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J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
Job Responsibilities:
* Maintain the books and records of Hedge/Hybrid and Private Equity funds
* Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database
* Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures
* Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
* Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal
* Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
* Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations
Required qualifications, capabilities, and skills
* Bachelor's Degree in Accounting, Finance or related field
* 3+ years' experience in an accounting role, preferably at a Big 4, PE firm or fund administrator
* Knowledge of US Generally Accepted Accounting Principles for Investment Funds
* Familiar with Private Equity & Hedge fund structures
* Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities
* Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion
* Proficiency in Microsoft Office product suite and strong MS Excel skills
Preferred qualifications, capabilities, and skills
* Professional accounting qualification (CA, CPA) a plus
* Experience with Investran or similar integrated Private Equity system a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's mo...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-06-03 08:39:09
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Greenwood, US-IN
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:56
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Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:54
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Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Huntington, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:53
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Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
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Type: Permanent Location: Buffalo, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:53
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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
* Bilingual in English and Spanish required.
Must be able to speak, read, and write in English and Spanish.
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony convicti...
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Type: Permanent Location: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:50
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There's nothing more exciting than being at the center of a rapidly growing field in technology and applying your skillsets to drive innovation and modernize the world's most complex and mission-critical systems.
As a Site Reliability Engineer III at JPMorgan Chase within the Corporate and Investment Banking team, you will solve complex and broad business problems with simple and straightforward solutions.
Through code and cloud infrastructure, you will configure, maintain, monitor, and optimize applications and their associated infrastructure to independently decompose and iteratively improve on existing solutions.
You are a significant contributor to your team by sharing your knowledge of end-to-end operations, availability, reliability, and scalability of your application or platform.
Job responsibilities
* Guides and assists others in the areas of building appropriate level designs and gaining consensus from peers where appropriate
* Collaborates with other software engineers and teams to design and implement deployment approaches using automated continuous integration and continuous delivery pipelines
* Collaborates with other software engineers and teams to design, develop, test, and implement availability, reliability, scalability, and solutions in their applications
* Implements infrastructure, configuration, and network as code for the applications and platforms in your remit
* Collaborates with technical experts, key stakeholders, and team members to resolve complex problems
* Understands service level indicators and utilizes service level objectives to proactively resolve issues before they impact customers
* Supports the adoption of site reliability engineering best practices within your team
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience.
* Proficient in site reliability culture and principles and familiarity with how to implement site reliability within an application or platform
* Proficient in at least one programming language such as Python, Java/Spring Boot, and .Net
* Proficient knowledge of software applications and technical processes within a given technical discipline (e.g., Azure, artificial intelligence, Android, etc.)
* Experience in observability such as white and black box monitoring, service level objective alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others
* Experience with continuous integration and continuous delivery tools like Jenkins, GitLab, or Terraform
* Familiarity with container and container orchestration such as ECS, Kubernetes, and Docker
* Familiarity with troubleshooting common networking technologies and issues
* Ability to contribute to large and collaborative teams by presenting information in a logical and timely manner with compelling language and...
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Type: Permanent Location: Orem, US-UT
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:50
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Company
Federal Reserve Bank of Philadelphia
Job Summary:
The Federal Reserve Bank of Philadelphia is one of the 12 regional Reserve Banks that, together with the Board of Governors in Washington, D.C., make up the Federal Reserve System.
It helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government.
The Federal Reserve Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware.
The Consumer Finance Institute (CFI) seeks a well-trained and motivated senior research assistant to support the research of its staff and visiting scholars.
This position affords many opportunities to increase your knowledge of economics, markets, public policy and empirical techniques.
There are a number of potential training and education opportunities, including courses in computer software and programming languages, as well as undergraduate and graduate courses in economics, statistics, and mathematics.
With experience, demonstrated skills, and under the guidance of more senior staff, this position may offer opportunities to pursue self-directed research resulting in authored or coauthored reports.
RAs typically work at the Philadelphia Fed for three years before continuing on to graduate programs or other careers in economics or related fields.
Working at the Philadelphia Fed is a rewarding experience, whichever career path you may ultimately choose to pursue.
Previous Senior Research Assistants have gone on to top graduate schools in economics and business.
Some have found opportunities in other departments in the Bank.
Others have found advanced positions in consulting, industry and at other Reserve Banks.
The job description below reflects the higher level of a dual grade job posting.
Candidates who possess a slightly lower level of experience, education, or qualifications may also be considered.
Job Description:
You will perform advanced statistical and quantitative analyses.
You will also develop and manage databases as well as content for internal and external web sites.
You will have an undergraduate or graduate degree in a quantitative discipline such as economics, finance, mathematics, statistics, physics, engineering or computer science.
You will have two or more years of demonstrated programming skills as well as strong written and oral communication skills.
You will have moderate familiarity with data and literature related to consumer credit and payments.
You will be highly motivated and have self-driven project management skills.
You will have taken two or more courses in statistics, econometrics or mathematics.
Experience using statistical programs such as R, Stata, Python required.
Familiarity with database software (e.g.
SQL, Hive/Postgres), mapping software (e.g.
ArcGIS) and Hadoop/Spark is preferred.
You should be proficient with the MS Office suite.
The...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:49
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Bring your expertise to JPMorgan.
As part of our Screening Team, you will play a pivotal role in advancing the firm's affordable housing initiatives.
Leveraging your expertise in credit training and client management to assist the team and GSE's in solving real-world challenges that impact our company, customers and communities.
Our culture in Screening is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate on the Screening team, you will leverage prior credit training, client management and previous experience with Fannie Mae and Freddie Mac Affordable multifamily loans to pre-screen the creditworthiness of clients, properties, and markets and assist Bankers with getting new loans under application.
Job Responsibilities
* Utilize advanced preliminary underwriting skills and knowledge of Fannie Mae MAH and Freddie Mac TAH underwriting guidelines and pricing, to independently size loans and author concise, thoughtful analysis of transactions using appropriate structure while identifying key risks at the pre-application stage
* Work proactively with Banking team to ensure timely quotes and terms are delivered to the client
* Work with internal and external cohorts to ensure efficient and quick progression of deal intake through application
* Analyze due diligence documents and develop comprehensive understanding of collateral, cash flow, sponsor, and market risks for quote submissions prior to loan application
* Work through complex transactions including portfolios and Forward transactions
* Contribute to platform infrastructure and processes through special projects
Required qualifications, skills and capabilities
* BS or advanced degree with business focus
* Minimum of three plus years experience in commercial real estate which might include pre-application screening experience and GSE quote submissions
* Strong CRE Affordable Multifamily knowledge
* Strong verbal, written, and interpersonal skills
* Strong analytical and problem solving skills
* Advance proficiency in Microsoft Excel and Word.
* Experience with Fannie Mae and Freddie Mac systems and applications
Preferred qualifications, skills and capabilities
Experience in using CLOSER (Commercial Loan Origination Securitization Enterprise Reporting) system
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 eligib...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:42
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:41
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Hickory Hills, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:40
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J.P.
Morgan Payments, a division of JPMorgan Chase, which processes over $10 trillion in payments daily across 160 countries and more than 120 currencies, is seeking an experienced communicator to elevate messaging within its Digital & Design division-one of the most innovative and exciting areas of the firm.
You will bring a creative approach to internal communications, balanced with an analytical mindset to advise and influence senior executives in this global business.
You will operate at the highest strategic levels while collaborating with the broader Global Payments Communications Team - and other aligned communications teams - to execute tactically, delivering communications outcomes that support and impact business results.
These efforts must effectively reach broad and influential internal audiences across J.P.
Morgan Payments and the firm at large.
As a Communications Manager on the Global Payments Communications team, you will display strong stakeholder management skills and prioritize, influence, and work effectively in a matrixed environment.
This role requires close collaboration with Payments Management Team members and senior product leaders in addition to product marketing teams, business management, legal, PR, media, compliance, sales, and other business functions.
There will also be resources available to both leverage and manage to ensure delivery of successful results in a complex communications environment.
Job Responsibilities:
* Serve as a key strategic advisor to the global head of Digital and Design.
* Develop and execute against a communications plan with KPIs that aligns to both the business goals and the people agenda
* Develop a narrative for the business, that aligns with the broader Payments narrative
* Identify and track key performance metrics to report on results.
* Understand when and how to use communications tactics, including strategic messaging, town halls, all-hands and other in-person events, general talking points, crisis communications, blogs, etc., to align with business vision and objectives.
* Partner across the Payments Communications team and other stakeholder communications teams to deliver results that impact the business and the firm.
* Ensure effective communications, as needed, across the business and the firm.
* Build relationships with and coordinate across broader business/regional communications teams.
Required Qualifications, Capabilities, and Skills:
* 8+ years of recent experience in the Marketing & Communications field.
* Superior verbal, written, and interpersonal skills; strong editing skills; web knowledge/digital savvy.
* Proven ability to lead, influence, and align across cross-functional teams.
* Proven stakeholder management experience.
* Excellent organizational skills with the ability to multitask and prioritize high-volume, high-priority initiatives.
* Commitment to maintaining the firm's high standar...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:38
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Step into a pivotal leadership role as the head of the XVA Product Control team in New York, where your expertise will drive financial excellence and strategic innovation.
This is your opportunity to shape the future of product control, managing P&L and risk with precision while collaborating with senior stakeholders across the finance organization.
Join a dynamic environment that values your analytical prowess and leadership skills, offering a platform for growth and impact.
As a Vice President within the Americas Credit Portfolio Group, you will have the opportunity to lead the XVA Product Control team.
You will be responsible for managing the Americas product control team responsibilities for CVA (credit valuation adjustment) and FVA (funding valuation adjustment).
You will be working with a wide range of products from CVA/FVA to various hedging instruments (Credit, Rates, Equity, Commodity, FX).
This role is a perfect fit for someone with extensive Product Control knowledge and expertise who is ready to take their career to the next level.
You will be responsible for both P&L and Risk, interacting with a range of stakeholders from Front Office, Market Risk Coverage and other key business and control functions.
This role will give you the chance to interact with senior stakeholders across the finance organization, making it an important and significant aspect of your role.
Job responsibilities
* Managing and developing the Americas XVA Product Control team responsible for the production and reporting of the Daily P&L and Risk and ensuring it is completed in an efficient and controlled manner
* Being responsible for integrity of the balance sheet and accounting for the business
* Providing detailed analysis and commentary on the financials to desk heads, business managers, and senior finance management
* Partnering with the business and its stakeholders to implement robust controls and implement strategic initiatives
* Identifying and implementing continuous improvements and ensuring processes adapt to meet changing systems and control requirements
* Creating an inclusive and equitable working environment that builds a culture of trust and gives all team members the opportunity to learn, grow and achieve goals
Required qualifications, skills, and capabilities
* 6+ years Product Control experience or equivalent
* Experience within Product Control related to CVA/FVA
* Experience of leading and managing teams
* Demonstrable ability to drive strategic initiatives
* Excellent analytical skills and attention to detail including a strong control focus
* Excellent communication skills and ability to develop strong working relationships.
* Educated to at least Bachelor's degree (or equivalent) level
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...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:36
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Oak Lawn, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:35
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and...
....Read more...
Type: Permanent Location: Clinton, US-MA
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:33
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Sewell, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:31
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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: Pennington, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:28
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Lead a team of five (5) to ten (10) Client Onboarding professionals who own our Client's Treasury Product Onboarding experience end to end!
As a Client Onboarding Team Lead within the Commercial & Investment Bank (CIB) you will be responsible for leading and managing an experienced onboarding team that implements Treasury Products and Services.
Client Onboarding Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving the implementation processes and client experience.
You will gather and provide data and feedback to internal business partners and ensure project management tools are developed and published.
Job Responsibilities
* Ensure team operates effectively by adhering to implementation methodology and policies; manage team capacity and proactively manage expenses
* Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
* Manage client and partner expectations and understanding throughout the implementation process
* Manage team performance through coaching and development of individuals.
* Support client escalations effectively with a clear path to resolution.
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Exhibit ownership of on-boarding experience and client satisfaction
* Foster a culture of teamwork by building and maintaining strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Develop, scope and execute on internal initiatives as assigned and provide diligent awareness of business risk and ownership of issues when they arise
* Utilize management reports and metrics to ensure success in meeting the team's objectives and overseeing employee team adherence to policy and procedures
Required qualifications, capabilities and skills
* Comprehensive knowledge of Treasury Products and Services
* Bachelor of Arts /Bachelor of Science degree and 6+ years of relevant experience
* Experience in coaching or mentoring employees and proven ability to successfully manage conflict
* Experience in risk awareness and skills to develop and ensure quality program set ups
* Excellent interpersonal, organizational, verbal and written communications along with strong presentation and negotiating skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Microsoft Office Suite experience and Project Management, Payments and Receivables exp...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:25
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Elevate your career with us as a Vendor Management Analyst, where your efforts will shape the future of Chase Card Recovery.
Join a dynamic team that values integrity, respect, and innovation, offering you opportunities for growth and development.
Job Summary:
As a Vendor Management Analyst within our Chase Card Recovery team, you will play a crucial role in managing vendor relationships and ensuring operational excellence.
You will collaborate with internal and external partners to drive strategic changes and improve performance metrics.
Your work will directly impact our customer experience and risk management outcomes.
In this role, you will design and implement tools and procedures to track and measure key performance indicators.
You will also conduct on-site reviews of law firms and provide meaningful feedback to stakeholders.
Your contributions will help us maintain a strong control environment and achieve our business goals.
Job Responsibilities:
* Monitor day-to-day business results for assigned vendors.
* Demonstrate exceptional judgment and communication skills.
* Lead compliance-related audit activities.
* Manage projects to meet critical deadlines.
* Own the vendor communication process.
* Consult with business partners to establish clear requirements.
* Identify emerging trends and propose solutions.
* Establish and maintain partnerships with external groups.
* Travel for on-site reviews approximately 10%-20% of the time.
Required Qualifications, Capabilities, and Skills:
* Three years of business operations experience and Collection Litigations.
* Outstanding written and verbal communication skills.
* Strong task and priority management skills.
* Ability to drive issue resolution in a fast-paced environment.
* Analytic mindset with clear and persuasive presentation skills.
* Detail-oriented with excellent time management skills.
* Experience in analyzing and improving business processes.
* Ability to monitor and analyze vendor performance data.
* Bachelor's Degree or equivalent work experience.
Preferred Qualifications, Capabilities, and Skills:
* Programming skills/aptitude is desirable.
Required or Additional Information:
* Visa sponsorship is not available for this position.
* Work schedules will be within a 40-hour per week in-office schedule.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:23
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Hartsdale, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:22
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:19
-
We are on the lookout for a talented Audit Manager to join our Asset and Wealth Management Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As an Audit Manager on the Asset and Wealth Management Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums.
Job responsibilities
* Lead and participate on audit engagements, from planning to reporting, and produce quality deliverables to both department and professional standards, while ensuring audits are completed timely and within budget
* Work closely with global Audit colleagues in the early identification of emerging control issues, and report them in a timely manner to Audit management and business stakeholders
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators, establishing strong working relationships while maintaining independence
* Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
* Implement and execute an effective program of continuous auditing for assigned areas, including monitoring of key metrics to identify control issues and adverse trends
* Stay up to date with evolving industry trends, external news and regulatory changes, and analyze the impact to the business
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* 7+ years of internal or external auditing experience, or relevant Asset and Wealth Management business experience
* Bachelor's degree (or relevant financial services experience)
* Knowledge of applicable laws and regulatory requirements related to private banking, investment advisor, broker-dealer and fiduciary activities.
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Knowledge of applicable laws and regulatory requirements related to broker/dealer and fiduciary activities
* Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management
Preferred qualifications, capabilities and skills
* CPA, CIA, and/or Advanced Degree in Finance or Accounting is preferred
* 12 CFR 9 expertise and knowledge
* Familiarity with share plan ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:18
-
You are a strategic thinker, passionate about managing complex loan portfolios and leading a team of experts.
You have found the right team.
As a Loan Servicing Associate - Approvals (Term Loan B) within the Lending Services team at JPMorganChase, you will support a complex portfolio of syndicated and bilateral loans, focusing on Term Loan B and Direct Lending products.
You will lead a team of subject matter experts, ensuring efficient loan servicing and maintaining a robust control environment.
Job Responsibilities
* Approve transactions within highly complex Term Loan B portfolios.
* Oversee daily workflow for the Approvals team, ensuring timely release of funding and payment activities across all currencies.
* Approve loan activities such as fundings, repricings, and payments in accordance with client instructions and internal controls.
* Collaborate with other Approvers to enhance product expertise and best practices within the North America Loan & Agency Approvals teams.
* Manage all staff matters including performance reviews, training, escalations, and compensation.
* Engage with transformation teams and business partners to advance strategic agendas focusing on risk mitigation and process improvement.
* Foster a culture of inclusiveness, accountability, and motivation within the team.
* Oversee and monitor internal controls related to payments, pricing changes, and other client-impact transactions.
* Provide information and support to Business Partners, Middle Office, Risk and Control Partners, or Auditors.
Required Qualifications, Capabilities, and Skills
* Minimum of 2 years of financial services experience in syndicated loan operations and/or Term Loan B products.
* Experience with LoanIQ system and servicing of Direct Lending products.
* General to intermediate accounting knowledge.
* Strong oral and written communication skills.
* Excellent interpersonal and client servicing skills.
* Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
* Ability to manage concurrent assignments effectively and efficiently.
* Strong analytical, problem-solving, and decision-making skills.
* Ability to work independently within a team environment.
Preferred Qualifications, Capabilities, and Skills
* Experience with reading and interpreting syndicated loan documentation.
* Undergraduate degree or equivalent industry experience.
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 incl...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:14
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Fort Lee, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:13
-
Join the Payments Sales team! As a key member on the team, you will drive the end-to-end client experience.
As a Payments Sales Manager within the Corporate Mortgage Finance segment of the Non-Banking Financial Institutions Group, you will be expected to sell cash management solutions, build a strong pipeline of opportunities, as well as manage existing portfolio business.
To achieve the sales goal, you are expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers.
The role will require strong collaboration with client service, operations, technology, risk, credit, legal in order to optimize delivery.
You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally.
Job responsibilities
* Develop new business from clients within our Corporate Mortgage Finance segment
* Understand clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JPMorgan Payments via appropriate solution(s); traditional cash management, FX, liquidity
* Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
* Develop and enhance in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
* Work closely with the coverage team to guide efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JPMorgan lines of business
* Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
Required qualifications, capabilities, and skills
* Thorough understanding of the Corporate Mortgage industry
* Strong experience selling cash management products, knowledge of such products (10+ industry experience)
* Clear command of competitors' products, strategies and value propositions
* Proficiency in identifying and exploiting supplemental sales opportunities
* Demonstrated ability to position, negotiate, and close new business
* Ability to assist in the design, sale and delivery of value-added services
* Competence in assessing new opportunities/prospecting, contacting key decision makers
* Comprehension of customer's industries, business needs and potential solutions
* Strong ability to influence and strong negotiation skills
* Strong account planning and demonstrated execution
* Excellent verbal and written communication ski...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-03 08:38:10
