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The Commercial & Investment Banking Finance & Business Management team is seeking a professional to support Client Onboarding & Service organization to support strategy and execution of business modeling and analytics programs.
This is a high-visibility role with direct interaction and partnership with various senior managers within the bank.
As an Analytics Solution Associate within the Commercial & Investment Bank, you will learn core business processes and develop all people, process, and technology components required to support a best-in-class program delivering advanced analytics globally to solve tough business challenges.
Job responsibilities
* Advance the business analysis and reporting agenda, focused on insights delivery in areas around staffing models, volume forecasts, comprehensive cost modeling and expense allocations
* Partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling and client costing
* Identify opportunities and applicable quantitative and statistical methodologies to deploy advanced analyses at scale for CIB Client Onboarding & Service functions
* Develop a deep understanding of systems and processes in order to extract insights from existing data while identifying and recommending enhancements to improve data quality
* Build trusted relationships with stakeholders, cross-functional partners and leadership
* Take analysis and create executive level presentation using PowerPoint PitchPro+
Required qualifications, capabilities and skills
* 3+ years of experience in use of data technology to solve complex business problems, with hands-on expertise in the use of multiple Business Intelligence toolsets and database platforms
* Tableau and SQL/coding experience
* Knowledge of Alteryx, Python/R and Qlik Sense
* Knowledge and experience with various analytical, modeling and statistical methodologies
* Strong quantitative and problem-solving skills with ability to multi-task in fast paced environment
* Excellent interpersonal and communication skills - must have the ability to build strong working relationships with the management team and team members within the business
* Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
* Excellent problem solving and critical thinking skills with ability to interpret and present complex data
* Bachelor's degree in quantitative or related field (Data Analytics, Computer Science, Finance etc)
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 process...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:43
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:43
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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...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:42
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If you are passionate about client experience and goals driven planning, then our team is the right place for you.
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team.
Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors.
You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning.
Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures.
This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture.
Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
* Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:41
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oin us in a pivotal role where your expertise in security and risk management shapes our global cyber assurance capabilities.
As a Tech Risk Assurance Director in the Cyber and Tech Controls line of business, you will provide confidence to the firm's leaders by ensuring products and Lines of Businesses achieve their objectives while effectively measuring and managing risk.
Developing and implementing revised or new policies and processes will be a central responsibility, with a focus on anticipating and prioritizing unknown thematic technical risk 'hotspots'.
Collaborating with cross-product and functional teams, you will analyze high-priority risks, evaluate gaps in related standards and controls, and create outputs that propel remediation plans, controls and standards development, and strategy.
Your expertise in risk management, data security, and security governance will be crucial in navigating the dynamic landscape of evolving cyber threats, technology advancements, and global regulations.
The primary responsibilities are to support the cybersecurity domain construct for Cybersecurity Assurance and focus on governance and compliance of regulatory and control obligations for the Cybersecurity of the firm, including such disciplines as SIEM, DLP, Digital Forensics, Network Telemetry and File Analysis, Cyber Intel, Vulnerability Management, Attack Simulation, Security Configuration, and Endpoint Detection and Response.
You will play an important role in securely enabling the firm through managing the risk profile and aligning cybersecurity and technology controls requirements and product capabilities.
The Tech Risk Assurance Director is responsible for coordinating the control framework, program, and approach for the JPMC security architecture, policies, standards, risk assessments, monitoring, and certification around cyber risk.
This role engages in areas of development, design, and monitoring of corporate and global control programs, and acts as a liaison between management, the Lines of Business, internal and external audit, and regulators.
Job responsibilities
* Understand and have experience supporting regulatory engagements aligned to the FFIEC handbook and have in depth knowledge of industry best practice and control guidance provided by NIST, CIS, DISA and others
* Investigate, analyze, document, remediate, track, and report technology risks and associated controls; Design and development of control requirements based on new and emerging technological solutions in a measurable way, ensuring that existing and new solutions are designed to be continuously compliant with JPMC policies and standards
* Collaborate with team members and stakeholders on firm-mandated, cross-LOB, and regional audits where the Risk Pillar is engaged, and provide strategic drive for engagement efficiency, effectiveness and transparent, measurable, sustainable control improvements, including process enhancements and use of automated data coll...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:40
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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'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 great customer experience 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, and ...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:39
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J.P.
Morgan is seeking a strategic and talented candidate to lead the AI Accelerator within the Chief Analytics Office (CAO) in the Commercial & Investment Bank (CIB).
The CIB CAO is responsible for accelerating the Analytics agenda globally across Markets Trading, Sales & Research, Payments, Securities Services, and Global Banking-driving the integration of advanced analytics and AI into business strategies to deliver measurable commercial impact.
The responsibilities of the Chief Analytics Office include advancing both traditional AI/ML and generative AI capabilities, identifying priorities and focusing on high-impact AI use cases, setting the GenAI strategy around LLMs and Agentic AI and reusing and scaling AI solutions across lines of business.
In addition, the organization is responsible for fostering a culture of innovation and an AI-first mindset among employees in the CIB.
A key part of the CIB CAO is the newly-created AI Accelerator, which will be tasked with accelerating the most impactful and high-priority AI programs across the CIB, which require frontier AI transformation.
To do so the team embeds into the business for the duration of each special program and works in close partnership with subject matter experts, as well as the Analytics and Technology teams in the business.
This ensures the solutions are delivered end-to-end, while ensuring responsible use of AI in compliance with internal policies, laws and regulations, with regular progress updates being shared with senior leadership / C-Suite management.
As part of its mandate, the AI Accelerator team will devote time to remain up-to-date with cutting-edge research in AI.
The Head of AI Accelerator will report directly to the CIB Chief Analytics Officer.
Job responsibilities
* Direct the AI Accelerator team in high-priority AI initiatives, hiring and managing a diverse and talented team, balancing technical excellence with tangible commercial impact.
* Foster a culture of innovation and an AI-first mindset, promoting collaboration and excellence
* Present to Senior Leadership on biggest AI opportunities and progress of the special AI programs
* Conduct thorough analysis of quantitative and qualitative data available to produce clear, actionable insights and recommendations for the business
* Collaborate with in business Analytics and Technology teams for the end-to-end delivery of the AI solutions
* Oversee the development and scaling of AI solutions across the organization, ensuring alignment with business objectives
* Assimilate information and communicate complex analyses and recommendations effectively to senior executive stakeholders across the organization
* Remain up-to-date with latest progress and breakthrough in the AI community
Required qualifications, capabilities and skills
* Proven ability to lead and inspire high performing team with curiosity, humility and willingness to learn about the CIB businesses working ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:38
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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...
....Read more...
Type: Permanent Location: Lake Havasu City, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:37
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: South Charleston, US-WV
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:35
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Transitioning out of US Military Service? The JPMorganChase (JPMC) US Military Pathways Direct-Hire Program offers a challenging and rewarding work experience that provides acclimation support, coaching and dedicated program managers, job skills training, networking with colleagues and senior level management, and the exposure needed to grow into a future leader across our most demanding business areas.
As a Business Relationship Manager I - Officer in the Military Pathways Direct Hire Program, you will build, manage, and retain a portfolio of business clients, providing customized banking solutions tailored to their financial needs.
You will have the opportunity to develop relationships with clients and internal partners, ensuring a seamless client experience while adhering to risk management protocols.
Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer
* Induction training and acclimation support in your first month on the job
* 12-months of program support, coaching and career development
* Networking opportunities with your Pathways colleagues
* Exposure to senior members
* Professional skills training throughout the year
To ensure continuous development throughout the program, you will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm.
Job Responsibilities
* Build, manage, and retain a portfolio of 100 - 115 business clients after an initial training phase, with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Work within risk parameters that protect the bank.
Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
* Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase.
Regularly conduct in-person visits with prospects, centers of influence (COIs), and existing clients at their places of business
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Pr...
....Read more...
Type: Permanent Location: Ogden, US-UT
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:34
-
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: Henderson, US-NV
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:34
-
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'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 great customer experience 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, and ...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:33
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Join our fun, high-energy team as a Community 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 Community 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
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* 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
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* Ability to read, write and speak Spanish fluently.
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval required for internal Home Lending Advisors who have been in their positi...
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Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:32
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage 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
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of bu...
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Type: Permanent Location: Metairie, US-LA
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:30
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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: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:29
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Join the Bank Controller, Accounting Policy and Reporting organization, where you'll be part of a dynamic team responsible for key financial functions at JPMorgan Chase.
The Bank Controllers team oversees capital monitoring and legal entity strategies, while the Accounting Policy team sets global standards for complex accounting matters.
The Reporting team ensures accurate SEC filings and quality reviews of financial reports, offering a unique opportunity to contribute to the firm's financial integrity and strategic initiatives.
As an Associate on the Bank Controllers team, you will be responsible for the Legal Entity Controller functions for JPMorgan Chase & Co and JPMorgan Chase Holdings LLC including on-going capital monitoring and adequacy.
You will ensure a strong control environment exists across all businesses, products, and operational areas impacting Legal Entity financial statements.
You will liaise with line of business finance teams and the Legal Entity Controller community to promote our team's agenda.
Job responsibilities:
* Perform legal entity accounting and control on a monthly basis, including executing the month-end close process, managing parent/child accounting, conducting equity pick up, reviewing inter-entity breaks, and monitoring unnatural general ledger balances.
* Conduct month-end analytical review of the legal entity to ensure completeness and accuracy of the financial statements, and prepare various reports including contributions to the quarterly Earnings Supplement, 10Q, annual 10K, and standalone regulatory reporting (FRY-9LP).
* Investigate, analyze, and resolve issues, and respond to ad-hoc queries.
* Control intercompany activity, including providing variance commentary.
* Participate in firmwide legal entity reporting projects, including infrastructure and process improvement efforts, and support other Controller initiatives as needed.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Accounting and/or Finance required
* 3+ years of Finance/Accounting related experience
* Strong accounting and analytical acumen, with ability to understand, produce and explain income statement and balance sheet content and variances
* Superior attention to detail
* Outstanding written and verbal communication skills
* Ability to work effectively with others and liaise with LOB business partners and strong initiative and work ethic
* Ability to multi-task and work well under pressure, with an ability to be flexible in a dynamic and challenging environment
* Advanced excel, PowerPoint skills required
Preferred qualifications, capabilities and skills:
* Ability to prepare executive level presentations a plus
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 cl...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:28
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Marietta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:27
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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: Canandaigua, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:26
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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: Saint Johns, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:25
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JPMorgan Chase & Co., a renowned financial institution with a rich history, offers innovative solutions globally under the J.P.
Morgan and Chase brands.
Corporate Technology (CT) manages essential global technology functions, developing scalable infrastructure to support business initiatives and regulatory responses.
Join our Corporate Technology team to promote efficiencies and meet evolving technology needs.
As part of Regulatory, Controls & Op Risk Technology (RCORT), you'll design products to manage compliance and operational risks.
If you're a software engineering leader eager to make a difference, this opportunity is for you.
As a Director of Software Engineering at JPMorgan Chase within the RCORT, you lead a technical area and drive impact within teams, technologies, and projects across departments.
Utilize your in-depth knowledge of software, applications, technical processes, and product management to drive multiple complex projects and initiatives, while serving as a primary decision maker for your teams and be a driver of innovation and solution delivery.
Job responsibilities
* Leads technology and process implementations to achieve functional technology objectives
* Makes decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures
* Carries governance accountability for coding decisions, control obligations, and measures of success such as cost of ownership, maintainability, and portfolio operations
* Delivers technical solutions that can be leveraged across multiple businesses and domains
* Influences peer leaders and senior stakeholders across the business, product, and technology teams
* Champions the firm's culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Proven experience of at least 10+ years leading application development globally
* Experience developing or leading cross-functional teams of technologists
* Experience with hiring, developing, and recognizing talent
* Experience leading a product as a Product Owner or Product Manager
* Practical cloud native experience
* Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Experience working at code level
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 locati...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:24
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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: Santa Fe, US-NM
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:23
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As a PricingDirect Securities Valuation Analyst on the Municipal Bond team, you will gain access to trading, research, analytics, and technology resources of JPMorgan Chase.
You will be given the opportunity to combine financial concepts you learned with your technology skills in managing large volumes of data to develop accurate pricing models and processes.
As an Analyst, you will leverage your product and market knowledge to identify growth areas and help lead projects.
If you are results oriented, intellectually curious, in pursuit of excellence, and like working in a collaborative team environment where your contributions directly impact our business, you are encouraged to apply to be considered for this role.
Job responsibilities
* Daily generation of securities valuations for multiple market closes, entailing start-to-end ownership responsibilities.
This includes market data collection and analysis, price generation, quality control, and client interaction.
* Examine and develop new areas of product growth through independent self-guided research, interactions with clients, JPMorgan trading desks, research professionals, and technology teams.
* Continuously improve product and service quality through daily market surveillance, communication with market participants, perform data and financial analysis, enhancing process controls, and ensuring data quality
* Perform in-depth analysis on an individual security or portfolio of securities and explain nuances to colleagues and clients
* Develop and maintain sophisticated statistical models
* Develop cutting-edge methodologies and infrastructure to increase accuracy and speed of valuations
* Address all client concerns daily with emphasis on providing first-class service and quality, whether it is via emails, calls or in-person meetings
Required qualifications, capabilities, and skills
* Master's degree or higher in Finance, Mathematics, Statistics, Engineering, Economics, or similar
* Firm understanding of principles of finance, mathematical and/or statistical modeling, fixed income and data science
* Previous experience working in derivative pricing and/or fixed income securities primarily Municipal Bonds
* Strong software development skills in Python, and high aptitude for learning new technologies
* Knowledge of Machine Learning, Statistical and Artificial Intelligence techniques
* Clear, logical thinker with strong quantitative abilities
* Ability to thrive in a fast-paced environment of real-time market pressures, remaining focused on client needs
* Proficiency in Excel, Machine Learning and/or practical experience working with python
* Excellent communication skills to interact with clients, portfolio managers, traders, research, and sales
Preferred qualifications, capabilities, and skills
* Detailed oriented, creative problem solver with ability to learn quickly, multi-task, and self-manage priorit...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:22
-
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: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:21
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Are you ready to take on a pivotal role within Corporate Investment Banking Finance and Business Management? On this team, you will be at the forefront of managing the liquidity and capital positions of our investment banking businesses.
This critical function is essential for establishing transparent, market-based funds transfer pricing policies and enhancing our collateral and liquidity risk management capabilities.
As a Corporate Investment Banking Treasury (CIBT) Funds Transfer Pricing Vice President within Corporate Investment Banking Finance and Business Management, you will manage the liquidity and capital positions of the investment banking businesses.
Your role will involve working closely with Corporate Treasury and Liquidity Risk Oversight to develop consolidated liquidity risk metrics and coordinate analysis and reporting for regulators and rating agencies.
You will be responsible for enhancing the forecasting and budgeting processes, defining and documenting the operating model, and producing actual profit and loss reporting and analysis.
Additionally, you will work on improving the interoperability between Funds Transfer Pricing and liquidity policy and adapting Funds Transfer Pricing processes to changes in the liquidity framework.
This role offers the opportunity to innovate and promote technology improvements, and to interact with treasury teams across Corporate Investment Banking and Treasury and Chief Investment Office, Line of Business controllers, financial controllers, external reporting, and front office.
Job responsibilities
* Enhance the forecasting and budgeting processes
* Define and memorialize the operating model with the CIBT Planning and Analysis team
* Produce CIBT actuals P&L reporting and analysis (inclusive of TCIO allocation and allocated to CIB LOBs)
* Document FTP policy and liaison with the internal control groups
* Oversee allocation of monthly funding costs through balance sheet funding engine and face off against business controllers on FTP policy changes and inquiries.
* Devise ways to automate FTP processes and drive technology improvements
* Design MIS to provide transparency and business analytics
* Improve the interoperability between FTP and liquidity policy and adopt FTP processes to changes in the liquidity framework
* Interact with the treasury teams across CIB and TCIO, LOB controllers, financial controllers, external reporting, and front office
Required qualifications, capabilities and skills
* 6+ years of financial or trading experience
* Innovative, self-starter
* Strong partnership skills to deliver multiple project in complex environment
* Experience in trading markers outside of US
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.
M...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:41:20
