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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: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:44
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Join our dynamic team in Mortgage Finance Operations and make a significant impact by ensuring seamless funding and paydown processes.
Apply today to be part of a collaborative environment!
Job Summary:
As a Loan Servicing Analyst in Mortgage Finance Operations, you will process funding and paydown requests, manage customer accounts, and ensure all service level agreements are met.
You will collaborate with various teams and serve as the primary interface with Mortgage Finance customers.
Job Responsibilities:
* Process customer funding and paydown requests
* Balance customer funding and operating accounts
* Maintain facilities, including transfers
* Conduct reporting and research
* Utilize various technology applications
* Report defects and enhancements to applications/processes
* Participate in application user acceptance testing
* Drive risk and control agenda
* Prioritize and manage workflow, escalating when necessary
* Analyze loan-level activity and resolve issues
* Address client disputes with effective solutions and demonstrate adaptability
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree from an accredited university
* Minimum 5 years of experience in accounting and collateral management
* Proven ability to work independently with excellent judgment
* Experience reading and interpreting loan documentation
* Experience managing high-volume workflow and account assignments
* Experience in the approval and release of agency forms
* Team-oriented with excellent communication and client service skills
* Highly organized with the ability to manage multiple priorities
* Intermediate knowledge of performance metrics and client invoices
* Intermediate Excel and PowerPoint skills
Preferred Qualifications, Capabilities, and Skills:
* Experience in a hybrid work environment
* Familiarity with Mortgage Finance Online (MFO) website
* Knowledge of securitized products and related compliance requirements
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 bene...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:43
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Direct and participate in food preparation and service of food that is safe and appetizing and is of the quality and quantity to meet each resident's needs in accordance with physicians order in compliance with approved menus.
Maintains cost and works to meet budget guidelines.
Plans and assists in preparation and service of holiday and special meals and functions.
Directs and supervises all dietary functions and personnel.
Hires, orients, trains, disciplines, and when appropriate, terminates dietary employees.
Assures that proper storage is available, and that handling of food and supplies complies with current state and federal guidelines.
Processes new diet orders and diet changes when received from nursing staff and keeps diet cards updated.
Maintain sufficient staff to provide dietary services to facility.
Assess resident food preferences and allergies.
Prepare dietary staff schedules and address schedule changes.
Maintain kitchen and food storage area in a safe, orderly, clean and sanitary manner.
Transmit order for appropriate food and supplies.
Document and notify Dietician of menu changes.
Participate in QA and IDT meetings as assigned.
Check trays for accuracy before they are delivered.
Inspects Dietary Department regularly to ensure that it is safe and sanitary.
Plan and presents in service education programs for the Dietary Department.
Investigates on the job injuries and corrects the problem and /or retrains the employees as necessary.
Ensures continued compliances with all federal, state and local regulations, Maintain the security of the Dietary Department.
Coordinates dietary services with nursing services and activities director.
Nutritional notes are to be completed monthly for all residents at nutritional risks.
Visit all residents to conduct nutritional assessment and screening, explain diet, record food preferences and promote a quality food service.
Supervisory Requirements Assist with the overall supervision of and management of the dietary staff.
Qualification Education and/or Experience High school diploma or equivalent.
Must be a graduate of an approved dietary manager's course that meet the state and federal care regulations.
Preferable one year experience in a long term care facility dietary department.
Language Skills Ability to read technical procedures.
Ability to read and comprehend policy and procedure manuals.
Ability to read recipes and prepare accordingly.
Ability to effectively present information and respond to questions from managers and employees.
Mathematical Skills Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
Reasoning Ability Ability to solve practical problems.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations Knowledge and experience with PCC preferred.
Must maintain all required continuing education/licensing.
Must remain in good standing with the De...
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Type: Permanent Location: Hemet, US-CA
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:42
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Are you ready to make a difference? Key Energy Services has immediate openings in our Williston, ND location for Floorhand 2!
Key Energy Services, LLC has provided services in the oil and gas industry since 1977! We have been around for a long time and looking for individuals who want to help us continue to grow into the future!
Have you worked as a Floorhand for 1 to 2 years on a workover rig? If so, we would like to talk to you about a position with Key Energy as a Floorhand 2!
Job Type
This position is full-time shift work led by a Supervisor
What's in this for you?
* Key Energy believes that paying people for their hard work and dedication is important.
Therefore, we strive to be competitive with wages.
* We offer training delivered by employees who understand the position and are willing to work to help you succeed! We want to know what your goals for your career with us are, so we developed a career progression program to help you achieve those goals!
* We have a choice of medical plans, so you can pick the best for you and your family.
We also offer dental, vision, short-term, and long-term insurance.
Our benefits start the 1 st day of the month after you are hired!
* Are you planning for your future? We offer a 401(K) plan that you can contribute to.
* No need to run out and buy a bunch of FR work wear! Key will provide you with what you need for your outer layer! We even provide the warm outer clothing for North Dakota winters!
Are you ready? Here is what we need from you:
* As a front-line leader in the field, we need you to have the experienced skill level in rigging up/rigging down so that you can pass a competency evaluation.
* Because you have some skills, we look to you to help teach and guide the SSE's, so they can grow, just as you did!
* The rigs and other equipment need to move! Having a Class B CDL and knowledge to road a rig is a very big bonus!
* Our working environment is fast paced! We need you to be able to work with the other members of the team to communicate and solve problems.
Our customers rely on you too, so we need you to be able to work with them to be able to provide stellar service!
* We need you to be able to work long hours and a long stretch of days (sometimes these days are holidays).
* Everyone has rules to follow.
We need you to follow our policies, those are our rules!
* Safety is one of our top priorities! We need you to work safely and watch out for your co-workers.
Key and our customers have made this easy for you by putting all the procedures down for you to review.
* Engagement is Key! We need you to come to work each day ready and engaged so the team can deliver excellent customer service! Your participation in our Job Safety Analysis (JSA) meetings is important so everyone can be on the same page and work safely!
* Because we care about your safety and the safety of others, we need you to be able to pass a pre-employment...
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Type: Permanent Location: Williston, US-ND
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:41
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Essential Duties and Responsibilities:
* Purchase inventory and non-inventory related supplies to support personnel and manufacturing.
* Analyzes and interprets Order Action Buy Report (MR0090).
* Prepares and issues purchase orders accordingly.
* Analyzes and interprets Reschedule Buy Report (MR9000); expedites/delays deliveries of past due/early items through analysis of MRP.
Keeps delivery dates updated at 100% accuracy on all purchase orders.
* Discusses defective or unacceptable goods and/or services with inspection or quality control personnel, users, suppliers, and others to determine source of trouble; determines disposition with suppliers and takes corrective action.
* Reviews defective/rejected materials reports.
* Supports ECN process but not limited to contributing purchasing information such as pricing, lead time, vendor code, MIN, MAX, EOQ, etc.
to ECNs in an expeditious manner (This information will be obtained through the RFQ process).
Required to manage the inventory associated to each of these said ECN's or projects.
* Develops and implements formal policies and procedures for materials management, inventory control (cycle counting), and purchasing.
* Utilize MRP system for all forecasting, tracking, and reporting of all raw materials.
* Attends production meetings daily to communicate raw material status to production; reviews immediate requirements with manufacturing and takes appropriate action.
* Develops, implements, and maintains monthly Purchasing Price Variance report; reconciles and explains PPV's.
* Maintains procurement records such as items and services purchased, costs, delivery, product quality or performance, and/or inventories.
* Maintain follow-up system with suppliers to ensure prompt responses from our suppliers for quotations and delivery dates.
* Other duties and responsibilities as assigned.
Education and/or Experience:
* Bachelor's degree in supply chain or industrial engineering and 2 years of purchasing, supply chain, or inventory management or equivalent combination of education and experience.
Core Competencies:
* Ability to foster trusting relationships, teamwork, and cross collaboration.
* Effective verbal and written communication skills.
* Excellent analytical and critical thinking skills.
* Demonstrates personal accountability for results.
* Ability or willingness to change to suit different conditions.
Organizational Competencies: Continuous Improvement, Continuous Learning, Agility, Active Listening and Understanding, Inclusive Decision Making, Customer Focus, Growth Mindset, Steadfast Ethics, and Integrity, Creative Problem Solving, Broad Perspective
Technical Skills:
* Proficiency in Microsoft Office Suite and PRMS (Resource Management System)
* Proficient with SAP or an equivalent ERP system
Physical Requirements: Office and manufacturing environment.
Prolonged periods sitting...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:40
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Essential Duties and Responsibilities:
* Purchase inventory and non-inventory related supplies to support personnel and manufacturing.
* Analyzes and interprets Order Action Buy Report (MR0090).
* Prepares and issues purchase orders accordingly.
* Analyzes and interprets Reschedule Buy Report (MR9000); expedites/delays deliveries of past due/early items through analysis of MRP.
Keeps delivery dates updated at 100% accuracy on all purchase orders.
* Discusses defective or unacceptable goods and/or services with inspection or quality control personnel, users, suppliers, and others to determine source of trouble; determines disposition with suppliers and takes corrective action.
* Reviews defective/rejected materials reports.
* Supports ECN process but not limited to contributing purchasing information such as pricing, lead time, vendor code, MIN, MAX, EOQ, etc.
to ECNs in an expeditious manner (This information will be obtained through the RFQ process).
Required to manage the inventory associated to each of these said ECN's or projects.
* Develops and implements formal policies and procedures for materials management, inventory control (cycle counting), and purchasing.
* Utilize MRP system for all forecasting, tracking, and reporting of all raw materials.
* Attends production meetings daily to communicate raw material status to production; reviews immediate requirements with manufacturing and takes appropriate action.
* Develops, implements, and maintains monthly Purchasing Price Variance report; reconciles and explains PPV's.
* Maintains procurement records such as items and services purchased, costs, delivery, product quality or performance, and/or inventories.
* Maintain follow-up system with suppliers to ensure prompt responses from our suppliers for quotations and delivery dates.
* Other duties and responsibilities as assigned.
Education and/or Experience:
* Bachelor's degree in supply chain or industrial engineering and 2 years of purchasing, supply chain, or inventory management or equivalent combination of education and experience.
Core Competencies:
* Ability to foster trusting relationships, teamwork, and cross collaboration.
* Effective verbal and written communication skills.
* Excellent analytical and critical thinking skills.
* Demonstrates personal accountability for results.
* Ability or willingness to change to suit different conditions.
Organizational Competencies: Continuous Improvement, Continuous Learning, Agility, Active Listening and Understanding, Inclusive Decision Making, Customer Focus, Growth Mindset, Steadfast Ethics, and Integrity, Creative Problem Solving, Broad Perspective
Technical Skills:
* Proficiency in Microsoft Office Suite and PRMS (Resource Management System)
* Proficient with SAP or an equivalent ERP system
Physical Requirements: Office and manufacturing environment.
Prolonged periods sitting...
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Type: Permanent Location: Orrick, US-MO
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:39
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 conviction within the last seven years will disqualify you from consideration for this position.
Your continued employm...
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Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:38
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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: Canton, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:36
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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...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:35
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Lansing, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:35
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Birmingham, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:34
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Roseville, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:34
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Shelby Township, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:33
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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...
....Read more...
Type: Permanent Location: Sandusky, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:32
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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...
....Read more...
Type: Permanent Location: Clinton Township, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:32
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Flushing, US-MI
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:31
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Valparaiso, US-IN
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:30
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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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:30
-
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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Georgetown, US-TX
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:29
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Are you passionate about shaping the future of collateral management in a leading global financial institution? Join the Commercial & Investment Bank (CIB) Treasury team in a unique role supporting the collateral infrastructure for both firm and client obligations across securities financing and derivatives transactions.
As a Collateral Eligibility Business Architecture VP, you will be responsible for data governance, product roadmap, business integration, and ongoing support for J.P.
Morgan's industry-leading Collateral Eligibility Service (CES).
Initially focused on collateral eligibility for liquidity stress testing, the role will expand to encompass the CIB's broader collateral optimization, analytics, and mobilization business architecture.
Job responsibilities
* Lead firm-wide collateral eligibility data governance, including data modeling, capture, and translation across all Lines of Business (LOBs) and eligibility sources.
* Support the evolution, product roadmap, and business integration of the Collateral Eligibility Services (CES) across all principal LOBs and Collateral Services (Tri-party and Agency Collateral Management).
* Partner with LOBs to align collateral eligibility capabilities, processes, and information to deliver value within and across LOBs.
* Lead the collateral innovation agenda to enhance eligibility setup and inquiry experiences through UI improvements, AI, and third-party solutions, exploring synergies across Collateral Services and Principal businesses.
* Provide insights into firm-wide collateral management business architecture for liquidity management, resolution planning, and LOB collateral and client/industry innovation.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field.
* 7+ years of relevant experience.
* Strong leadership and communication skills.
* Ability to gather, document, and communicate effective business requirements, distinguishing between business needs and wants.
* Proficiency in reading, understanding, and organizing large data sets.
* Expertise in transforming and integrating supporting processes and operating models for successful solutions.
* Strong governance skills are critical, given the involvement of various LOBs and supporting functions.
* Ability to effectively communicate and influence internal (cross-LOB leadership and supporting functions) and external (vendors and clients) stakeholders.
* Understanding of how to navigate various LOBs and comprehend the operations of our clients (sell-side and buy-side firms).
Preferred qualifications, capabilities, and skills
* Experience with low-code tools such as Alteryx and Python is ideal.
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 co...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:28
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Be a trusted advisor to our Commercial Bank clients.
Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
In this role, you will serve as the primary point of contact for each client assigned to your portfolio.
Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.
Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities
* Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
* Develop long term client relationships
* Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
* Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
* Proactively discuss client trends/issues with internal partners to further customize solutions for clients
* Actively participate in deal team meetings as new products and services are added to clients
* Influence internal partners to recommend products and services based on knowledge of client behaviors
* Learn and understand existing and upcoming technologies to support client consultation and requests
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required qualifications, capabilities and skills
* Data Analytics & Change Management experience
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 3+ years of client facing work experience
Preferred Qualifications, capabilities and skills
* Comprehensive knowledge of Treasury Services and/or Custom Card produc...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:27
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* 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
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Yakima, US-WA
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:26
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Five plus years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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, ...
....Read more...
Type: Permanent Location: Tallahassee, US-FL
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:26
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Portfolio Banker is for you.
As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
* Champion a culture of innovation and a customer centric mindset
* Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
* Minimum of Five years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to ...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:25
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Job Description
Bring your expertise to JPMorgan Chase.
As part of our Risk Management and Compliance team, 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 judgment 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 Senior Associate on the Card Risk Portfolio Analytics and Recession Readiness Team, you will lead analytical projects aimed at identifying credit risks.
You will be responsible for integrating insights from various sources for internal card portfolio reporting, cross-line of business analytics, and third-party data (e.g., bureau tradeline data).
Your tasks will include providing updates to executive leaders, responding to regulator requests, and supporting risk reporting and data validation processes.
This role requires thought leadership, analytical skills, collaboration, and attention to detail.
Your work will be critical in supporting our Risk Management efforts to identify and mitigate credit risk.
Job Responsibilities:
* Lead analytical projects to identify opportunities for mitigating risks that contribute to delinquencies and credit losses.
* Develop subject matter expertise for integrating data sources critical to the team's reporting and analytics functions.
* Communicate reporting and analytics findings to executive leadership and regulators.
* Support the team's reporting processes with original analysis and data validation.
Required Qualifications, Capabilities and Skills:
* Bachelor's degree.
* Minimum of 3 years of experience in risk management or financial services.
* Some technical skills required.
* Strong written and verbal communication skills, including the ability to present findings to senior management.
* High degree of initiative, self-direction, and excellent project management skills to manage competing priorities under tight timelines.
* Proven ability to collaborate and build strong partnerships.
* Intellectual curiosity, attention to detail, and a proven ability to learn quickly.
Preferred Qualifications, Capabilities and Skills:
* Master's degree in a related discipline.
* Knowledge of financial procedures and principles, with a strong understanding of consumer banking.
* Experience with SAS, Python, Tableau, and/or Alteryx.
* SQL experience preferred
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-01-21 07:24:24
