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Elevate your career as a Project Manager II with us, where your operational expertise and leadership will drive transformative projects and shape the future of our industry.
Join a dynamic team that values innovation and collaboration, offering unparalleled opportunities for professional growth and mobility.
Leverage your expertise in operations management, process optimization and cross-functional project delivery, while enjoying a supportive environment that champions your success.
Be part of a company that invests in your development and celebrates your achievements.
Your next big career move starts here!
As a Project Manager II within JPMorganChase, you will play a pivotal role in leading and managing strategic programs and initiatives from conception to execution.
Equities Operations spans multiple business units within the Corporate Investment Bank, including: Global Clearing, Equities Derivatives Group, Cash Equities, Prime Cash, Synthetics, and Stock Borrow Loan.
The Equities Operations Transformation team manages the end-to-end implementation of projects from industry-driven change, digital solutions, automation and business expansion globally.
Your work will have a significant impact on operational processes and outcomes ensuring alignment of operations with our business strategy and vision.
You will apply your knowledge of project management, operational effectiveness, and process improvement, leveraging your skills in data analytics, digital proficiency, and cross-functional collaboration to drive success.
Job responsibilities:
* Lead the planning and execution of complex, cross-functional projects across Equities, utilizing your skills in data analytics and digital proficiency to deliver results aligned with business strategy.
* Develop and manage integrated project plans, ensuring appropriate resources are assigned and milestones are met, while regularly communicating progress to stakeholders.
* Maintain a robust and auditable governance process to ensure accurate and timely delivery of overall project.
* Regularly communicate progress, update, risks and issues to a diverse group of stakeholders.
* Ensure all projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines, maintaining our control environment.
Required qualifications, capabilities, and skills:
* Proven expertise in managing or leading complex projects or programs from inception to execution, demonstrated through 4 plus years of experience or equivalent.
* Demonstrated ability to apply advanced analytical, technical, and problem-solving skills in a project management context.
* Experience in project governance and stakeholder management.
* Strong interpersonal, verbal and written communication skills.
* Effective presentation skills, at all levels.
* Automation to streamline project workflows and increase operational efficiency.
* Foster a culture of innovation by en...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:25
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Develo...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:24
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Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.
As a Product Portfolio Operations Manager in HR Employee Development & Performance (ED&P), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line.
Job responsibilities
* Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
* Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
* Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
* Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
* Adapt and evolve the product-line control framework to address cross-product priorities, optimize sequencing, and manage trade-offs
* Oversee business operations to ensure product lines adhere to robust control standards while accelerating time to market
* Serve as a subject matter expert to Product Managers, ensuring compliance with regulatory, legal, and industry requirements
* Represent the business in partnership with Control Management, providing insights into business roadmaps and addressing control and process-related inquiries
* Manage the AI/ML inventory, ensuring operational processes meet evolving control standards and are updated as technology advances
* Lead the automation of manual operational reporting and related processes to improve efficiency
* Develop control-related training materials to educate and advise product and partner teams, leveraging Learn and Performance processes
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in program management, performance optimization, or related fields
* Proven ability to manage and implement operational effectiveness initiatives
* Proven ability to operate within the product development life cycle and agile methodologies
* Demonstrated success in managing and executing operational effectiveness initiatives
* Strong understanding of risk management frameworks, industry standards, and financial industry regulatory requirements
* Exceptional analytical and problem-solving skills, with a keen attention to detail
* Excellent time management and organizational skills, with the ability to prioritize and manage multiple assignments simultaneously
* Proven ability to build strong relationships and collaborate effectively across cross-functional teams and st...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:21
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Commercial and Investment Bank, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Proven experience as a UI Developer using React, JavaScript, HTML5, CSS3, and responsive design principles.
* Strong understanding of UI/UX principles and best practices, with the ability to create visually appealing and user-friendly interfaces.
* Experience with frontend state management libraries such as Redux
* Proficient in coding in Java, Spring Boot, JPA, SQL, REST
* Experience with event driven architecture using Kafka
* Experience building RESTful backend applications (Spring Boot) and good relational enterprise databases (Oracle) experience
* Experience with version control systems, such as Git.
* Strong knowledge of CI/CD e.g.
Jenkins
* Experience in developing, debugging, and maintaining code in a large corporate environment
* Solid understanding of cross cutting concerns such as Application Resiliency, and Security
Preferred qualifications, capabilities, and skills
* Knowledge of UI testing frameworks and tools, such as Jest, React Testing Library and Enzyme
* Familiarity with backend JavaScript frameworks (Express)
* Familiarity with Groovy and Gradle
* Familiarity with containerization technologies such as Kubernetes or Docker
* Exposur...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:19
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You are passionate about delivering solutions to clients, and have experience in relationship management within payments.
As a Strategic Sales Business Development Representative within our Merchant Services team, you will be a strategic thinker, passionate about delivering payment solutions to clients.
You will leverage your experience in relationship management within Payments to sell our services to both new and existing clients.
This role provides an opportunity to communicate with key decision-makers at various levels and propose solutions from our payment solution portfolio.
Your strong organizational skills and ability to multi-task will be crucial in this fast-paced environment.
Job Responsibilities:
* Largely reactive role that can execute against various initiatives freeing up proactive capacity within the SMB Sales Organization
* Perform with a nimble approach to execute against various front book and back book initiatives
* Lead nurturing campaigns in partnership with Marketing (unable to contact/stale leads)
* Handle inbound leads for marketing experiments - triage and perhaps convert to an opportunity for sales team in some cases, or work the opportunity in others (e.g., new populations, complicated offers)
* Cultivate relationships with existing merchants to create testimonial opportunities
* Set up merchant accounts for small business clients that need to accept credit cards as a form of payments
* Help to craft the onboarding experience that sales will use to onboard new merchants, key stakeholder in the development of our new payment platform
* Execute on future product pilots prior to general availability
* Learn about Value Added Services offerings as they become available and cross sell them into the existing merchant book of business to add revenue, increase loyalty and reduce client attrition
* Manage multiple prospects/customers and different stages of sales funnel and decrease time to revenue
* Participate in an active feedback loop with sales leadership, marketing, product, and commercialization to prove out effectiveness of various products and programs
Required qualifications, capabilities and skills:
* Minimum 2 years of sales experience and/or Bachelor degree.
* Strong telesales, written communication, and interpersonal skills.
* Excellent organizational skills and ability to manage multiple sales programs simultaneously.
* Quick retention of training information for accurate application.
* Advocate for process improvement and proactive in providing feedback.
* Innovative thinker and agent of change.
* Ability to multitask and thrive in a fast-paced environment.
* Detail-oriented and focused.
* Proficient in Salesforce CRM and managing a sales pipeline.
Preferred qualifications, capabilities and skills:
* Bilingual is a plus.
* Experience in merchant services sales, relationship management, or banking
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:14
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You will play a pivotal role in driving financial success by leading expense management, innovative solutions, and impactful reporting.
As the Business Analysis Director in the Payment Network Office, you will have an integral part in driving the overall financial goals of the firm by managing expenses from the payment networks.
To do this you will minimize under-utilized optional services, partner with product engineers to develop solutions that accurately pass thru these expenses to our merchants, triage billing issues, manually bill in instances there is not a systemic billing option.
This role is a highly visible one with regular reporting to senior management on expense reduction opportunities and historically has been responsible for tens of millions of dollars in annual expense reduction.
Job Responsibilities
* Lead a high-performing team of data analysts responsible for validating billions of dollars in annual expenses, ensuring accurate merchant billing, managing manual billing activities, estimating financial impacts of new mandates, and validating brand updates.
* Drive expense management by building and executing a strategic roadmap to reduce overall network costs.
* Partner with relationship management teams to support network contract negotiations.
* Serve as a subject matter expert on network expenses, contributing to modernization initiatives.
* Champion automation and innovation by developing ML/AI solutions to streamline manual processes across the payment network office and beyond.
* Mentor junior associates to foster professional growth and team development.
Required qualifications, capabilities and skills
* 8+ years in payments, ideally working for an acquirer, payment network, or fintech.
* 3+ years managing a high-performing team.
* Demonstrates Strong data analytics skills with experience in at least two of the following: SQL, SAS, Python, Essbase, R, Alteryx.
* Illustrates deep knowledge of the overall payments' ecosystem, including transaction economics (interchange and scheme fees).
* Ability to partner cross-functionally with all areas of the business.
Preferred qualifications, capabilities, and skills
* 10+ years in payments, ideally working for an acquirer/processor, payment network, or fintech.
* Advanced degree in Data Science, Statistics, Computer Science, Economics, or related quantitative field.
* Undergraduate degree.
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...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:11
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About The Team:
The J.P.
Morgan Wealth Management Business fits into the larger Consumer Business.
We partner closely with our consumer partners to deliver a full suite of solutions for every client.
The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business.
This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience.
The Practice Management and Advisor Development team supports both leaders and advisors in the branch and in the centralized advisor centers.
This is a highly visible team with extensive interaction with senior management across all functions and Lines of Business to drive meaningful change across the business.
Our goal is to help advisors successfully engage with clients.
The Advisor Development Team supports the development of branch based advisors through a national new hire framework.
Practice management concepts are the foundation of the new hire framework and is complemented with dedicated coaching, leadership alignment and milestone completion.
The Role:
The Program Specialist is responsible for supporting the overall program operations of the Advisor Growth Program.
The Program Specialist will assist in the execution of national training by ensuring participants progress through the framework with a consistent experience.
This role will also partner closely with multiple members of the team expanding from field execution to program coordination.
Core Responsibilities:
* Partner closely with onboarding and field leadership to prepare participants for the new hire framework
* Execute daily/weekly/monthly routines through calendar management, participant/stakeholder communications and reporting
* Address incoming stakeholder and participant inquiries regarding program operations and experience
* Create and maintain monthly schedule of milestone activities and deliverables
* Monitor participant progress through monthly milestones, learning sessions and communicate completion of required activities
* Execute participant and stakeholder scorecards
* Manage participant progress within the program
* Support overall program operations and initiatives
* Optimize existing processes to enhance efficiency
Qualifications:
* 3-5 years broad business experience, preferably in the wealth management industry
* 1+ years of experience in program, product or project management experience preferred
* Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
* Advanced knowledge in Alteryx and Tableau
* Ability to multi-task and adapt to changing priorities
* Exceptional...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:10
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If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you.
Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorgan Chase within the Merchant Payments team of Commercial Investment Banking org, you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products.
You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains.
Job responsibilities
* Engages business and technology stakeholder to discuss and propose design approaches to meet current and future needs of various business initiatives
* As a member of the team, build trusted relationships with business and technical decision makers in the customer's organization to provide business and technical thought leadership,
* Identifies opportunities to modernize platform capabilities along with business initiatives
* Helps define strategy, roadmap for product go to market and breakdown of technical delivery
* Helps define the target state of their product and drives achievement of the strategy
* Participates in architecture governance bodies
* Evaluates recommendations and provides feedback on business needs, options to get to market
* Executes creative software solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information
* Practical cloud native experience
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Strategic mindset in shaping digital transformation for payments business - includes digital onboarding, self servicing experience for clients, partner integration
* Strong experience in web developer frameworks, web architecture, mobile frameworks
* Strong experience in APIs - api standards, functional, governance
* Strong experience in Identity and access management includes partner integration via APIs or webStrong experience in acquiring / merchant services payment understanding
* Experience with in-store or eCommerce merchant payments
* Ability to understand business requirements, create design, create technical delivery roadmap and technical know how's
* Strong technical ...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:10
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Organization Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P.
Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
The Senior Estate Planning Innovation Lead will join J.P.
Morgan Private Advisory.
This individual will be expected to lead the digital transformation of the estate planning offering, driving the design and implementation of innovative technology solutions to enhance the client and advisor experience.
Job Description
Estate planning advice is a critical topic for high net worth individuals, especially in understanding how their balance sheet interacts with their estate planning documents.
We are seeking a highly skilled and experienced professional to lead the digital transformation of our estate disposition offering, which helps our clients understand the structure and eventual implications of their estate planning documents on their assets and beneficiaries and heirs.
This role is pivotal in bringing to life our vision for a platform that will enhance the capabilities of our estate planning review team and provide valuable insights to advisors and clients.
The ideal candidate will have a strong background in estate planning and tax, preferably with a legal or accounting background, and experience in project management and digital technology development.
Success in this role will be defined by the successful implementation of a digital solution that scales our estate planning review services, enabling more advisors to engage their clients in this dialogue, and enhancing and deepening client relationships.
Job Responsibilities
* Build a deep understanding of J.P.
Morgan's existing estate disposition analysis capabilities.
* Develop and execute a strategic vision and roadmap for the digital transformation of the estate disposition offering.
* Partner closely with Product and Technology teams to ensure the successful design, development, and implementation of the digital estate disposition analysis platform.
* Collaborate with cross-functional teams, including estate planning review team, wealth advisors, and Private Bank advisors, to gather requirements and ensure the platform meets user needs.
* Provide subject matter expertise in estate planning and tax matters to guide the development of the platform, with an eye towards ensuring accurate implementation and user efficiency.
* Partner with Private Bank business stakeholders to lead the go-to-market approach, drive adoption and training, and scope advisor support needs.
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:09
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Organization Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P.
Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
The Senior Tax Strategist will join the Tax Strategy team within J.P.
Morgan Private Advisory and report directly to the Head of Tax Strategy.
This individual will be expected to develop and deliver thought leadership, insights, and advice to advisors, clients and prospects on tax-efficient wealth structuring techniques and strategies used across the high net worth wealth spectrum.
Job Responsibilities
* Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs.
* Author or contribute to timely thought leadership to be shared with clients and prospects.
* Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them.
* Work with partners across both the Private Bank and the firm to develop tax-efficient solutions and strategies addressing our clients' changing needs.
* Support clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients often employ.
* Educate internal partners and Private Bank advisors on foundational tax concepts and the tax-efficient investments.
* Build and maintain a strong professional network with external tax and legal advisors who work with our clients and prospects
* Demonstrate expertise in the tax implications and structuring of a wide range of investment products, including equities, fixed income securities, derivatives, structured notes, private placements, and alternative investments with an emphasis on solutions relevant to high net worth clients.
Qualifications, Capabilities, and Skills
* Bachelor's degree required; JD or CPA
* 8 years+ of work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management, or in related, specialized professional services firms
* Knowledge of investment products, income taxes, transfer taxes and estate planning, as well as related fields of law, for high net worth individuals
* Ability to work independently and as a team player
* Hard working with ability to perform under ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:08
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
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
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* 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
* Deep local connections and market knowledge
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
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.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesse...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:07
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You are customer focused, enjoy building relationships and bringing in new clients.
A role as a Business Development Executive is for you.
As a Business Development Executive in Mid-Corporate Banking, you will be responsible for growing and retaining profitable relationships, while championing a culture of innovation and a customer centric mindset.
Reporting to the Region Manager you will be responsible for leading the business development efforts for Middle Market Banking in the region.
Your primary role will be to help grow the business through client acquisition.
You will be responsible for identifying and qualifying prospects and introducing our banking team, credit staff and other product partners as appropriate.
This role is an opportunity to showcase your experience in business development, your ability to work independently, and your excellent partnership and marketing skills.
Job Responsibilities
* Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce our prospects to our product capabilities
* Propel top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
* Serve as mentor and coach to the banking team and lead the region's prospecting activities.
This may include cross-selling of existing clients when appropriate
* Measure success by your effectiveness in many marketing areas, including but not limited to: calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships with centers of influence, and propensity to help build the franchise for the long term
Required Qualifications, Capabilities and Skills
* 10 years of direct client management, lending, credit support, or similar industry related experience
* FINRA Series 63, 79 and Securities Industry Essentials licenses required or ability to obtain licenses within 180 days of hire
* Extensive knowledge of Commercial Banking products and services
* Experience in cross-selling products, and a track record of meeting or exceeding sales goals
* Strong business development skills; including tactical selling and negotiation
* Ability to partner well; i.e., develop and maintain positive and productive internal relationships with product partners, credit executives, senior management, client service, etc.
* Excellent verbal and written communication skills - including proposal writing and public speaking
Preferred Qualifications, Capabilities and Skills
* Bachelors degree preferred
* Formal bank credit training is preferred
* Strong creative solution and problem solving 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 un...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:05
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
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 lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* 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
* Deep local connections and market knowledge
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, experience, skill set and location.
Those in eligi...
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:04
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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 on the Climate Technology Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Climate Technology Banking.
The Climate Technology Banking 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 client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Climate Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Build and maintain relationships with key Venture Capital partner-level investors in the Boston ecosystem who are deploying equity into Climate Tech
* Apply knowledge of Climate Tech life cycle to help founders source the capital they need to successfully grow and scale their businesses
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 5+ years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Eco...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:03
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities:
* Act as a primary interface with our Mid-Cap Investment Banking Team
* Acquire new clients and maintaining and deepening a portfolio of relationships.
* Act as the interface between our financial sponsors team and portfolio companies
* Growing and retain profitable relationships within the Mid-Corporate Banking target market
* 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 of lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* 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
* Deep local connections and market knowledge
* Corporate finance expertise and strong transaction execution skills
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills:
* Bachelor's degree and formal credit training
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
* 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...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:03
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
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 lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* 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
* Deep local connections and market knowledge
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
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.
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 ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:02
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
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 lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* 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
* Deep local connections and market knowledge
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, experience, skill set and location.
Those in eligible roles may rece...
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Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:00
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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 Commercial 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 Commercial Bank.
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 J.P.
Morgan Merchant Services.
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 Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market)
* 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 forinnovationor strategic partnerships
* Find ways tofurtherefficiency 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
* 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
* Ex...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:00
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:55
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If you want to support initiatives and execute ongoing processes in Specialty Finance Business Banking the Specialty Finance Advisor Senior role is for you! In this role you will help serve the needs of businesses with $.5million to $20 million in revenue.
As a Specialty Finance Advisor in Business Banking, you will provide critical and strategic SBA product expertise and Commercial Real Estate product expertise to Business Relationship Managers (BRM).
The Specialty Finance Business Lending Advisor is responsible for consulting and partnering with BRMs to assess the SBA financing needs and Commercial Real Estate financing needs of existing clients and prospects and identify, structure, and close loans successfully.
Job Responsibilities
* Act in a business development capacity as the subject matter expert to identify steps/strategies necessary to develop the SBA and Commercial Real Estate portfolio including development of referral sources and joint calling with BRMs on clients and prospects; achievement of targets for assigned markets while following appropriate risk protocols and best business practices and maintaining client satisfaction.
* Identify client needs, develop client solutions, and partner with other product groups or lines of business when client needs dictate
* Structure and price loans for clients adhering to bank policies and government regulations
* Determine if client meets preliminary SBA eligibility requirements
* Act as primary point of client contact during the post application submission, eligibility and post approval phase of the process which includes obtaining critical documentation
* Monitor loans through the pipeline, closing and booking stage
* Manage client expectations for products and overcome objections
* Provide a high level of service to clients throughout the loan cycle
* Educate BRMs and Chase partners on how to identify SBA and Commercial Real Estate loan opportunities by providing product information, eligibility requirements and coaching
* Develop and maintain relationships with SBA District Offices and Certified Development Companies
* Maintain up-to-date knowledge of Chase Credit Policy and SBA Standard Operating Procedures
Required qualifications, capabilities, and skills
* Minimum of 7 years of relationship development experience in commercial/business banking
* Minimum of 2 years of SBA and Commercial Real Estate lending experience
* Bachelor's degree in finance, Marketing or related business field or equivalent work experience
* Thorough understanding and knowledge of SBA products along with industry standards and rules/regulations
* Strong communication skills with individuals at all levels, internally and externally
* Proven negotiating and business credit skills
* Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals
* Ability to work in ...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:53
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Fitchburg, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:52
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B ring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Credit Risk Associate on the Infrastructure & Green Economy Credit Risk team, you will work with senior team members and engage with Investment Banking, Global Corporate Bank, Infrastructure Financing & Advisory, Markets and other partners throughout the Bank.
Our team structures new and manages a portfolio of existing loans and related credit exposure to greenfield and brownfield projects across multiple sectors, including energy, power, renewables, energy transition, emerging green technology and transportation assets.
This role provides an opportunity to enhance analytical skills on highly structured transactions across a range of industries in a fast paced and highly competitive environment.
Job Responsibilities
* Interface closely with business teams to develop diligence questions by reviewing contracts, forecasts/budgets, financial statements, construction reports, operating reports, etc.
* Use strong analytical and problem-solving skills to understand and identify risks and recommend loan structures which sufficiently protects JPM's interests in various structured transactions
* Build and maintain financial models to incorporate the impact of forward-looking risk assessment on key drivers
* Support execution of transactions, reviewing/structuring of finance and commercial contracts, making recommendations as to appropriate capital structure, exposure levels and risk grading
* Apply corporate finance and accounting expertise to prepare credit memorandums, take ownership of credit approvals and booking processes
* Perform portfolio management activities including analyzing amendment and waiver requests, periodic credit reviews, ongoing counterparty and industry credit analysis, monitoring of trading limits and appropriate credit ratings and negotiating documentation revisions, etc.
* Stay current on all aspects of assigned clients, including industry trends, portfolio performance, compliance with covenants, current events and news, potential risks and opportunities
Required qualifications, capabilities, and skills
* Bachelor's degree in a quantitative discipline
* Minimum 3 years of credit risk experience within financial markets
* Strong financial modeling skills and familiarity with financial statements (including ability to analyze capital structure, profitability, project build costs and cash flow)
* Understanding of client and capital markets processes, credit risk mana...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:50
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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...
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Type: Permanent Location: Medford, US-OR
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:47
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to inf...
....Read more...
Type: Permanent Location: Glendale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:46
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to inf...
....Read more...
Type: Permanent Location: Glendale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:43
