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JOB DESCRIPTION
Chubb is currently seeking a skilled Commercial Lines Senior Underwriter to join its Middle Market Commercial Insurance team in Englewood.
Position Description:
As a Senior Underwriter, responsibilities will include managing a renewal book and generating new business.
The position will be responsible for driving profitable growth with assigned agents and brokers.
Products include Package, Property, General Liability, Auto, Worker's Compensation, Umbrella/Excess and International.
Programs are guaranteed cost and Loss Sensitive structures.
We are looking for a candidate who is highly motivated, results oriented, with solid business and underwriting acumen.
Knowledge, Skills, and Abilities Required:
* Candidate will have experience in both Property & Casualty lines of business.
Familiarity with global programs is a plus.
* Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb practices.
* This position must collaborate with other underwriters, operations, claims, marketing, and home office management as necessary.
The underwriter must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations.
* Strong sales and marketing skills are critical; must be able to demonstrate successful agency and broker management, including building, maintaining and managing producer and customer relationships.
* Ability to identify opportunities for growth within new and existing production sources.
Knowledge of marketing principles, pricing/rate strategies and how to apply them to attain underwriting profit.
* Candidate must possess a high degree of proficiency with the underwriting process, with a solid background in risk analysis.
* Candidate must have ability to effectively interact with all levels of customers and collaborate with a team of underwriters, claims and loss control personnel.
* Knowledge and proficiency with technical issues, compliance, coverage, products and pricing strategies expected.
QUALIFICATIONS
•
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 r...
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Type: Permanent Location: Englewood, US-CO
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:37
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JOB DESCRIPTION
You'll be the first contact for our customers: answering billing questions, taking payments, assisting with portal login and navigation, and general inquiries.
Join our team to deliver personalized service that demonstrates the value of being insured by Chubb.
Initial and ongoing training will include, but is not limited to, Chubb product offerings and all applicable systems and tools that will enable you to be a Champion of Service.
If you want an opportunity with a company that places great emphasis on professional and personal development, cultivates a culture of diversity and inclusion and one that can offer plenty of growth opportunities, let's talk.
Job Responsibilities:
* Phone servicing of billing inquiries, taking payments, client concerns, portal navigation assistance, etc.
* Provide excellent customer service and quality technical content via incoming telephone calls, text chats and email in a fast-paced, automated, high-volume contact center environment
* Assume ownership and timeliness in handling customer requests in an efficient, accurate and professional manner
* Demonstrate the ability to analyze information to make appropriate decisions and solve problems, while maintaining a pleasant phone experience for the caller
* Analytic and basic mathematic calculation skills, such as percentages, addition, and subtraction calculations
* Learn with a high regard for accuracy of basic knowledge of personal lines insurance principals and Chubb products
* Efficiently navigate multiple systems and applications to research, analyze and resolve requests, inquiries & concerns
* Maintain established levels of productivity, service, and quality standards within a fast-paced call center
* Works collaboratively with team members, and business partners to provide a quality experience for our agents
* Know & comply with corporate policies, regulatory standards (SOX), business processes (PCI) and procedures
* Responsible for cross selling products to provide best and most beneficial experience for clients
* Work overtime as needed
* Complete additional tasks and other projects/duties as assigned
* Ability to work 40 hours a week on scheduled shift between the hour 7am-7am CT.
Candidate must be flexible to work during Saturday hours as scheduled on rotational basis
QUALIFICATIONS
*
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...
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Type: Permanent Location: O Fallon, US-MO
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:37
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JOB DESCRIPTION
VP, GFO Global Financial Systems Architecture
We are currently seeking a highly skilled and experienced individual to join Global Finance Operations in a leadership role within our Global Finance Business Architecture team.
This position will support end-to-end business architecture activities across various Finance functions, with a primary focus initially on the Coupa source to pay Finance architecture.
The successful candidate will work closely with stakeholders across Finance as well as partner closely with Procurement, IT, and Global Architecture functions.
As the Vice President, you will have a strategic influence in developing and maintaining our financial systems architecture framework and roadmap, ensuring alignment with our business strategies and objectives.
Your expertise in financial systems architecture and source to pay processes will be instrumental in driving business success and optimizing our global financial operations.
In addition to strong leadership skills, the successful candidate will bring extensive experience in incorporating data from software systems such as Clarity, Apptio, and other relevant platforms.
This expertise will enable effective analysis of financial data, informed recommendations, and the ability to drive continuous improvement initiatives to enhance business operations.
Joining our team will offer you the opportunity to collaborate with colleagues across diverse functions and locations, contributing to the overall financial efficiency and effectiveness of our organization.
If you are a motivated and knowledgeable professional seeking a challenging and rewarding role, we encourage you to apply for this position.
The role will report into VP COG Head of Financial Systems, occasional travel will be required.
Key Responsibilities:
* Collaborate with business leaders, finance, and IT teams to develop and maintain the financial systems architecture framework and roadmap.
* Provide expertise in financial systems architecture, ensuring alignment with business strategies and objectives.
* Lead and oversee projects related to financial systems architecture, coordinating cross-functional teams, and ensuring successful project delivery within defined timelines and budget.
* Identify opportunities for process improvements and optimization within IT financial processes and accounting, specifically focusing on source to pay processes, propose solutions, and drive their implementation.
* Partner with stakeholders to gather requirements and develop business cases for system enhancements, upgrades, and new implementations
* Ensure effective integration of financial systems with other enterprise applications, such as ERP and 3rd Party relationship management systems.
* Lead and manage the transformation of processes owned by the function, identifying optimum solutions and transfer of the process to other functions when appropriate.
* Stay updated with indust...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:36
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JOB DESCRIPTION
Insurance Product Manager, Digital Consumer
Job Description
You will lead the management of brand-new insurance programs designed to help a new generation of consumers and partners maximize their financial wellbeing.
We're innovating new types of insurance designed to meet consumers where they need us most and through relationships with new partners.
In this role you will rethink insurance enabling our customers to understand their coverage in plain language so they can make smart decisions that lead to peace of mind.
In your role, you will use your experience and learnings to help grow the product portfolio in an entirely new profit center for Chubb.
You will develop product strategies aligned with target verticals and lead research to develop a deep understanding of consumer and partner needs as well as competitor products.
You will partner with compliance, filing, legal, pricing, sales, marketing, technology, operations and claim partners to ensure alignment and the successful growth of the products you craft.
Key Responsibilities
* Partner with legal and compliance on state rollout requirements (form and regulatory responses and related compliance activities)
* Develop underwriting guidelines and territory strategies
* Support Operations, Claim and Technical product implementations providing product subject matter expertise, training and requirements setting activities
* Consumer and competitor research and trend monitoring
* Develop performance monitoring, analysis plans, and action plans to optimize results
* Achieve target growth and returns on overall program and action plans
+ 5 years of Property and Casualty insurance experience managing personal lines products
QUALIFICATIONS
Qualifications:
Required
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 retai...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:36
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JOB DESCRIPTION
This position supports the achievement of established goals related to profitable growth, customer service, and maintaining producer relationships of the Underwriting Service Branch (USB).
Key functions include underwriting, financial analysis, and servicing of assigned book of business.
The Alliance Private/Not-for-Profit management liability underwriter builds strong customer relationships to ensure a positive customer experience for USB accounts.
The underwriter will work closely with alliance owners in the field, agents / brokers, and other alliance team members.
The underwriting function is based on analysis of appropriate information, compliance with underwriting guidance, and developing a renewal strategy in conjunction with manager, field alliance owner, and the processing fact sheet for each alliance.
The underwriter will handle new business for most alliances.
The underwriter utilizes automated systems for underwriting analysis, claims analysis, and communication.
The underwriter is responsible for underwriting an assigned book of Alliance business which includes both new and renewal business.
Requisite knowledge, skills and experience for this role are outlined below:
* Proven multi-tasking, prioritizing and time management skills.
* Strong computer proficiency including the ability to process a large volume of business on a daily basis.
* Demonstrated financial and analytical skills with the proven ability to make expedient and sound decisions.
* Strong track record in delivering timely quality service to internal and external customers.
* Demonstrated success in negotiation and building collaborative relationships.
* Works effectively as part of a team; ability to balance team and individual goals.
* Demonstrates flexibility by handling day-to-day frustrations / uncertainties and adapting to new technology.
* Strong oral and written communication skills.
* Customer service and/or insurance experience preferred.
* Goal oriented and results driven.
* Gathering and analyzing information to determine risk acceptability.
* Strong analytical skills required with the proven ability to make expedient and sound decisions, as well as taking initiative.
* Ability to sell and negotiate to achieve bottom line profitability
QUALIFICATIONS
Experience:
* Industry
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 a...
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Type: Permanent Location: Simsbury, US-CT
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:35
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JOB DESCRIPTION
The Personal Lines Product Filing Specialist is responsible for a multitude of tasks including the preparation and submission of filings for Personal Lines products and programs to all State Insurance Departments.
Major Duties and Responsibilities:
* Responsible for submitting filings to State Insurance Departments.
* Responsible for direct contact with State Insurance Departments for the purpose of obtaining approval of filings as expeditiously as possible.
* Ensures an effective level of collaboration and communication with Product Services Manager/Product Services Analyst, Actuarial, the Business and General Counsel to secure information necessary complete a filing.
* Distributes State objections to the appropriate individuals and ensures responses are received and submitted within the required timeframes.
* Obtains copies of statutes and regulations that have been referenced in a State objection and distributes to responsible party.
* Finalizes responses to State objections with appropriate attachments for submission to the State.
* Communicates State specific updates.
* Completes close-out of filings in accordance with established state filing procedures.
* Coordinates data calls, premium surveys, and other State mandated reports
* Assists in gathering information and documentation in response to Market Conduct Exams, Claims Requests, and Internal Audits.
QUALIFICATIONS
Knowledge,
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: 2024-09-15 08:09:35
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JOB DESCRIPTION
ESIS - Auto & General Liability Claims Associate
ESIS recognizes each risk management program is unique, and we are committed to providing consultative and innovative solutions to drive superior results.
Our culture and vision enables us to effectively operate as an extension of our clients' risk management program, aligning combined goals to form a collaborative partnership.
We recognize our clients' desire to do things differently, and we are confident that our integrated approach will deliver better overall results.
ESIS' specialized claim intervention strategy integrates an effective deployment of resources and appropriate actions, which are essential to our success
ESIS, Inc.
(ESIS) provides sophisticated risk management services designed to reduce claims frequency and loss costs.
ESIS, the Risk Management Services Company of Chubb, provides claims, risk control & loss information systems to Fortune 1000 accounts.
ESIS employs more than 1,500 professionals in nine regional centers and 15 major claims offices, as well as local representatives in select jurisdictions.
We take our fiduciary responsibilities seriously and are proud to manage over $2.5 billion of customer losses and over 320,000 new claims annually.
We specialize in large accounts which have multi-state operations.
For information regarding ESIS please visit www.esis.com.
Summary:
ESIS is seeking an Auto & General Liability (AGL) Claims Associate for the Overland Park, KS office.
The person in this role will learn to handle and maintain all AGL claims and file reviews under general supervision of a supervisor and as part of the ESIS team.
An applicable resident or designated home state adjuster's license is required for ESIS Field Claims Adjusters.
Adjusters that do not fulfill the license requirements will not meet ESIS's employment requirements for handling claims.
ESIS supports independent self-study time and will allow up to 4 months to pass the adjuster licensing exam.
QUALIFICATIONS
ESIS
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 informa...
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Type: Permanent Location: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:34
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JOB DESCRIPTION
ESIS - Auto & General Liability (AGL) Claims Representative
ESIS recognizes each risk management program is unique, and we are committed to providing consultative and innovative solutions to drive superior results.
Our culture and vision enables us to effectively operate as an extension of our clients' risk management program, aligning combined goals to form a collaborative partnership.
We recognize our clients' desire to do things differently, and we are confident that our integrated approach will deliver better overall results.
ESIS' specialized claim intervention strategy integrates an effective deployment of resources and appropriate actions, which are essential to our success
ESIS, Inc.
(ESIS) provides sophisticated risk management services designed to reduce claims frequency and loss costs.
ESIS, the Risk Management Services Company of Chubb, provides claims, risk control & loss information systems to Fortune 1000 accounts.
ESIS employs more than 1,500 professionals in nine regional centers and 15 major claims offices, as well as local representatives in select jurisdictions.
We take our fiduciary responsibilities seriously and are proud to manage over $2.5 billion of customer losses and over 320,000 new claims annually.
We specialize in large accounts which have multi-state operations.
For information regarding ESIS please visit www.esis.com.
Summary:
ESIS is seeking an experienced Auto & General Liability (AGL) Claims representative for the Overland Park, KS office.
The person in this role will handle and maintain all AGL claims and file reviews under general supervision of a supervisor and as part of the ESIS team.
An applicable resident or designated home state adjuster's license is required for ESIS Field Claims Adjusters.
Adjusters that do not fulfill the license requirements will not meet ESIS's employment requirements for handling claims.
ESIS supports independent self-study time and will allow up to 4 months to pass the adjuster licensing exam.
QUALIFICATIONS
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, ge...
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Type: Permanent Location: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:34
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Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management Consultant Senior? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects.
Join us and be a part of a vibrant team committed to delivering excellence.
As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects.
You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects.
In your role, you will strive to provide an exceptional client experience while minimizing risk.
Job Responsibilities:
* Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio.
Deliver Results - Individually and as a Team
* Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank
* Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects.
Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements.
Escalate issues as identified
* Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers
* Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions.
Hosts and presents CPE events for COIs
* Engages in a disciplined relationship development process and manages quality call activities.
Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
* Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables.
Leverage digital tools to ensure client is versed on self-service options
Required Qualifications, Capabilities and Skills
* Minimum 7 years' experience in Cash Management/Treasury Services or related business experience
* Excellent relationship management and business development/sales skills
* Excelle...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:33
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JOB DESCRIPTION
The ESIS Work Comp Claim Representative, under the direction of the Claims Team Leader, investigates and settles claims promptly, equitably and within established best practices guidelines.
Note: This is a hybrid position requiring 3 days in the Chatsworth office and 2 days working from home.
Duties include but are not limited to:
* Under limited supervision, receives assignments and reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Complete claim investigation via phone and email to injured workers, medical providers and employers.
* Handles jurisdictional notices, payment of benefits, scheduling medical appointments, completion and filing of necessary forms
* Review medical reports and information to determine compensability of claims.
* Work with Special Investigation Unit when necessary
* Contacts, interviews and obtains statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
* Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
* Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims.
* Informs claimants, insureds/customers or attorney of denial of claim when applicable.
* Assists with new losses, verifies accuracy of information
* Direct attorney representation to strategize case resolution
* Handles other administrative duties for the team as assigned
QUALIFICATIONS
* 2
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 discri...
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Type: Permanent Location: Chatsworth, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:33
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Financial Institutions M&A Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a Vice President in the Financial Institutions M&A Investment Banking group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Bachelor's degree in Finance, Accounting, Business, or related discipline
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details 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
JPMorgan Chase & Co., 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 banki...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:32
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills0
* Demonstrated ability to make con...
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Type: Permanent Location: Dover, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:32
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At Chase, you will focus on business results by offering options and finding solutions to help our customers.
The Call Center Customer Service Account Specialist's work is creative, exciting, and different every day.
Job Requirements:
* Work in a call center environment that requires 100% phone-based customer interaction
* Demonstrate excellent communication, negotiation, and decision-making skills, while staying engaged with our customers
* Communicate with customers in a metrics-driven environment
* Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
* Take ownership of each customer interaction while treating them with respect and responding with empathy
* Work both independently and in a team environment
* Abide by all applicable regulatory and departmental practices and procedures
Required qualifications, capabilities, and skills:
* Reading and speaking in both Spanish and English fluently is required for this role
* Minimum of 1 year of customer interaction or customer support experience required, either by phone or face-to-face
* Minimum of 6 months computer experience required, utilizing multiple computer applications in a Windows-based environment
* High school diploma or GED required
Preferred qualifications, capabilities, and skills:
* Ability to multitask using a computer and simultaneously provide customer support
* Comfortable in a fast-paced, consistently changing environment
* Previous experience working in a Hospitality, Restaurant or Retail industry
* Have a passion for helping people by solving problems, presenting, and explaining solutions
Work Schedule:
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends.
Specific schedule information will be provided by the Recruiter.
This position requires that you attend trainings as scheduled.
Training hours may not coincide with your regularly scheduled hours.
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, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tu...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:31
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, a...
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Type: Permanent Location: Buffalo Grove, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:31
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Cape May Court House, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:30
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Infrastructure Platforms Engineering team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience.
* Proficient knowledge of software applications and technical processes within a given technical discipline (e.g., Cloud, artificial intelligence, Android, etc.)
* Experience in observability such as white and black box monitoring, service level objective alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others
* Experience with continuous integration and continuous delivery tools like Jenkins, GitLab, or Terraform and amiliarity with container and container orchestration such as ECS, Kubernetes, and Docker
* Ability to proactively recognize road blocks and demonstrates interest in learning technology that facilitates innovation
* Ability to identify new technologies and relevant solutions to ensure design constraints are met by the software team
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
Preferred qualifications, capabilities, and skills
* Proficient in at least one programming language such as Python, Java/Spring Boot, and .Net; 5+ years applied experience in Python/Java
* Having hands-on experience on UI technologies like Angular, JavaScript, React JS would be an adde...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:27
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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 a Compliance Risk Management Lead within the J.P.
Morgan Wealth Management's Solutions Compliance Group, you will be a part of an innovative and talented team supporting the Global Private Bank's Solutions business.
You will need to possess operational and regulatory knowledge and experience with managed account and retirement products and services and will be expected to strategically partner with the business and other control functions to ensure that practices, processes, and controls are in compliance with applicable laws, rules and regulations.
You will also be responsible for related policies, risk and control assessments, monitoring and testing, and training.
Additionally, you will need a strong knowledge of investment products including mutual funds, SMAs, ETFs, and hedge funds, and a solid understanding of SEC, OCC, ERISA and DOL rules and regulations, which are critically important to the role.
You will be expected to identify compliance-related risks and measure the sufficiency of controls while providing advice on a routine basis to line of business and control partners.
Job Responsibilities
* Lead compliance contact to the Outsourced Chief Investment Office (OCIO) team providing advice, guidance and oversight on a broad array of laws, rules and regulation.
The OCIO team works with endowments, foundations and family offices around the globe advising on and implementing tailored endowment-style investment solutions.
* Support the Defined Contribution Consulting (DCC) team, which provides a full range of retirement services for plan sponsors, including ERISA on-platform (e.g., Defined Benefit) and business retirement solutions to small and mid-sized organizations.
* Advise the business on compliance issues relevant to new and existing defined contribution and managed account products and services
* Support Wealth Management's Portfolio Analysis Group (PAG), which calculates performance and generates related analytics for discretionary and brokerage investments
* Conduct on-going challenge to business risk and controls assessment, administer monitoring, maintain Compliance policies, provide marketing and training review, and help design testing plan for assigned areas of responsibility
* Proactively evaluate processes, controls and risks, and advise on implementing improvements
* Work with the business, control partners and Legal to review and assess the impact to the business of new related l...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:27
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Do you have Sanctions, Compliance or Anti Money Laundering (AML) experience, SWIFT and payment processing knowledge, and client service experience? Additionally, do you have the ability to work independently and are seeking professional growth.
If so, this is the team for you.
As a Payment Lifecycle Associate II - Sanctions Investigations within The Global Investigations - Sanctions Services, you will be responsible for all transaction and message analysis and Investigations at JPMorgan across all lines of business.
You will work closely with Compliance and the Lines of Business to ensure that the appropriate data and formats that were submitted for screening, can be used to communicate with clients and downstream banks in order to request information that will help our Sanctions Operations and Compliance teams make transaction decisions in support of a robust and controlled sanction screening program.
You will need to be in an audit-ready state at all times from both internal and external auditors, including regulators.
The team operates in 3 sites in a 24 hour/ 6 day operating model: Manila, Mumbai, and Tampa are the core sites, and work closely with other Payment and Trust and Safety Operations departments around the globe.
Job responsibilities
* Manage a team responsible for resolving Sanctions related Investigation Cases using your Sanctions, Payments and/or Service experience
* Manage staff according to productivity targets, Key Risk Indicators as well as business metrics and other MIS
* Monitor the control environment surrounding all technical, financial, and operations processes
* Support the research efforts for sanctions screening
* Monitor risk through reviews of key incidences and root cause analysis
* Gather data for root cause analysis
* Identify business risk issues and works with the Operations Risk Analyst/Manager to recommend solutions
Required qualifications, capabilities, and skills
* Analytical skills
* Business processes and procedures
* Client Service experience
* Consulting and relationship building
* Product knowledge
* Excellent verbal and written communication
Preferred qualifications, capabilities, and skills
* Sanctions, Compliance or AML experience preferred
* SWIFT and payment processing knowledge preferred
* Ability to work independently
* MS Office skills - Word, Excel, and PowerPoint
Work schedule: Global Investigations operates from 8:00am - 7:00pm daily - must be flexible during the daily business hours - some weekends and holidays may be required.
JPMorgan Chase & Co., 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 busi...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:25
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Release your expertise and navigate regulatory landscapes to bring products to life in a global market.
Shape your future and ours as you collaborate with teams and bridge products with market demands.
As a Market and Product Expansion Director in Commercial Bank Payments, you serve as the subject matter expert on Commercial Bank industry Payments needs.
You bring an extensive understanding of the market landscape to help ensure we have the payments products our clients need.
Job responsibilities
* Identifies and quantifies the core payment flows in each industry, and defines the unique needs for each flow
* Builds business cases for development requirements to meet these needs
* Designs product operational activities to fit the market and adapts collateral, sales training, pricing, and request for proposal (RFP) materials to resonate with target segments
* Partners closely with Product teams to ensure adherence to industry regulations, controls frameworks, and governance approval processes
* Partner with marketing on value proposition, market positioning and communications, and with field strategy to ensure a thoughtful plan on sales readiness; also, partner with product to ensure internal readiness and support
* Collaborate with sales, client solution specialists (CSS) and marketing to manage Sales activities in an effort to drive commercialization of our products
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise supporting commercial bank clients in Sales or Product capacity
* Significant experience in banking with understanding of the payments business and products
* Proven ability to identify opportunities for market growth
* Demonstrated prior experience influencing across functions and teams while delivering value at scale
* Ability to communicate effectively with senior executive-level leaders
* Ability to negotiate, influence, and collaborate to build successful relationships
* Strong critical thinking and problem solving skills
Preferred qualifications, capabilities, and skills
* Extensive experience in B2B payables and card
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range o...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:24
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Dublin, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:23
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The Global Market Insights Strategy Team provides macroeconomic and capital markets insights and research to institutional investors, financial advisors, and their clients to help them make informed investment decisions.
The team strives to simplify the complex in the global economy and markets through our industry-leading publication, the Guide to the Markets as well as speeches, webcasts, podcasts, blogs and other forms of communication.
Role Summary
A Market Insights Research Analyst is responsible for supporting our Global Market Strategists in conducting macroeconomic and capital market research.
The ideal candidate will be able to demonstrate their passion for macroeconomics and financial markets through a combination of their work experience, academic background, and extracurricular activities.
A particular emphasis will be placed on strong quantitative and statistical skills, along with superior verbal and written communication skills.
The candidate must take initiative to assume responsibility for the tasks outlined below and possess the skills to execute these tasks independently with keen attention to quality and detail.
Job Responsibilities
* Conduct research on Global Alternatives
+ Generate content for and update the Guide to Alternatives .
Update quarterly.
+ Author research pieces on Alternative themes and asset classes
* Conduct research on broader global economy and capital markets
+ Author Weekly Market Recap, highlighting key market and economic developments and tying them to the team's broader outlook/views.
* Present team outlook on global economy and capital markets
+ Provide written responses to questions from clients and the sales force in a timely fashion.
+ Present the Guide to Alternatives to an internal audience.
* Support Global Market Strategists on specific research initiatives.
Required qualifications, capabilities and skills
* At least 1+ years of experience in financial services
* Strong knowledge of and passion for financial markets and global economics.
Ability to generate and pursue an individual research agenda.
* Experience and/or interest in alternative investments
* Outstanding verbal and written communication skills.
Ability to communicate complex ideas with clarity and style.
* Superior quantitative and analytical skills.
* Excellent attention to detail.
* Ability to work independently and take initiative.
* Undergraduate degree in Economics, Finance, or related major preferred.
* Proficiency in Microsoft Office (PowerPoint, Excel), Bloomberg, Factset.
Preferred qualifications, capabilities and skills
* CFA and/or CAIA candidate or desire to pursue advanced degree/designation is preferred.
* Liberal arts majors considered.
* Private equity, private credit, real estate, hedge funds, infrastructure preferred.
JPMorgan Chase & Co., one of the oldest financial institutio...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:21
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You have an obsession 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'll 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.
You've successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
* Share the value of Chase Private Client with clients that may be eligible
* Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
* Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
* Make 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
* Adhere 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
* Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
* 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 strongly preferred
* Experience cultivating relationships with affluent clients is strongly preferred
* Strong team orientation with a commitment of long-term career with the firm
Dodd Fran...
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Type: Permanent Location: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:20
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
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 h...
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Type: Permanent Location: Manassas, US-VA
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:20
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Huntington, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:19
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in Consumer & Community Banking Operations Technology, you will drive the successful delivery of complex technology projects and programs that will help reaching business and technology goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
* Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-15 08:09:18
