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Reset Representative
Company: ABARTA Coca-Cola Beverages
Job Location: 4900 Cleveland, OH
Other Potential Locations: Cleveland, OH
We are actively seeking enthusiastic team players who want to work with the world's most trusted and iconic brands.
About ABARTA
ABARTA Coca-Cola Beverages is a family-owned company committed to being a visible, engaged partner to the customers and communities we serve.
We value diversity and individuality and when you thrive, we thrive.
ABARTA offers the perks of a large corporation with the personalized touch of a smaller company.
We are a workplace that encourages sharing ideas in a supportive environment, growing professionally, maintaining a healthy work/life balance, and interacting with all levels of the organization.
We would love for you to become a part of our family to help make our vision of Quenching the Thirst of Our Neighbors a reality!
Summary
Responsible for performing merchandise resets and rack/display placements as designated by pre-established plan-o-grams.
Supports the Sales Center's / Market Unit's volume by ensuring the product is properly merchandised.
Shift: Monday - Friday 7:00 a.m.
- 3:30 p..m.; Ocassional Saturday's
Responsibilities
* Work in teams to perform resets of assigned stores using pre-established plan-o-grams.
* Ensure package, brand, and promotional goals are reflected in the store sets.
* Maintain a safe and unobstructed work environment during reset activities.
* Perform all other tasks as assigned by the supervisor.
* Direct the work activities of other team members that may consist of co-workers and/or persons from different beverage companies in the implementation of the reset activity.
* Provide adequate communication to the customer on the changes to the store as a result of the reset activity.
* Account forthe retailer's needs before and after the reset.
* Make decisions and present workable solutions as issues arise during reset activity.
* Follow established company Safety, Health, Environment, and Quality procedures and policies.
* Actively participate in Hazard Mitigation.
* Complete assigned Health & Safety trainings.
Qualifications
* High School Diploma or equivalent required.
* 1-3 years of general work experience required.
* Specific customer service and beverage industry experience preferred.
* Experience working with minimal supervision preferred.
PHYSICAL REQUIREMENTS/ENVIRONMENT/WORKING CONDITIONS
* Regular bending, kneeling, pulling, and/or lifting of 50+ pounds and climbing.
* In customer accounts, occasional hot/cold environments.
* This position requires more than 50% travel by car.
Additional Information
ABARTA Coca-Cola Beverages, LLC applicants must submit to a background verification process prior to commencing employment with the company.
Employment with ABARTA Coca-Cola Beverages, LLC is contingent on a pre-employment background check which m...
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Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:49
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How you will change lives As a Patient Care Technician (PCT) at US Renal Care, you will be an integral part of a cross-functional team providing care and delegated activities of treatment to patients.
The PCT will work under the supervision of a Registered Nurse (RN) or Charge Nurse (CN) for patients with renal failure.
What you'll be doing Patient care.
You will work directly with patients to provide safe, comfortable, and high-quality dialysis treatment.
Responsibilities include gathering patient stats before and after treatment, initiating treatment, monitoring patients during treatment, terminating treatment, and collecting patient blood samples per physician orders.
Technician Duties.
You will ensure quality comes first by preparing machines for hemodialysis treatments, cleaning and disinfecting machines after treatment, and conducting machine safety checks and logging results for quality control, ensuring all protocols and regulations are followed.
Safety and Quality.
You will use appropriate safety measures, including personal protective equipment.
Working under the supervision of a Charge Nurse, you will adhere to all company policies, procedures, and state/federal laws and regulations.
You will participate in all required staff meetings and continuing education offerings.
PATIENT CARE TECHNICIAN
STATE SPECIFIC BOARD OF NURSING REQUIREMENTS
California
* Must possess current Certified Hemodialysis Technician (CHT) certificate from California Department of Public Health (CDPH) at time of hire OR
* Hired at USRC location recognized by state of California as an approved dialysis technician training program and obtain California state certification (CHT) within six (6) weeks of successful completion of training program.
Maryland
* Must possess current Certified Nursing Assistants -- Dialysis Technicians (CNA-DT) certificate from Maryland Board of Nursing OR
* Hired at USRC location recognized by state of Maryland as an approved dialysis technician training program and obtain Maryland CNA-DT certificate within three (3) months from date of hire OR
* Out-of-state applicant must have active BONENT certification and provide proof of initial application for CNA-DT certification.
New Mexico
* Must have New Mexico dialysis technician certificate at time of hire OR
* Hired at USRC location recognized by state of New Mexico as an approved dialysis technician training program and obtain New Mexico state certification within six (6) months of successful completion of training program OR
* New Mexico certification of hemodialysis technician is required for out of state applicant with active state or national hemodialysis certification; must obtain New Mexico state certification prior to working as a Certified Hemodialysis Technician.
* After January 1 st , 2024, all initial applications for the certified hemodialysis technician will require a national hemodialysis technician certificate.
* The applic...
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Type: Permanent Location: New Carrollton, US-MD
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:41
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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 a...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:40
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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: Bloomfield Hills, US-MI
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:40
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Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients.
As a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.
The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
Job responsibilities:
* Act as key advisor to the client, providing advice and consultation on decision making
* Act as client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
* Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
* Use product knowledge to recommend and participate in product enhancements and service delivery plans
* Convey complex ideas and client issues with confidence
* Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Required qualifications, capabilities and skills:
* Minimum 2 years of relevant industry and/or functional experience
* Understanding of core Treasury Services product sets
* Ability to present oral and written communication in an organized, clear and confident manner
* Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
* Ability to partner with internal colleagues and external clients
* Applies sound judgment during the decision making process; evaluates risk factors
* Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also o...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:39
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As a Lead Software Engineer at JPMorgan Chase within our agile engineering team, you will architect, design, and deliver robust, market-leading technology solutions that are secure, stable, and scalable.
You will play a pivotal role in driving critical technology initiatives across multiple domains, supporting the firm's strategic business objectives.
Your expertise will be instrumental in elevating our engineering standards and fostering innovation within the organization.
Job Responsibilities
* Lead the design, development, and implementation of scalable platform solutions, leveraging advanced troubleshooting skills and innovative approaches to address complex infrastructure and integration challenges.
* Develop and maintain high-quality, secure production code and automation scripts, ensuring seamless integration and reliability across enterprise platforms and infrastructure.
* Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
* Produce comprehensive architecture and design documentation for complex applications, ensuring all design constraints and best practices are adhered to throughout the software development lifecycle.
* Gather, analyze, and synthesize large, diverse data sets to develop actionable visualizations and reporting, driving continuous improvement of software applications and system performance.
* Proactively uncover hidden issues and patterns within data, leveraging insights to enhance coding standards, system architecture, and overall application resiliency.
* Contribute to internal software engineering communities of practice, actively participating in events and initiatives that explore emerging technologies and industry trends.
* Champion a team culture rooted in diversity, inclusion, respect, and opportunity, mentoring junior engineers and fostering a collaborative environment.
Required Qualifications, Capabilities, and Skills
* A.
Formal training or certification on software engineering concepts and 5+ years applied experience ( NAMR/APAC - India/ LATAM/ Hong Kong)
B.
Formal training or certification on software engineering concepts and advanced applied experience (EMEA/LATAM-Brazil)
C.
Singapore follow local country guidance
* Demonstrated experience leading effective use of approved AI-assisted software development tools (e.g., for coding, code review,...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:38
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Market Executive - Innovation Economy, Technology - Managing Director
You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients.
A role as a Market Executive on the Technology team in our Innovation Economy business is for you.
As a Market Executive on the Innovation Economy - Technology Banking team, you will be responsible for growing and retaining profitable relationships across the Southeast Region.
You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships.
In this role you will be expected to maintain a portfolio of your own while leading the banking team.
The team focuses on building relationships with the leading innovators across local ecosystems and with Technology Sector expertise, specifically in Software and Applied Technology (Robotics, Defense, SpaceTech, Quantum, Digital Infrastructure) and Software: vertical and horizontal software, infrastructure, cybersecurity and artificial intelligence.
The Technology team is part of J.P.
Morgan's Commercial Bank in its Innovation Economy Banking 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.
The ideal candidate will be positioned to be a leader in the Southeast Region from DC to Florida with expertise across all stages Series A to larger mature companies, with deep banking experience and a strong network.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents 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
* 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
* 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 drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, C...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:37
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Be an essential member of a diverse team of professionals dedicated to making a lasting impact! Join our Home Lending Decision Science team as we build a stronger Product Strategy function to prioritize the next wave of innovation and optimization.
You'll be at the center of it, building crisp executive insights and clear business cases that shape what gets funded and built.
As a Vice President, Analytics Strategy Lead in Home Lending Decision Science, you'll be the analytics partner to Product Strategy, helping leaders choose what to do next and why.
You'll shape the questions and approach, and deliver executive-ready recommendations with impact sizing, tradeoffs, and business cases.
You'll direct the analysis and own the answer, coordinating across a matrix of teams and analysts to get the right work done.
You'll be expected to ask "why," challenge weak logic, and drive work to a conclusion.
Job Responsibilities
* Own a portfolio of executive-facing analytics for Product Strategy; frame hypotheses, define success metrics, and deliver clear recommendations that help leaders prioritize innovation and optimization work.
* Anticipate the questions leaders will ask, such as risks, tradeoffs, confidence level, and edge cases, and answer them in the first version of the work.
* Coordinate across a matrix of analysts; align scope, roles, and timelines, and set the standard for what executive-ready looks like.
* Partner with Strategy, Product, Marketing, Originations, Finance, and Technology to source context, data, and constraints, and make sure the analysis answers the real question.
* Quantify impact and tradeoffs, including ROI where relevant; challenge assumptions and call out what would change the recommendation.
* Translate complex analysis into concise takeaways and visuals that help senior leaders decide.
* Conduct targeted research (market, competitor, and internal performance) to support prioritization proposals and business cases.
* Manage multiple priorities and tight timelines while maintaining analytical rigor and strong controls around accuracy and results.
Required qualifications, capabilities, and skills
* Strong track record turning analysis into clear, executive-ready recommendations (tight story, clean numbers, clear "so what").
* Ability to lead work through influence in a matrixed environment, aligning teams, driving timelines, and raising quality without relying on reporting lines.
* Robust analytical foundation: hypothesis-driven problem solving, comfort with ambiguity, and sound judgment on what's good enough versus what needs deeper work.
* Advanced SQL and working experience with at least one analytics language or tool (Python, R, or SAS) to self-serve, review work, and guide approach.
* Ability to guide, influence, and manage stakeholders across multiple organizations is order to earn trust and move work forward.
Preferred qualifications, capabilities, a...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and ...
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Type: Permanent Location: Hyannis, US-MA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:36
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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
* Independently 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
* 6+ 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 ...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:35
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:35
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Step into a high-impact leadership role where you will partner directly with senior leaders, shape strategic initiatives, and promote operational excellence across the organization.
As a trusted advisor to the Head of Trusts & Estates and Tax Operations (TETO), you will influence key decisions, collaborate with top leaders, and make a visible difference in the success of the Trusts & Estates and Tax Operations (TETO) organization.
As a Vice President of Business Management within the Trusts & Estates and Tax Operations (TETO) team, you play a pivotal role in shaping strategic initiatives and supporting leadership to achieve business goals.
You oversee headcount and resource allocation, ensuring operational efficiency and partnering with leaders across finance, business management, and transformation to align strategies and deliver results.
You analyze business performance, provide actionable insights to guide decision-making, and prepare comprehensive reports for senior leadership.
You foster effective communication across teams and promote a culture of continuous improvement.
In this dynamic environment, you will use your leadership, analytical, and communication skills to tackle complex business challenges and make a meaningful impact.
Job responsibilities:
* Plan, monitor, and report on business operations and strategic initiatives to support organizational objectives.
* Drive and support leadership in achieving business goals for Trusts & Estates and Tax Operations (TETO).
* Lead and help manage Trusts & Estates and Tax Operations (TETO) headcount, including resource planning and strategy.
* Partner with Trusts & Estates and Tax Operations (TETO) leaders, finance, business management, and transformation partners to align and drive strategies and initiatives.
* Analyze business performance and provide actionable insights to inform decision-making.
* Prepare and present comprehensive reporting, including business reviews, OKRs, and ad hoc requests to senior leadership.
* Facilitate effective communication across teams.
* Foster a culture of continuous improvement and operational excellence.
* Manage confidential information.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Business Administration, Finance, or related field.
* Ten or more years of experience in business management, strategy, or related roles.
* Proven leadership and team management skills.
* Strong analytical and problem-solving abilities.
* Excellent communication and interpersonal skills.
* High level of integrity, professionalism, and attention to detail.
* Ability to partner/collaborate effectively with business and functional stakeholders across the organization.
* Demonstrated ability to manage complex business challenges in a fast-paced environment by quickly and effectively responding to rapidly changing business needs and urgent requests.
* Ability to...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:34
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to maintai...
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Type: Permanent Location: Spokane, US-WA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:33
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this posit...
....Read more...
Type: Permanent Location: Anaheim, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:33
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Westlake Village, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:32
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:31
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Mechanicsburg, US-PA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:31
-
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: Metuchen, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:30
-
Join a global team of quantitative specialists shaping how model risk is managed across complex financial systems.
You will work at the intersection of advanced analytics, risk, and audit to drive meaningful impact.
As a Senior Associate on the Internal Audit Model Risk team, you will evaluate complex models and model risk frameworks while working closely with both quantitative experts and senior stakeholders.
This role offers the opportunity to influence how model risk is identified, assessed, and mitigated across the firm.
You'll also design and implement advanced AI/ML solutions to enhance control testing and provide insights into model risk management.
Job Responsibilities
* Perform technical reviews of complex models to evaluate model risk and control effectiveness
* Assess model design, implementation, performance results, and overall fitness for purpose
* Evaluate ongoing model performance frameworks, including metrics and monitoring thresholds
* Conduct end-to-end model risk control assessments across the model lifecycle
* Partner with quantitative experts and senior stakeholders to challenge and influence outcomes
* Develop and implement AI/ML-driven solutions to enhance model risk testing and insight
* Lead model risk audit engagements, including scoping, planning, and execution
Required Qualifications, Capabilities, and Skills
* Advanced degree (Master's or PhD) in a STEM field such as Mathematics, Data Science, Finance, or Computer Science
* 2+ years of experience in AI/ML development, quantitative modeling, model validation, or data science
* Proficiency in programming languages such as Python or R for model development and analysis
* Experience with AI/ML techniques and modern frameworks (e.g., large language models, agent-based systems)
* Strong analytical and problem-solving skills with a focus on risk and control assessment
* Excellent written and verbal communication skills, including technical report writing
* Ability to influence stakeholders and escalate complex issues effectively
Preferred Qualifications, Capabilities, and Skills
* Experience developing AI/ML-driven tools for audit, risk, or control testing
* Familiarity with model risk management frameworks and regulatory expectations
* Experience working with global teams and complex organizational structures
* Strong leadership and project management skills across end-to-end initiatives
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 p...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:29
-
Join our team and make a significant impact through innovative content design and drive customer confidence and satisfaction.
As a Content Design Senior Associate in Affluent Branded Card, you will play an important role in shaping customer experiences through content and building customer confidence across our products and services.
Using your expertise in content design principles, you will plan, create, and structure product content within a user experience design framework.
While collaborating with cross-functional teams to ensure narrative consistency, your influence will extend to product design, architecture, and functionality.
Job responsibilities
* Develop and implement content strategies for products and features, ensuring align with user experience principles and business objectives
* Collaborate with cross-functional teams to create engaging, user-friendly content that is cohesive and intuitive for a diverse audience
* Create content taxonomies to refine content organization and structure, incorporating user feedback and insights for continuous improvement
* Adopt brand voice to produce clear, concise, and engaging content that communicates complex concepts effectively to diverse audiences
* Analyze content performance metrics, making data-driven recommendations for optimization and enhancement of user experiences
Required qualifications, capabilities, and skills
* 3+ years of experience in content design, or equivalent expertise in editing, and writing - with a focus on digital products and platforms
* Experience in creating content architectures, storytelling, and clear and concise writing
* Demonstrated experience in applying accessibility guidelines and inclusive design to create user-friendly content
* Experience with iterative design techniques, incorporating user feedback and insights for continuous improvement
* Proficient technical literacy in content platforms and understanding their impact on user experience
* Adaptive learner in new financial services products and offerings
Preferred qualifications, capabilities, and skills
* Experience in travel, dining, luxury retail, or other lifestyle platforms
* Experience working with AI to design and build consumer-facing experiences
* Experience in product strategy concepting and definition
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary i...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:23
-
This role provides great visibility to management and focuses on portfolios within the Corporate and Investment Bank, Wealth Management, and Business Banking lines of business!
As a Credit Review Vice President within our Credit Review team, you will take the lead in planning and executing periodic credit reviews, as well as participating in review assignments.
Your role will involve guiding team members in activities that assess commercial loan transactions and conduct evaluations of underwriting and portfolio management.
This will allow you to independently provide opinions on the adequacy of underwriting analysis, the accuracy and timeliness of risk grading decisions, the suitability of credit mitigation actions, and the effectiveness of the credit management process and key controls supporting credit quality.
In between periodic reviews, you will independently monitor credit risk trends within assigned commercial lending portfolios, attend relevant meetings, and foster and maintain relationships with internal stakeholders responsible for credit approval.
Job Responsibilities
* Lead a team of reviewers as reviewer-in-charge by chairing the planning, kick-off, findings presentation, and closing meetings.
Coordinate with the Credit Review Director on team assignments, define project scope, evaluate credit risk controls, communicate with management, review and assess findings, recommend corrective actions, write reports, and archive documents.
* Participate in Credit Review team-led reviews by preparing financial analyses and risk assessments, evaluating credit underwriting quality, recording findings, and engaging in review meetings.
* Perform continuous monitoring of assigned portfolios and participate in portfolio review meetings.
* Serve as an information resource on commercial credit risk and policy.
Partner with Credit Risk Management stakeholders to establish strong working relationships while maintaining independence.
* Ensure consistent application of firm wide Risk Policy as well as Credit Review Policies and Procedures.
* Complete special projects and research as assigned by the Credit Review Director.
Required qualifications, capabilities and skills
* Experienced credit professional with minimum 10-years commercial credit experience
* Minimum Bachelor's degree in Accounting, Finance, Economics, or a related discipline.
* Demonstrated understanding of commercial credit principles and strong analytical skills.
* Excellent verbal and written communication and interpersonal skills required with ability to present complex and sensitive issues to management.
* Enthusiastic, self-motivated, effective in a dynamic fast-paced environment and willing to demonstrate personal responsibility and accountability.
* Proven ability and desire to learn quickly, be adaptable, and think strategically.
* Ability to manage multiple tasks concurrently, with a high sense of urgency.
...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:21
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Madison, US-WI
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:18
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:15
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:13
-
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
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...
....Read more...
Type: Permanent Location: Berkeley, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-05 08:41:10
