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JOB DESCRIPTION
The Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and Renewal Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages.
This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be assisting with binding/issuance of New and Renewal business and appropriate documentation of the file.
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 individual who reports discrimination or harassment.
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-27 09:48:13
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JOB DESCRIPTION
As a key member of the Chubb Multinational team, the Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of international casualty programs for U.S.
multinational companies and organizations.
In addition this position is responsible for establishing and cultivating business relationships with brokers, clients and other relevant spheres of influence within the assigned territory to assure the continued flow of new business opportunities.
This underwriter position will be focused on Entertainment risks as the primary focus; but still learn & be involved in non-Entertainment accounts in support of all Multinational products and industry classes.
Responsibilities:
* Evaluate, select, underwrite, price, quote and maintain profitable new and renewal business
* Produce new business opportunities within the territory
* Manage the implementation and execution of bound controlled master programs in cooperation with Chubb's global services teams and the Chubb Overseas General network
* Retain accounts through active participation in Chubb Stewardship process and superior client servicing
* Coordinate production efforts with other Chubb underwriting divisions to identify account expansion opportunities
* Work with the regional manager to develop and implement marketing plans with brokers and clients in the territory.
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: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-27 09:48:12
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JOB DESCRIPTION
DUTIES AND RESPONSIBILITIES:
New Business
* Develops and establishes productive, professional relationships with key personnel and buyers of EHS&S (Environmental, Health, Safety, and Sustainability) and property risk engineering consulting services
* Meets direct sales objectives by working with clients and prospects on analyzing needs, gathering data and developing / proposing solutions
* Utilizes Customer Relationship Management tool to track and measure key sales metrics and implement target industry, service, and account strategies
* Coordinates activities to enhance presence, commitment, and capabilities in the local, regional, national and international marketplace
Client Services
* Meets assigned targets for profitable account retention and expansion revenue while also exceeding key objectives for named accounts
* Creates and sustains positive client relationships and customer experience to ensure a consistently high level of client satisfaction
* Proactively assesses, clarifies, and validates account / client needs on an ongoing basis
* Conduct technical field work within your area of expertise, such as assessments, evaluations, or audits related to Environmental, Health, Safety, and Sustainability (EHS&S) or property risk engineering.
* Executes activities to ensure successful completion of projects within budget and established project timelines.
Activities include, but are not limited to, pre-project planning, coordination, stakeholder engagement, regular communication (project status updates), managing change requests, project accounting and invoicing.
Key Metrics
* Meet sales objectives, inclusive of existing (retention and expansion) and new business targets
* Meet account revenue objectives
* Achieve billable hours targets through account management activities and technical field work
* Meet pipeline and forecast objectives
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 stat...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-08-27 09:48:11
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion.
This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job responsibilities
* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
* Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
* High school degree, GED, or foreign equivalent
* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
* Strong team orientation with a commitment of long-term career with the firm
* Excellent written and verbal communication skills
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilit...
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Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2025-08-27 09:48:03
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion.
This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job responsibilities
* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
* Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
* High school degree, GED, or foreign equivalent
* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
* Strong team orientation with a commitment of long-term career with the firm
* Excellent written and verbal communication skills
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilit...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-27 09:48:02
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As a Natural Resources Analyst, you have intellectual curiosity and drive to contribute to the development and execution of comprehensive banking solutions for your clients.
The Global Corporate Banking group is part of Commercial & Investment Banking at J.P.
Morgan.
Global Corporate Banking focuses on small-, mid-, and large-cap companies that require traditional banking services in addition to investment banking solutions.
Each of the sectors is extremely capital intensive and, therefore, financing activity is high.
Primary duties include:
* Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure and credit ratings
* Participate in all phases of capital markets and syndicated and leveraged finance origination and execution
* Build and maintain financial models to evaluate implied credit ratings, debt capacity, creditworthiness, and the impact of various capital structures
* Conduct industry research and comparable company and transaction analysis
* Coordinate efforts with deal team members and product partners across the Commercial & Investment Bank
* Support Credit Underwriting Partners by drafting internal approval packages detailing company/credit analysis along with repayment modeling
* Support senior bankers with overall client management responsibilities, idea generation and business initiatives
Required qualifications, capabilities and skills:
* Strong corporate finance, analytical, credit and problem-solving skills
* Exceptional verbal and written communication skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Self-motivated, dependable and intelligent
* Bachelor's degree
Preferred qualifications, capabilities, and skills:
* Previous experience working in corporate banking, investment banking, or similar roles
* Coursework in finance, accounting, or economics
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 inc...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-27 09:48:01
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Job Description
We are seeking an Investment Banking Analyst to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.
Job Summary
As an Analyst in our Equity Capital Markets ("ECM") team, you will be a key player in driving our platform's growth and execution.
You will participate in the \"full cycle\" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
You will join the global Analyst class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
Job Responsibilities
* Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings.
* Assist senior bankers in preparation for client engagement, such as pitches and RFPs.
* Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal.
* Prepare thought pieces related to the equity capital markets and technology sector.
* Drive analysis for issuer clients, including precedent transactions and shareholder targeting.
* Draft presentation materials and internal committee memorandums in advance of launching transactions.
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Economics, Finance or related field.
* Strong accounting, finance, quantitative and business writing skills.
* Knowledge of capital markets and the ECM execution function.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to work well in a fast paced, team environment.
* Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.
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 processi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:57
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:56
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This role provides great visibility to management and focuses on portfolios within the Corporate and Investment Bank, Wealth Management, and Business Banking lines of business!
As a Credit Review Vice President within our Credit Review team, you will take the lead in planning and executing periodic credit reviews, as well as participating in review assignments.
Your role will involve guiding team members in activities that assess commercial loan transactions and conduct evaluations of underwriting and portfolio management.
This will allow you to independently provide opinions on the adequacy of underwriting analysis, the accuracy and timeliness of risk grading decisions, the suitability of credit mitigation actions, and the effectiveness of the credit management process and key controls supporting credit quality.
In between periodic reviews, you will independently monitor credit risk trends within assigned commercial lending portfolios, attend relevant meetings, and foster and maintain relationships with internal stakeholders responsible for credit approval.
Job Responsibilities
* Lead a team of reviewers as reviewer-in-charge by chairing the planning, kick-off, findings presentation, and closing meetings.
Coordinate with the Credit Review Director on team assignments, define project scope, evaluate credit risk controls, communicate with management, review and assess findings, recommend corrective actions, write reports, and archive documents.
* Participate in Credit Review team-led reviews by preparing financial analyses and risk assessments, evaluating credit underwriting quality, recording findings, and engaging in review meetings.
* Perform continuous monitoring of assigned portfolios and participate in portfolio review meetings.
* Serve as an information resource on commercial credit risk and policy.
Partner with Credit Risk Management stakeholders to establish strong working relationships while maintaining independence.
* Ensure consistent application of firm wide Risk Policy as well as Credit Review Policies and Procedures.
* Complete special projects and research as assigned by the Credit Review Director.
Required qualifications, capabilities and skills
* Experienced credit professional with minimum 10-years commercial credit experience
* Minimum Bachelor's degree in Accounting, Finance, Economics, or a related discipline.
* Demonstrated understanding of commercial credit principles and strong analytical skills.
* Excellent verbal and written communication and interpersonal skills required with ability to present complex and sensitive issues to management.
* Enthusiastic, self-motivated, effective in a dynamic fast-paced environment and willing to demonstrate personal responsibility and accountability.
* Proven ability and desire to learn quickly, be adaptable, and think strategically.
* Ability to manage multiple tasks concurrently, with a high sense of urgency.
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:52
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Lending Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
In this role, you will work with the Midwest Lending Team to structure and deliver strategic borrowing advice to clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Advise, negotiate and execute loan structures to optimize clients' holistic financial position
* Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations
* Analyze the book of existing clients to identify new potential opportunities
* Maintain an ongoing dialogue with existing borrowing clients
* Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit Risk to ensure the best outcome for the client in terms of the underwriting of the client.
* Research client inquiries and manage follow up communication and materials
* As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 120 days of start date
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
*...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:50
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Description
JPMC is hiring the best talents to join the growing Asset and Wealth Management AI Engineering team.
We are executing like a startup and building next-generation technology that combines JPMC unique data and full-service advantage to develop high impact AI applications and platforms in the financial services industry.
We are looking for hands-on ML Engineering leader and expert who is excited about the opportunity.
As an ML and GenAI engineer (Associate), you will will play an important role as a member of our global team.
Your responsibilities will entail hands on development of high-impact business solutions through data analysis, developing cutting edge ML and LLM models, and deploying these models to production environments on AWS or Azure.
You'll combine your years of proven development expertise with a never-ending quest to create innovative technology through solid engineering practices.
Your passion and experience in one or more technology domains will help solve complex business problems to serve our Private Bank clients.
As a constant learner and early adopter, you're already embracing leading-edge technologies and methodologies; your example encourages others to follow suit.
Job Responsibilities
* Hands-on architecture and implementation of lighthouse ML and LLM-powered solutions
* Close partnership with peers in a geographically dispersed team and colleagues across organizational lines
* Collaborate across JPMorgan AWM's lines of business and functions to accelerate adoption of common AI capabilities
* Design and implement highly scalable and reliable data processing pipelines and deploy model inference services.
* Deploy solutions into public cloud infrastructure
* Experiment, develop and productionize high quality machine learning models, services, and platforms to make a huge technology and business impact
Required qualifications, capabilities, and skills
* MS in Computer Science, Statistics, Mathematics or Machine Learning.
* Minimum 4 years development experience, preferably with 2+ years hands-on Machine Learning Engineering
* Proven capacity to innovate, including new AI/ML idea generation and GenAI-based solutions
* Solid Python programming skills required; with other high-performance language such as Go a big plus
* Expert knowledge of one of the cloud computing platforms preferred: Amazon Web Services (AWS), Azure, Kubernetes.
* Real-world experience in using LLMs (OpenAI, Claude or other models ) to solve business problems, including full workflow toolset, such as tracing, evaluations and guardrails.
Understanding of LLM fine-tuning and inference a plus
* Knowledge of data pipelines, both batch and real-time data processing on both SQL (such as Postgres) and NoSQL stores (such as OpenSearch and Redis)
* Expertise in application, data, and infrastructure architecture disciplines
* Deep knowledge in Data structures, Algorithms, Mach...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:47
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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...
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Type: Permanent Location: Baltimore, US-MD
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:45
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Rochester, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:42
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As a Vice President within Investment Grade Finance you will monitor global rate and credit market dynamics and how they affect our clients' liability portfolios and issuance decisions; advise clients on marketing, timing and pricing of debt issuance and loan origination as well as repurchasing or restructuring debt; coordinate with syndicate, sales and trading to price and sell the bonds; know all priority clients and key financing decision makers (CFOs, Treasurers, Asst.
Treasurers, and Capital Markets Directors); and maintain direct dialogue with clients, client coverage officers, debt and equity partners.
You will function as a fully integrated team member, in a flat structure that allows for direct client coverage responsibility and for working directly with MDs in the group and across the firm.
The Vice President is an integral part of Investment Grade Finance where team members rely on the Vice President for both new business generation and leadership in driving the process in deal executions and pitching.
Job Responsibilities
* Originating fixed income securities as part of the capital raising activities undertaken by our clients (both corporate and financial institutions)
* Address both broad corporate finance topics as well as detailed execution advice for our clients
* Align with the bond originators to provide integrated solutions to our clients.
Required qualifications, capabilities, and skills
* 5+ years of investment banking/capital markets or related experience is strongly preferred.
* Strong communication skills both oral and written.
* Successful candidate will be able to comfortably interact with clients, coverage bankers and other product partners
* Strong analytical skills both qualitative (credit analysis) and quantitative (bond math, pricing)
* Ability to work efficiently in a high pressure environment
* Strong organizational skills with ability to multi-task and prioritize deliverables
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:40
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Develo...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:39
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When you mentor and advise multiple technical teams and move financial technologies forward, it's a big challenge with big impact.
You were made for this.
As a Senior Manager of Software Engineering at JPMorgan Chase within the Infrastructure Platforms organization, you will play a pivotal leadership role by offering technical coaching and advisory support to multiple technical teams.
You will also be responsible for anticipating the needs and potential dependencies of other functions within the firm.
Job responsibilities
* Provides overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
* Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team
* Ensures successful collaboration across teams and stakeholders, including cloud platform engineering teams to enable the delivery of high-quality, secure, and scalable applications on the cloud
* Executes creative software solutions, design, development, and technical troubleshooting and utilize a creative approach to devise solutions and resolve complex technical challenges
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Influences peers and thought leaders to drive awareness and use of new and leading-edge technologies
* Creates a culture of diversity, opportunity, inclusion, and respect for team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience .
In addition, 2 + years of experience leading technologists to manage and solve complex technical items within your domain of expertise
* Experience leading teams of technologists while working at code-level in Python, Azure SDK, and proficient in all aspects of the Software Development Life Cycle
* Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives
* Experience with hiring, developing, and recognizing talent
* Experience with Azure services (Storage, Compute, Integration, IAM, Network)
* Terraform for Infrastructure as Code (IaC) and practical Azure cloud-native experience
* Proficiency in automation and continuous delivery methods, including CI/CD pipelines and tools such as Jenkins and Spinnaker
* Experience with version control system...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:35
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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 Business Management Associate within the Commercial and Investment Bank (CIB) Risk organziation, you will be instrumental in supporting/advising senior management and in coordinating strategic and tactical objectives.
In this dynamic role, you will will support activities that span across the CIB Risk team, along with Firmwide Risk functions such as, County Risk, Reputation Risk and Principal Risk.
The Business Management function optimizes business performances by helping to drive key (strategic) initiatives and priorities.
We act as independent, trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks.
Job Responsibilites
* Partner with Risk Leaders across CIB and Firmwide functions to support Chief of Staff type needs, including materials for regulator interactions, help drive team meetings and agendas, town hall & off-site preparations, assisting in coordination of other recurring & ad-hoc deliverables
* Support the coordination of the weekly CIB Risk Committee, Board Risk Committee materials production, and other governance processes.
* Coordinate data risk activities across CIB Risk with the owners of shared drives, sharepoints, and other methods of storing data, which includes identifying and implementing automated solutions for regular processes.
This work involves frequent global interactions with owners in Wholesale Credit Risk, Market Risk, and other CIB & Firmwide Risk functions.
* Build strong partnerships with cross functional and other Risk teams supporting day-to-day operations and driving opportunities for greater efficiencies and effectiveness.
* Drive compelling executive communications including developing content and materials for Board presentations, business reviews and other forums.
Organize complex information in a strategic and compelling way.
* Respond ad-hoc requests related to project management, presentation development, and business analysis.
* Instill and maintain strong organizational disciplines, controls and practices including adherence to policies and standards, creation and organization of internal procedures and documentation, and use of document management tools to organize, refine and reuse materials.
Required Qualifications, Skills and Capabilities
* Bachelor's degree
* Proven ability to collaborate and build strong partnerships globally
* Strong organizational and project management skills; able to man...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:34
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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 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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:32
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:30
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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: Shreveport, US-LA
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:29
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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: Moline, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:26
-
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: Saint Helens, US-OR
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:25
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:22
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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: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:21
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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: Forney, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-27 09:47:20
