databases, the internet, and the Insured website to gather information needed by Risk Engineering Specialists.
* Associate will be data mining in various Chubb proprietary systems
QUALIFICATIONS
* Verbal
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: 2025-10-23 10:13:12
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JOB DESCRIPTION
The North America Billing & Collections team, bills and collects billions of dollars of premium for most of the commercial and personal business produced in the United States.
To continue the momentum achieved through various improvements in the last several years, it is important to maintain solid finance operations processes.
As the AVP Billing & Collections Finance Operations Lead, you will report to the SVP North America Finance Operations managing a small team of financial analysts and working closely with the Global Finance Operations - Reconciliation team.
Specifically, this role will have direct oversight and accountability for:
* Provide finance support specific to developing, implementing, monitoring, and advocating for the budgetary needs and priorities of the North America Billing & Collections organization
* Provide leadership for Billing & Collection business intelligence development and execution
* Responsible for monitoring and enhancing both financial and operational metrics required to drive efficiencies
* Financial Account Reconciliations
* Individual and process productivity
Job Responsibilities:
* Oversee all aspects of SOX controls related to the billing and collections process and ensure all financial transactions are processed accurately, timely, and in accordance with established policies and procedures.
* Oversee the reconciliations regarding the receivables and cash clearing accounts and serve as the business owner for all billing & collections reconciliations.
* Regularly review and analyze bad debt from customer allowances, credits, write-offs, and return activities, including maintaining detailed record-keeping.
* Monitor and prepare schedules for >90 days aged balances which impact statutory surplus.
* Support annual planning process and ongoing budget management for overall North America Billing & Collections organization including enhancing & maintaining the expense allocation methodology.
* Serve as the North America Billing & Collections lead in discussions with Division Financial Officers, Corporate Finance and Internal Audit on various finance operations processes.
including bad debt, cash forecasting, non-admitted assets, and SOX controls
* Partnering with NA Billing & Collections leadership, develop and implement effective strategies to accelerate customer payments, reduce the days in accounts receivable, and minimize bad debt.
* Manage a small team of Financial Analysts supporting various billing & collections finance operations including SOX controls, bad debt analysis, cash forecasting
* Serve as the billing & collections owner for management /operational reporting processes including developing and enhancing business intelligence assets and analytical insights.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal propert...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:10
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As an underwriting professional, you'll have the chance to use advanced tools to determine what risks Chubb can help cover.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
At the end of each workday, you'll be able to take pride in helping deliver peace of mind to people and teams who really appreciate it! Our Chubb Associate Underwriting roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within a specific line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any ot...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:08
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As an underwriting professional, you'll have the chance to use advanced tools to determine what risks Chubb can help cover.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
At the end of each workday, you'll be able to take pride in helping deliver peace of mind to people and teams who really appreciate it! Our Chubb Associate Underwriting roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within a specific line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any ot...
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Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:07
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
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Type: Permanent Location: Vancouver, US-WA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:06
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:05
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We are a high performing team that is focused on winning together and building our growing Business Services franchise.
We are seeking individuals with a long-term career mindset that shares the same passion, commitment and dedication to each other and to our clients.
As an Associate in Business Services Investment Banking, you will be joining a team with a diverse coverage universe spanning companies in the Commercial, Industrial, Environmental, Consumer and Professional services markets.
You will be expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude.
Day-to-day responsibilities include: financial analysis and modeling, managing a team, preparing client presentations and interacting directly with senior bankers and clients.
Job Responsibilities:
* Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtful content on broader industry trends
* Participate in execution activities, including responsibility for managing standard workstreams such as preparing bakeoff decks, marketing materials and analytical models across M&A, debt and equity processes
* Build and apply valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
* Work directly with our large-cap corporate, middle-market and founder-owned clients in executing on their strategic objectives
* Support broader sponsor coverage efforts and quarterly / annual business planning initiatives
* Conduct strategic advisory analyses, portfolio analytic reviews, corporate operations reviews, and synthesize / analyze large diligence data sets (census, datacube, WIPs, etc...)
Required qualifications, capabilities, and skills:
* 2+ years of prior investment banking Coverage or M&A experience
* Results driven and able to perform well under pressure and against tight deadlines
* Strong analytical and numerical skills that put you at ease with financial data
* Proven team player who is able to effectively interact with a wide variety of internal groups and clients
* Strong multi-tasking and communication skills
* Strong Microsoft Office suite (Excel and PowerPoint a must) and financial reporting skills
* Bachelor's degree in finance, business, accounting, economics, mathematics or a related field
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 bankin...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:03
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Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.
Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction.
Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As an Onboarding Associate within Commercial & Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform.
You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies.
Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration.
You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement.
Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job responsibilities
* Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
* Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
* Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities, and skills
* Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
* Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
* Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:01
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Asset & Wealth Management's Digital Distribution team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
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
* Identify opportunities to infuse AI/ML capabilities into marketing processes - e.g., content generation, targeting, optimization, and measurement.
* Collaborate with design and marketing teams to co-create user journeys that reduce manual effort and increase marketing impact.
* Develop intelligent segmentation and audience modeling strategies.
* Forecast campaign performance using predictive analytics.
* Implement generative AI solutions for content personalization.
* Act as a liaison between marketers, technologists, and data scientists to ensure feasibility, value delivery, and iterative improvements.
* Translate user needs into clear product requirements and prioritize backlog in collaboration with engineering leads.
* Lead pilot programs, gather user feedback, and iterate for optimal user experience and business value.
* Define KPIs to measure success of the co-pilot (adoption, efficiency gains, business impact)
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* 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 in product management, preferably in MarTech, AdTech, or enterprise SaaS
* Deep unde...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-23 10:13:00
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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: Asheville, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:56
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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: Asheville, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:55
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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: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:54
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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: Acworth, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:52
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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: Lansing, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:50
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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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Grass Valley, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:49
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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: Orland Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:47
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Job Description:
The Advisor Service Lead is responsible for building, executing, and evolving Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions.
This role is pivotal in fostering meaningful partnerships with advisors, delivering expert guidance and support with platform education, implementation, and ongoing service interactions.
Additionally, the Advisor Service Lead will spearhead the evolution and global expansion of the case inquiry management tool across PMG and Operations, serving as project manager and product owner to centralize, analyze, and expedite advisor inquiry resolution, ensure consistent adoption, and integrate AI for enhanced efficiency.
Advisor Service Responsibilities
* Build, execute, and evolve Advisor Service offerings to drive adoption of the ConnectWealth platform and new investment solutions.
* Champion the design and rollout of innovative offerings on behalf of advisor service , leveraging Artificial Intelligence (AI)/ Technology, education, and actionable intelligence to elevate the advisor experience.
* Proactively build strong, collaborative relationships with advisors, acting as a trusted partner for platform education and value-added initiatives.
* Provide responsive support for advisor inquiries, resolving complex cases by coordinating across multiple groups with urgency and a focus on business impact.
* Continuously learn and master the ConnectWealth platform, its goals, and offerings to support the growth of the advice business at JPMC; clearly articulate platform value to advisors and educate them through effective interactions.
* Develop and deliver training, onboarding, and enablement programs to ensure teams and advisors are equipped to use the platform effectively.
* Partner with product, technology, and business leaders to align service delivery with firm strategy and evolving advisor needs.
* Monitor advisor inquiry metrics to identify opportunities for advisor education, platform improvements, and business growth initiatives.
* Maintain a feedback loop by tracking issues and enhancements, providing updates to teams, and prioritizing critical requirements for continuous improvement.
Case Product Responsibilities
* Lead the evolution and global expansion of the case inquiry management tool across PMG and Operations, acting as both project manager and product owner to centralize, analyze, and expedite advisor inquiry resolution, ensure consistent adoption, and integrate AI for efficiency.
* Identify and communicate business needs related to the case product across PMG and Ops, develop detailed requirements, and collaborate with technology partners to design effective system solutions.
* Develop and deliver training, onboarding, and enablement programs specific to the case management tool to maximize its value and usage.
* Drive the implementation of AI-enabled features within the case...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:46
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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 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 welcome and assist clients that walk into our branches 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.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* 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
* 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.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: Flowood, US-MS
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:41
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Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As an Client Service Associate I within the Prime Client Operations team, you will serve as the primary point of contact for Prime Brokerage clients, addressing their trade and settlement needs.
You will work closely with internal and external partners to identify inefficiencies and drive improvement initiatives.
Additionally, you will have the opportunity to train clients on new technologies and reporting processes, contributing to the continuous enhancement of our services.
You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals.
Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.
This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities
* Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
* Protect both the client and the institution from potential financial and reputational damage.
* Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
* Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
* Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
* Provide single point of contact for Prime Brokerage clients for all their Trade management and Settlements related needs.
products in scope are "Equity, FI, REPO, and Options.",
* Process client trades files, monitor Trade Exception Manager and sign off for end of day batch Process ensuring timely and accurate client reporting
* Monitor daily work flow queues and adhere to SLAs in place, report and escalate any issues or system outages, provide timely updates to all internal and external stakeholders
* Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency)
* Train clients on usage of recent technology and reporting processes, represent Operations on client visits and scorecard reviews
* Adhere to firm policy and procedures/controls and adhere to Client confidentiality framework
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in a ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-23 10:12:40
