-
Cruise and Tour is enhancing its services for a seamless customer experience.
If you're eager to advance your travel career and exceed expectations, this opportunity is for you.
Join our team of Advisors to create unforgettable experiences and offer exclusive travel opportunities through Chase Travel.
You'll manage bookings, maximize memberships, and integrate all aspects of the journey, delivering a luxurious touch to travel.
Be part of enhancing engagement, satisfaction, and loyalty to Chase Travel.
As a Travel Advisor in the Cruise and Tour Department, you will assist our customers with cruise and tour packages, handle travel components related to their reservations, fulfill promotions, and conduct outreach to ensure a seamless travel experience.
You will showcase comprehensive travel consultation skills, including knowledge of destinations and travel products, along with problem-solving abilities, empathy, and active listening.
Your main responsibilities will include managing daily requests, coordinating pre-check requirements for ships or tours, booking travel add-ons, and accommodating special requests from our customers.
You will deliver exceptional service and contribute to establishing the Chase Travel brand as a leader in the travel industry.
Job responsibilities
• Be a trusted advisor, managing cruise and tour bookings, fulfilling promotions, and coordinating every detail for a seamless travel experience.
• Build lasting relationships with clients, understanding their needs and exceeding their expectations.
• Deliver accurate, valid, and comprehensive information using appropriate methods and tools.
• Showcase your expertise in destinations, travel products, and problem-solving, ensuring every journey is memorable.
• Handle daily requests, pre-check requirements, travel add-ons, and special accommodations with efficiency and care.
• Contribute to Chase Travel's reputation as a leader in luxury travel by delivering exceptional service and going above and beyond for every customer.
• Achieve team metrics and key performance indicators (KPIs).
Required qualifications, capabilities, and skills
• Two or more years of experience in the travel industry.
• Proven ability to manage booking and post-booking processes, with a strong focus on quality and compliance.
• Excellent communication, consultative service, and active listening skills.
• Adaptability and a customer-first mindset, ready to respond to diverse needs and requests.
• Commitment to ongoing learning, including e-learning modules and instructor-led training.
Preferred qualifications, capabilities, and skills
• Intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS).
Shift / Schedule information
• Schedules are based on the needs of the business and may vary; employees are not able to select their own shifts.
• Current operating hours: Mon-Fri, 8am-8pm CST; Sat & Sun, 8am-4pm CST.
• Hybrid work model: 3 days in o...
....Read more...
Type: Permanent Location: Heathrow, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:06
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any ot...
....Read more...
Type: Permanent Location: Walnut, US-CA
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:05
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:05
-
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...
....Read more...
Type: Permanent Location: Augusta, US-GA
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:04
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 10+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 20...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:03
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Little Rock, US-AR
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:03
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any ot...
....Read more...
Type: Permanent Location: Fullerton, US-CA
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:02
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Memphis, US-TN
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:02
-
Join a team shaping the future of digital payments and drive your professional growth.
Unlock your potential and make a meaningful impact in a fast-paced and innovative environment.
The Commercial & Investment Bank Custody Cash Operations is a part of our broader Security Services Custody Operations team which is responsible for end-to-end operational service to our custody clients.
Our Custody Cash Operations teams cover cash instruction capture and management, cash settlements, SWIFT Fail Management, Overdrafts, Foreign Exchange, Time Deposits and Payments Lifecycle Management.
As a Payment Lifecycle Associate within the Custody Cash Operations team, you will be tasked with ensuring the smooth operation of all client-related tasks.
This includes timely transaction processing, proactive resolution of exceptions, and acting as a knowledgeable single point of contact.
Your daily duties will involve executing routine tasks such as processing and verifying cash wires within a strictly controlled framework.
You will also be expected to review, analyze, and publish data from various reporting tools on a daily or weekly basis.
Additionally, you will be responsible for continually reassessing operational risks in response to changes in business deliverables, product implementations, legal and regulatory requirements, operating procedures, staff restructuring, and technological changes.
Job Responsibilities
* Execution of daily business as usual (BAU) tasks/activities which includes processing and verification of Cash wires in the most efficient and highly control framework-oriented environment.
* Scrutinize, review, analyze and publish data daily/weekly from multiple reporting tools and continually reassess the operational risk taking into account changing business key deliverables, product implementations, legal and regulatory requirements, operating procedures, restructuring staff and the impact of changing technology.
* Collaborate, conduct, and attend internal meetings with Product, Network, technology and Client service teams to add value, enhance client satisfaction and to gain business efficiency.
* Understanding Audit requirements and play a key role in audit reviews, internal Quality Analysis/Quality Control checks partnering with internal controls teams and external auditors.
* Ensure timely review, certification and re-certification of Cash function procedures, Operating Service Agreements and Business Resiliency plans.
* Manage and complete performance appraisals for direct reports and being a guide in career development by setting goals and objectives for Team Leaders and Operations Analysts.
* Create strategic back up plans in sync with the roles and requirements of the business and execute cross-trainings to ensure "knowledge-transfer" amongst all teams.
Required qualifications, capabilities, and skills
* Knowledge of custody cash operation services, ISO 20022 messages pacs.009, pacs.008, cam...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:01
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Layton, US-UT
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:00
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-19 09:51:00
-
The JPMorgan Chase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a partner to the Wealth Management CAO, providing comprehensive day-to-day operational support and guiding the advancement of key business priorities.
Whether leading initiatives across Wealth Management and the broader firm, developing business analyses that inform senior decision-making, or curating executive-ready presentations and coordinating leadership forums, the team ensures the CAO organization operates with clarity, alignment, and momentum.
As the Senior Associate Business Manager in the Wealth Management CAO Business Management team, you guide the optimization of the Wealth Management business by providing comprehensive day-to-day operational support and executing administrative functions and key initiatives.
Develop high-impact materials, executive-level reporting, communications, and advance business priorities and the people agenda.
Serve as a trusted advisor and counterbalance to the Head of CAO Business Management.
This dynamic role requires versatility to navigate a broad range of responsibilities and respond effectively to evolving business needs.
Success in this position demands exceptional communication skills, flexibility, and the ability to thrive in an environment characterized by ambiguity and change.
Building strong collaborative relationships with leaders and cross-functional partners across JPMorgan Chase Wealth Management is essential.
Job Responsibilities
* Guide and manage tactical initiatives on behalf of the function
* Create business analysis to support recommendations for senior decision making
* Organize weekly senior leader updates
* Curate executive-ready presentations and assist in preparation and follow-ups for various forums and events (e.g., offsites, business reviews, senior stakeholder meetings, conferences)
* Oversee and manage follow-up items to ensure proper sequencing and completion
* Interface with senior executives on the leadership team and build relationships across various stakeholders to enable the business to achieve its objectives
* Lead the Third Party Oversight Program for JPMWM, as well as other governance-related programs and audit tracking
* Develop internal communications and content for the organization
* Assist in prioritization, implementation, and measurement of key priorities, goals, and targets for the business
* Maintain a positive attitude and act as a team player in supporting team activities and initiatives
* Handle confidential information in a professional manner
Required qualifications, capabilities, and skills
* Demonstrate a high level of personal initiative and achieve challenging goals
* Exhibit leadership in various settings
* Build and maintain strong interpersonal relationships across all levels of the organization
* Communicate effectively and con...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:59
-
Unlock your potential as a Client Associate at J.P.
Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients.
Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships.
With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms.
Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience.
Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice.
Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence.
Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 18...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:58
-
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 on the Multinational Corporations, Middle Market Banking team, you will be the primary banker for a portfolio of accounts working independently and as part of a team to deliver comprehensive solutions to our clients in Multinational Corporations.
The Multinational Corporations team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of maintaining and deepening existing client relationships within the Multinational Corporations sector.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Manage on-going client relationship management and responsiveness, including, but not limited to, face-to-face meetings at the client company, as well identifying opportunities to deepen the existing relationship.
Coordinate with treasury management officers to add or expand treasury relationships with the clients
* Deliver Treasury and Credit solutions for clients, including coordinating with treasury management officers to add or expand treasury relationships with the clients.
In addition, assisting with processing credit requests, requests for amendments and waivers, in coordination with the credit underwriters.
Additionally, PB is responsible for ensuring that all opportunities are entered and managed throughout the TS and Credit pipeline.
* Work in conjunction with the Client Support Associates, the PB will be responsible to ensure the client's operational needs are serviced in a timely and high-quality manner.
The Portfolio Banker will also have responsibility for annual coverage review of product sets and delivering the products and services of the firm to clients.
* Oversee, escalate and resolve issues, including any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with MMBSI management and the appropriate escalation forum.
Supporting KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.
Required Qualifications, Capabilities and Skills
* 5+ years of middle market banking, treasury and credit underwriting experience with a focus on business relationships and client management
* Ability to work in large deal teams, is responsive, and an efficient and effective communicator
* Strong investigatory, due diligence and risk analysis skills
* Strong creative solution and problem solving abilities
* Able to work independently multi-task and handle a sizeable account load
* Understanding of Commercial Banking products and services and demonstrated experience meeting or exceeding sales goals
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:57
-
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: Des Moines, US-IA
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:57
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and ...
....Read more...
Type: Permanent Location: Miami Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:56
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and ...
....Read more...
Type: Permanent Location: Noblesville, US-IN
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:55
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and ...
....Read more...
Type: Permanent Location: Gurnee, US-IL
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:54
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exci...
....Read more...
Type: Permanent Location: Huntington, US-WV
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:53
-
At JPMorganChase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Co-Location Financial Center Manager in a J.P.
Morgan Center and Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Act as an ambassador of J.P.
Morgan, creating a personalized and exceptional customer experience.
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's engaging culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Share insights and utilize product knowledge to empower and mentor bankers, helping them identify client needs and build strong relationships with our team of experts.
* Engage in meaningful discussions about the markets, economy, and macroeconomic factors to enhance the knowledge and expertise of bankers and One Chase partners.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control env...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:53
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Palm Desert, US-CA
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:52
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to maintai...
....Read more...
Type: Permanent Location: Boynton Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:52
-
Join the Payments Planning & Analysis team, where you'll analyze and explain client profitability, enhance reporting, and improve transparency.
We value collaboration, innovation, and continuous improvement-creating an environment where your ideas are encouraged and your impact is visible.
Bring your curiosity and problem-solving mindset to a team where your contributions help shape the firm's financial future through a client profitability lens.
This role offers exposure to complex portfolios, shifting priorities, and high-impact initiatives.
As an Associate in Client Profitability Planning & Analysis, you will be responsible for playing a key role in delivering solutions across the Financial Planning & Analysis (FP&A) landscape.
You'll work closely with senior leaders and key stakeholders, partnering across Sales, Finance, and Business Management to help develop and implement client profitability models aligned to business objectives.
Your insights will inform pricing decisions and influence client relationships.
Sitting at the intersection of Products and Client segments, you'll contribute to broader Payments strategy while building a strong foundation in core corporate finance concepts.
You'll also leverage firmwide data and analytics to produce clear, decision-ready deliverables for senior management.
Job Responsibilities
* Support the design and rollout of Payments client profitability methodologies and growth strategies to strengthen client relationships.
* Serve as the subject matter expert for the Payments client profitability framework.
* Translate complex questions into clear, decision-oriented narratives for broad stakeholder audiences.
* Perform monthly reconciliations of client profitability results and deliver recurring financial reporting.
* Conduct variance and trend analysis to explain performance drivers.
* Build, maintain, and enhance financial models and analyses (recurring and ad hoc).
* Produce executive-ready qualitative and quantitative insights with recommendations.
* Integrate multiple datasets into cohesive storylines, deliverables, and management materials.
* Partner across FP&A, business lines, and support teams to align reporting, planning, and insights.
* Lead process improvement and automation initiatives to improve efficiency and scalability.
* Execute deep-dive analyses and ad hoc requests, identifying root causes and recommending actionable solutions.
Required qualifications, capabilities and skills
* Bachelor's degree in Accounting, Finance
* 3+ years of relevant FP&A experience (e.g., Planning & Analysis, Corporate Finance)
* Strong technical and analytical proficiency, including intermediate Excel (building models from scratch, PivotTables, INDEX/MATCH, SUMIF) and PowerPoint (creating charts/graphs; PitchPro experience)
* Demonstrated quantitative, analytical, and problem-solving ability, with a consistent track record of delive...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:51
-
Job summary:
As a Merchant Services Revisions Underwriter within the Fraud Ops.
organization, you'll use your critical thinking abilities to assess and evaluate the credit risk exposure and worthiness of newly boarded merchant accounts.
You'll play a key role in facilitating portfolio growth and mitigating loss.
You'll have the opportunity to evaluate case reviews that are triggered for abnormal processing behaviors.
On a daily basis, you'll review applications, websites, personal credit bureaus, and merchant fraud prevention tools to evaluate the legitimacy of merchants and their financial ability.
You'll also monitor for identification of weakening merchant processing profiles and detection of fraudulent transaction activity.
As a decision maker, you'll determine if merchants qualify for volume increases and whether Merchant Services will continue conducting business with the merchant or process adverse actions to mitigate fraud and risk exposures.
This role offers you the chance to make significant contributions to our team and company while developing your skills in underwriting and fraud prevention.
Job responsibilities:
* Perform post-boarding validation and financial analysis to mitigate credit risk from processing behavior exceeding approved thresholds.
* Review merchant applications, websites, personal credit bureaus, and fraud prevention tools to evaluate merchant legitimacy and financial ability while balancing risk exposure.
* Adjust and restructure projections while balancing financial viability versus exposure.
* Read credit reports (Experian/Equifax) proficiently.
* Calculate the notional risk associated with each applicant's business model and payment methods, following established procedures.
* Conduct information-gathering calls with internal and external parties to understand financial profiles and processing characteristics.
* Review business models and processing characteristics for existing merchants to ensure compliance with Payment Brand rules and regulations.
* Identify abnormal processing activity for fraud or suspicious activity to mitigate and prevent loss exposure.
* Identify weakening merchant processing profiles and detect fraudulent transaction activity or identity theft.
* Resolve time-sensitive and escalated requests; handle difficult or complex issues effectively.
Required qualifications, capabilities, and skills:
* Have four or more years of experience in credit lending, underwriting, and structuring.
* Possess prior fraud case management experience.
* Demonstrate significant accounting and finance knowledge.
* Exhibit strong verbal, written, and interpersonal skills.
* Apply strong analytical and problem-solving skills.
* Maintain exceptional accuracy and attention to detail.
* Utilize problem-solving and critical thinking skills with independent judgment.
* Assess merchants' needs quickly or escalate when necessary...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:50
-
Join a team at the center of financial data and analytics.
You will play a key role in ensuring data is accurate, governed, and ready to support business decisions.
This role offers the opportunity to work across teams, improve data quality, and contribute to critical finance processes.
As a Reference Data Product Senior Associate in the Planning and Analysis team, you support enterprise reference data used for forecasting, reporting, and analytics.
You partner with business stakeholders and technology teams to ensure data is accurate, governed, and fit for purpose.
You help deliver and operate reference data across key domains while driving data quality, governance, and continuous improvement initiatives.
Job Responsibilities
* Partner with stakeholders to gather, document, and validate requirements for reference data enhancements and issue resolution
* Translate business needs into user stories, functional specifications, and acceptance criteria
* Lead and coordinate testing activities, including planning, execution, and defect management
* Perform and oversee recurring operational processes such as data validation, exception review, and reporting
* Monitor and improve data quality across domains, including completeness, accuracy, and consistency
* Manage the lifecycle of data issues, including root-cause analysis and stakeholder communication
* Maintain and enhance reference data documentation, including definitions, hierarchies, and mappings
* Partner across finance, risk, operations, and technology teams to standardize data structures and usage
* Support onboarding of new data consumers and updates to existing data structures
* Contribute to initiatives that enhance scalability, controls, and governance of data platforms
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in finance, business, information systems, or a related field, or equivalent experience
* 3+ years of experience in business analysis, data analysis, or data operations
* Strong experience in requirements gathering, documentation, and stakeholder management
* Experience supporting testing activities and managing defects in a structured delivery environment
* Proficiency in SQL for data analysis and troubleshooting
* Strong analytical and problem-solving skills with attention to detail
* Excellent written and verbal communication skills with the ability to work across business and technical teams
Preferred Qualifications, Capabilities, and Skills
* Experience with reference or master data concepts, including taxonomies and data governance
* Familiarity with large-scale data platforms
* Experience with data quality frameworks and performance monitoring
* Experience working in agile environments using tools such as Jira or similar platforms
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-06-19 09:50:50