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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Product Services Forms Management Specialist to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
RESPONSIBILITIES:
* Oversee maintenance of forms library (currently on SharePoint sites), which includes all product filings, status, approvals, variations and required compliance forms
* Work with multiple technology platforms to support forms in various systems/environments
* Review contracts and assist filing team members with setting up inventory of the forms
* Set up fulfillment of approved policy forms and riders on policy administrative systems, such as Life 70 (Core), which consists of:
+ Creating fulfillment redlines
+ Creating fulfillment Clean Word Documents and PDF versions
+ Working closely with IT to acquire necessary information needed for fulfillment projects
+ Adding variable fields to pdf templates, where applicable
+ Perform mail-merging of all templates for fulfillment doc sets for the Life 70 (Core) systems
+ Assisting with UAT system testing of all fulfillment packets
+ Responsible for moving all doc sets to production from UAT once signoff is achieved
* Assist with quality review and signoff of policy issuance packets during SIT system testing
* Assist IT, Operations & Customer Services team with daily troubleshooting of policy issuance packets and Product Implementation Manager with troubleshooting/resolution of IT tickets.
* Act as back up on print requisitions, mocking up applications, outlines, and any other compliance forms needed at time of application once approved to print ready status
* Assist filers with entering of data in various systems such as BEAM, SharePoint, approval SharePoint, etc.
* Train filing team members and business partners to properly use filing team resources / forms library
SKILLS/EXPERIENCE:
* 5 - 7 years of experience(Life & Health insurance industry experience required, knowledge of Life & Health compliance requirements)
* IT/Testing/Ops experience
* Good communication skills and attention to detail
* Microsoft Word, Adobe Acrobat
* Experience with technology platforms that support insurance operations, including policy administration, (training available)
EDUCATION:
* High School Diploma
The pay range for the role is $75,900 to $129,100.
The specific offer will depend on an applicant's skills and other factors.
This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.
The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:15
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As an underwriting professional, you'll have the chance to use advanced tools to determine what risks Chubb can help cover.
You will be able to take difficult situations and exposures and help people and businesses face them with confidence.
At the end of each workday, you'll be able to take pride in helping deliver peace of mind to people and teams who really appreciate it! Our Chubb Associate Underwriting roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within a specific line of business, and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:13
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JOB DESCRIPTION
The Agency Director (AD) is primarily responsible for leading the business strategy and the overall Agency's performance in the assigned market(s).
Drives growth in premium through new and existing customers, in accordance with Company policies and systems.
The AD is a subject matter expert on all Company product distribution channels, including individual non-payroll, broker, independent agency/contractors, and worksite.
They will develop and provide support to their team(s) on all Company offerings and overall execution of our business model.
In this role, the Agency Director will collaborate with Agency Leaders (AL) in assigned market(s) and provide support to Agency Coordinators (AC) and Independent Agents (IA).
The AD will assist in the development and delivery of optional training and education initiatives for ACs and ICs and ensure the market(s) is operated at optimum production levels and the sourcing & appointment of ACs and IAs.
Executive Sales Direction
* Create and establish the general direction of their assigned market(s).
Assess and adapt plans and priorities to address service gaps and/or operational challenges.
* Protect and promote the Combined brand in the Marketplace.
Act as the liaison between the Company and customers.
* Oversee the execution of all aspects of sales, training, and operational support for assigned market(s).
Sourcing & Recruiting
* Provide support to the ALs and ACs with sourcing prospective new Independent Agent candidates and independent agencies to sell Combined products.
* Make recommendations on accepting/rejecting candidates for appointment as Independent Agents.
* Coach and develop high performing Managers according to Combined training programs, standards, and expectations.
* Work with ALs to identify targeted, optional training needs.
* Support ALs with the rollout of new product training, sales tools and/or distribution channels
* Analyze and manage performance of Agency Leaders in the assigned market(s).
* Works with Compliance team to ensure that agency sales are done in a compliant manner and in accordance with state regulators.
Development
Other
Serve as the main conduit to ask Compliance for service and answering questions about operations and implementation
The base salary for this role is $100,000.
This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.
QUALIFICATIONS
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals.
More details can be found here.
Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work.
Below are several of ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:12
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JOB DESCRIPTION
Premier Customer Service Representative Role:
Work with assigned Premier Underwriter(s) to acquire and retain High Net worth Client's policies and Family Office clients.
Provide a total service for assigned clients, working with designated key contacts across all internal departments within Operations.
Coordinate total service for assigned accounts, working with designated key contacts in all departments in Operations.
Provide quote options for new and renewal business via excel spreadsheets.
Prepare quote proposals.
Manage and prioritize all account requests in order to meet demanding deadlines.
Create spreadsheets for agents to organize client information.
Identify additional service options for Premier clients.
Act as a resource to internal and external clients.
Understand business and marketing concepts as they relate to the Premier strategy.
Demonstrate flexibility with work hours based on business needs.
Assist with special training requests as needed.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:11
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JOB DESCRIPTION
We are a unique global organization with a culture of individuals passionately committed to our respective crafts.
With underwriting at our core, each of us contributes to providing the best insurance coverage and service to our clients.
Working together, we are one Chubb.
Our highly collaborative, inclusive nature helps us drive better business outcomes through diversity of background, experiences, insights and values.
We approach problems with a can-do attitude and are committed to developing deep relationships - all while moving quickly to meet client needs.
The A&H Travel365 Business Development Manager will play a critical role in developing and executing sales strategies to achieve revenue goals and drive market expansion through voluntary benefits and personal lines channels for annual Leisure Travel products.
This position involves collaborating with the regional distribution and client management teams, national sales manager and product owner, nurturing internal and external stakeholder relationships, and driving growth.
The ideal candidate will be a strategic thinker with a proven track record in sales and a deep understanding of the insurance industry and open enrollment.
* Responsible for generating new business leads, building relationships, and promoting annual leisure travel insurance products and services in partnership with National Sales Manager and product leader.
* Develop and implement strategic sales and distribution plans to achieve sales targets, maximize revenue, build robust and adequate pipeline to achieve plan and expand our market presence in the A&H marketplace and across Chubb clients.
* Regular and routine reporting on pipeline, target progression and sales metrics.
* Identify new market opportunities, emerging trends, and potential clients to develop effective sales strategies and enhance our competitive edge.
* Build and maintain strong relationships with key stakeholders, including clients, brokers, and insurance partners, to foster mutual trust and ensure successful collaborations.
* Coordinate with Underwriting to develop and communicate client proposals, negotiating terms, and closing high-value contracts, ensuring timely communication.
* Collaborate with other departments, such as Underwriting, Claims, Regional Distribution and Marketing, to ensure seamless communication and alignment of business objectives, leveraging cross-functional resources to achieve sales targets.
* Stay updated with industry trends, competitor activities, and regulatory changes affecting the insurance space, and share related insights with the team to further strengthen our market position.
* Prepare and present strategic sales reports, forecasts, and budgets to senior management, highlighting areas for improvement, growth potential, and sales performance metrics.
* Continuously evaluate and improve sales processes, tools, and systems to streamline operations, en...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:10
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Consumer Bank's Deposits 2.0, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Develops and maintain strong relationships across multiple product areas on the path to delivering Deposit 2.0
* Seeks to find a meaningful balance between user needs, business objectives, and technical feasibility, while managing the product delivery timeline
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Excellent communication and interpersonal skills
* Proficient in JIRA
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
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 disc...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:09
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Job Description
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Minimum 1 year work experience in investment banking and/or front-office related role
* Bachelor's degree in Accounting, Economics, Finance or related field
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and the steps in the process and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
* Self-directed, highly motivated, and able to work independently
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...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:04
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J.P.
Morgan Asset Management is a global leader in alternative investments, committed to delivering innovative solutions and exceptional results for our clients.
Our Global Alternative Investments Solutions ("GAIS") platform offers a broad spectrum of investment strategies, including private infrastructure equity and credit, designed to achieve specific client outcomes and deliver uncorrelated returns.
The GAIS platform manages over $200 billion in assets, with the Real Assets Solutions business representing more than $30 billion in assets.
We are seeking an experienced senior leader to serve as the Head of Infrastructure Due Diligence.
This pivotal role will be responsible for setting the private infrastructure investment strategy, leading comprehensive due diligence across equity, debt, co-investments, secondaries, and primary fund investments, and ensuring robust monitoring and reporting of all infrastructure funds on our platform.
The successful candidate will drive strategic growth, foster strong partnerships with internal and external stakeholders, and uphold the highest standards of investment and fiduciary excellence.
Job Responsibilities
* Investment Strategy Leadership:
Define and implement the private infrastructure investment strategy, including research on market themes, sourcing new funds, and nurturing relationships with existing fund managers.
* Due Diligence Execution:
Lead investment due diligence for infrastructure equity, debt, co-investments, secondaries, and primary fund investments, ensuring thorough analysis and risk assessment.
* Fund Monitoring & Reporting:
Oversee the monitoring of all infrastructure funds on the platform, including reviewing quarterly reports and investment data, participating in LPACs, attending AGMs, and ensuring all internal and client reporting is accurate and timely.
* Investment Committee Membership:
Serve as a voting member of the GAIS Multi-Asset Private Markets Investment Committee, actively participating in and influencing investment decisions.
* Stakeholder Engagement:
Establish and maintain strong partnerships with internal teams (specialists, advisors, research analysts) and external fund managers to enhance platform capabilities and investment outcomes.
* Team Leadership:
Manage and mentor a high-performing team, fostering a collaborative culture of innovation, integrity, and excellence.
* Market Engagement:
Represent J.P.
Morgan Asset Management in external engagements, including fundraising, media, and industry events, to enhance the platform's visibility and competitive positioning.
Required Qualifications, Capabilities, and Skills
* Minimum of 10+ years of experience in infrastructure investment management, due diligence, or related roles, with a proven track record of leadership and strategic execution.
* Deep expertise in private infrastructure markets, including equity, debt, co-inve...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:03
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in JPMorgan Chase within the Commercial & Investment Bank - Product & Experience organization, you will be an Area Product Owner within C&SI Lending Product org that innovates new product offerings and leads the end-to-end product life cycle.
As an area Product Owner for Lending Portfolio Management, you are responsible for acting as the voice of the customer and developing the digital experience for internal sales organization, utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and research to uncover solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as adoption, impact and effectiveness
Required qualifications, capabilities, and skills
* 5+ years of experience within banking or equivalent expertise in product management
* Digital transformation and lending domain expertise strongly preferred
* Strong analytical skills and proficiency in leveraging data to support product decisions
* Advanced knowledge of the product development life cycle including discovery, ideation, strategic development, requirements definition, and value management
* Excellent communication skills and executive presence
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-14 08:21:02
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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
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...
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Type: Permanent Location: Orlando, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:59
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Market Director of Wealth in J.P.
Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture.
We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Job responsibilities
* Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
* Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
* Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
* Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
* Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
* Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
* Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
* At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
* Ability to travel 50% of the time
* A valid and active FINRA Series 7, 66 (or equivalent) is required
* A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
* Proven ability to recruit, source and attract internal and external Advisor talent by building a...
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Type: Permanent Location: Allentown, US-PA
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:55
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We are seeking a visionary Executive Director to lead the High Net Worth (HNW) Card Product team, with responsibility for driving growth, innovation, and international expansion for our HNW customer segment and the J.P.
Morgan Reserve card portfolio.
As an Executive Director, Card Product Strategy Lead in the HNW Card Product team, you will define and implement new products and features for HNW customers globally, partnering closely with cross-functional stakeholders across Finance, Corporate Development, Risk, Operations, Wealth Management, and international teams.
You will be responsible for developing and executing strategy for international market entry, product innovation, and the design of a differentiated servicing model for international HNW customers.
This role requires comfort operating in white space, identifying new opportunities, and managing complex stakeholder relationships across regions.
Job Responsibilities
* Lead the development and execution of product line strategy for HNW card products, leveraging industry awareness, competitive insights, market research, and customer segmentation analysis across domestic and international markets.
* Drive international expansion initiatives, including market assessment, entry strategy, regulatory considerations, and localization of product features and servicing models.
* Define and implement innovative new product features and enhancements tailored to the needs of HNW customers globally.
* Develop and execute strategy for international customer servicing models, ensuring a differentiated and seamless experience for HNW clients in multiple regions.
* Analyze customer feedback, market dynamics, and P&L economics to inform product decisions, prioritization, and pricing strategies for both domestic and international portfolios.
* Lead and influence large, cross-functional working teams-including international stakeholders-to deliver on the product roadmap, value proposition, pricing, and business case development.
* Develop materials for Business Reviews with executive leadership and other forums, crafting a comprehensive story of the High Net Worth Card Product strategy and international growth.
* Build and manage relationships with key international stakeholders, including internal partners, external vendors, and regulatory bodies.
* Operate effectively in white space, identifying and pursuing new opportunities for growth and innovation in both established and emerging markets.
Required qualifications, capabilities, and skills
* 10+ years of financial services product management, product strategy, or consulting experience, with significant exposure to credit card or payments industry and international markets.
* Demonstrated experience in leading international expansion initiatives and developing global product strategies.
* Strong analytical skills to develop fact-driven and financially sound business plans.
* Proactive,...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:53
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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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Midland, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:51
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Lake Charles, US-LA
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:50
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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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:49
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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 main...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:46
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Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S.
franchised automotive dealers.
The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers.
Chase Auto offers a wide range of products and services to meet the financial needs of its clients, from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
In this dynamic environment, the role of the Product Manager is pivotal to driving innovation and delivering value.
As a Product Manager in Chase Auto, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide business value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
The Chase Auto Product team is seeking a Senior Product Lead who will dive head-first into creating innovative solutions to support Auto Dealer Relationship Managers and Bankers by enhancing their workflow and client management capabilities through the Salesforce customer relationship platform.
The Product team operates as an agile construct within the Consumer Bank, sitting at the intersection of the product, technology, and experience.
You will own the identification and delivery of features and experiences to support employees' delivery on the growth of our business with clients.
I f you have a proven track record of launching successful products in dynamic, consumer-facing companies, a passion for improving people's lives, and the ability to deliver creative solutions to complex customer challenges, then we are looking to hear from you!
Job responsibilities
* Lead the strategy, development and launch of innovative products that deliver exceptional value to our customers, consistently exceeding expectations.
* Manage the end-to-end lifecycle of multiple complex and strategic product initiatives.
* Provide clear visibility into product progress and opportunities to senior leaders across the Chase Auto business ecosystem, ensuring alignment with organizational goals.
* Cultivate strong relationships with stakeholders, partners, and vendors to maximize product value, and facilitate training and walkthroughs to ensure effective product adoption and use.
* Ensure all product initiatives maintain ongoing adherence to Chase policies, procedures, and compliance frameworks.
* Manages research and discovery efforts, including market analysis, to ide...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:32
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Bring 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 the Regulatory Strategy Lead within the Commercial and Investment Bank & Securities Regulatory Engagement Management team, you will be responsible for leading regulatory exams and ongoing supervisory engagements.
You will collaborate with senior leaders across the Broker Dealer, Futures Commission Merchant, Swap Dealer and Security Based Swap Dealer businesses, control management, and corporate functions to provide strategic advice and manage regulatory examinations and other regulatory engagements conducted by the SEC, FINRA, CFTC, CME, NFA, regional exchanges and state regulators.
Working directly with regulators and internal stakeholders, you will lead and coordinate the firm's responses to exams; field, direct, and respond to ad hoc regulatory inquiries; chair regulatory meetings; and develop reports for senior management.
You will gain exposure to a broad spectrum of regulatory issues and topics as they affect various stakeholders and will be responsible for executing the overall strategy for regulatory engagements.
In this role, you will maintain a high degree of visibility within the organization through regular interactions with senior business and functional leaders.
Job Responsibilities
* Lead regulatory examinations through the exam lifecycle, as well as ongoing monitoring engagements.
* Advise, influence, and challenge the accountable LOB or Function Lead and other exam partners in preparation for, and engagement in, regulatory engagements.
* Oversee, coordinate and strategically prepare for the recurring ongoing supervision meetings between covered businesses and their respective regulators.
* Work with REMs and engagement managers across LOB and functions, and other responsible parties, to coordinate and drive a consistent message and approach to regulatory engagement coverage.
* Escalate issues that arise in the course of engagements promptly and effectively.
* Establish and maintain strong working relationships between the regulators and the Firm.
* Partner across lines of business and functions within JPMorgan Chase to deliver fulsome and consistent responses to regulatory inquiries.
* Provide reporting to senior stakeholders highlighting activity on, and focus areas of, regulatory engagements.
* Maintain thorough and accurate records of exams in progress, recurring meetings, and MIS reporting provided to regulators.
* Oversee and coordinate content of presentation mate...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:31
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Charleston, US-WV
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:26
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Join the Control Management Organization, which reports to both the Corporate Investment Bank (CIB) Chief Financial Officer and the Oversight and Control Office.
Our team focuses on Risk Identification & Assessment, Control Design & Evaluation, Issue Management, and Control Governance.
As a Control Manager - NA Rates Trading - Vice President, you will manage the control environment for the North America Rates business, working with a team of risk and control experts.
As a Rates Trading Control Manager within the Commercial & Investment Bank, you will oversee and govern the control environment, facilitate Front Office supervision, and prepare the business for regulatory exams and audits.
Your role involves identifying control gaps, implementing firm-wide policies, and managing operational risk.
Job Responsibilities:
* Drive business control forums with business executives and support groups, ensuring critical business operating risks are covered.
* Identify and remediate control gaps and review key firm-wide policies.
* Execute ad hoc analytical requests, control deep dives, and projects.
* Facilitate the execution of Supervisory attestations and develop Supervisory tools and policies.
* Prepare the business for controls audits and regulatory exams, ensuring issues are followed through.
* Timely identification, escalation, and recording of operational errors.
* Review incidents with stakeholders to agree on root causes and deliver remedial actions.
* Partner with colleagues across the firm to promote consistent operational risk practices.
* Establish control governance and reporting for the North America Rates business.
* Manage control-related activities and partner effectively with colleagues.
* Provide market-making, structuring, and risk management capabilities across trading products.
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree or equivalent experience required.
* Business knowledge and understanding of regulation surrounding business.
* Excellent written and verbal communication skills with the ability to influence business leaders.
* Exceptional interpersonal skills and collaboration abilities.
* Ability to work autonomously, manage competing priorities, and adapt to shifting priorities.
* Process analysis and design acumen to inform control design.
* Solid critical thinking, attention to detail, and analytical skills.
* Ability to synthesize large amounts of data and formulate appropriate conclusions.
* Experience in writing action plans, procedures, and change management.
Preferred Qualifications, Skills, and Capabilities:
* Highly organized with strong attention to detail and ability to manage multiple deliverables.
* Ability to communicate effectively with senior management.
* 6 years of financial services experience in controls, audit, quality assurance, risk management, or compliance pref...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:25
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Huntington, US-WV
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:23
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Foley, US-AL
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:17
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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...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:15
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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
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...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:14
-
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: Foley, US-AL
Salary / Rate: Not Specified
Posted: 2025-11-14 08:20:12
