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Hajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies.
Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and support with teammates, customers, and suppliers.
Throughout its history, Hajoca has played an active role in shaping advances in plumbing.
However, we attribute our success to two simple truths; a unique business philosophy and talented people.
Hajoca is all about the people, who give us our advantage, and who will guide us successfully into the future.
Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business.
A typical Profit Center is the heart of our business and consists of a warehouse, counter, sales office, and (sometimes) a showroom.
Our PCs conduct business under unique trade names and offer a customized business approach, honoring what's special about each local marketplace.
Pay for Purchasing Administrator is between $20 and $25 per hour at this location.
Job Overview
The Purchasing Administrator/Expeditor is responsible for expediting purchase orders and ensuring accuracy in pricing, quantities, and schedules.
Expeditor will liaison between purchasing team, profit centers, pricing team, and vendors requiring strong communication skills.
The expeditor will work several daily reports, transcribe detailed status updates, and may assist in other tasks or projects as needed.
Purchasing Administrator will champion our department culture statement at all times.
Core Job Responsibilities
* Perform accurate and timely Purchase Order (PO) confirmations daily.
PO shipment scheduling in detail scheduler, vendor follow-up, back-order resolution, computer system manipulation.
* Identify and resolve all vendor purchase order discrepancies prior to the final invoice processing.
* PO expediting - calling on overdue POs, checking on current ETAs, and rendering all research and acquired information into computer system.
* Work with purchasing and pricing teammates to support efforts in product substitutions, and pricing discrepancies.
* Manage daily Open Purchase Orders, AP/PO, and Detailed Inventory GP% reports.
* Assist team members in servicing Central Purchasing including answering incoming calls, faxing, filing and photocopying.
* Work with team leaders and buyers on devalued inventory transfers.
* Assist team leaders and buyers with profit center vendor returns.
* Perform other reasonably related duties as assigned by immediate supervisor or other management as required.
Basic Qualifications
* Minimum high school diploma
* Experience in a customer service, purchasing, accounts payable - familiarity with purchasing process is preferred
Skills
* Outstanding c...
Hajoca Corporation Job 6432 by eQuest
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Type: Permanent Location: Corona, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:53
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Looking for Daytime Support
Starting rate at $14.00 per hour!
Ask about our new Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Earn an additional $1300 per year for good attendance!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits.
Production: Are you goal oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines and to maximize the amount of money that goes to our mission.
In our production area you never know what you may come across! It's like Christmas every day!
Donation Attendant: Do you love a fast paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They help keep the production area organized by sorting donations as they come in.
Sales Floor Associates: If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also are ambassadors for Goodwill and answer questions that customers may have about Goodwill or our donations.
Cashier: Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers.
accurately ringing up sales transactions and letting our customers know they helped someone get a job.
Goodwill of Southeastern Wisconsin and Metropolitan Chicago is a people driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You want more from your work; you want a sense of fulfillment.
You want a career with opportunities, not just a job.
You want Goodwill, where the power of work can transform your life and the lives of others.
Amazing Reasons
* Flexible scheduling so you can have a life.
* No extended hours for the holiday season so you are able to enjoy time with your family and friends!
* Career growth opportunities through our specialized training and development.
* A guaranteed ten thousand steps to keep you active and healthy !
* 20%...
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Type: Permanent Location: Waukesha, US-WI
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:51
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Goodwill Retail Services, one of the fastest growing retailers in the area, is seeking energetic individuals who have a desire to grow with us.
Join us today to get started on your own Goodwill career path.
Ask about our new Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Earn an additional $1300 per year for good attendance!
Management incentive of based on store goals!
The Retail Supervisor contributes to the Goodwill mission by leading our retail stores and donation sites to achieve their overall goals.
As a supervisor you will be responsible for opening/closing the store, managing register efficiency, achieving daily production goals, providing excellent customer service, and developing associates.
Within our retail stores we want you to use your experience and skills to train, motivate, and lead our associates to create a customer centric store and donation environment.
You will work together with your team to achieve sales and production goals that make your store successful.
Our Retail Supervisors must exhibit the following competencies:
* Customer Focus
* Directing & Motivating Others
* Drive for Results
* Action Oriented
* Timely Decision Making
Working at Goodwill is more than a job.
You will be supporting our mission to provide training, employment, and supportive services for people with disabilities or disadvantages who seek greater independence.
RESPONSIBILITY LEVEL:
Implements strategies to achieve the goals for the organization and retail store operations.
Implements, revises, and sustains policies, procedures and programs.
Typically works on projects and initiatives that span 3 - 12 months.
PRINCIPAL DUTIES:
1.
Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special assignments.
May serve as a team member or subject matter expert on formal projects or within the department.
Effectively engages in change affecting her/him, communicating appropriately with supervisor.
Follows through on learning, skill building, and practice necessary to adapt to change.
2.
Problem Solving: Light supervision; works independently.
Periodic review of work by manager or senior coworker.
Solves problems of moderate to advanced complexity; able to identify root cause, interpret data and resolve issues.
3.
Technical Skill: Understands and applies professional principles and skills within area of specialization to modify processes to resolve situations.
4.
Community Engagement: Champions Goodwill's community engagement initiatives and serves as an ambassador for Goodwill in the wider community.
5.
Maximize the value of all donated goods and maintain production and store environment standards.
6.
Coordinate the proper rotation of goods in the store to ensure a continuous flow of new merchandise.
7.
Support the training and coachin...
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Type: Permanent Location: Melrose Park, US-IL
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:50
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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: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:49
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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.
JPMorgan Chase and Co.
(JPMorgan Chase) is committed to provide fair, equitable, and nondiscriminatory access to credit for both individuals and communities.
This commitment is part of our fundamental mission of providing quality financial services to existing and prospective customers in accordance with all applicable laws and serving unique customers.
To accomplish this, the Office of Fair Lending (OFL) has a very robust Fair Lending function that oversees firm's compliance with fair lending laws.
Office of Fair Lending is seeking a qualified Fair Lending Quant Modeling Associate Senior to perform statistical modeling and analyses to support the firm's fair lending monitoring.
This individual will also participate in related research projects to support & enhance the bank's fair lending compliance program.
Job Responsibilities:
As a Fair Lending Quant Modeling Associate Senior in this high-visibility role, you will:
* Understand lifecycle of mortgage lending and publicly available sources of data and information (e.g., Home Mortgage Disclosure Act - HMDA LAR)
* Understand fair housing laws and regulations (e.g., Equal Credit Opportunity Act; Fair Housing Act; Dodd Frank Act) and regulatory guidance (Consumer Financial Protection Bureau, Office of Comptroller of Currency) on evaluating disparate impact and disparate treatment in home lending.
* Review and understand business policies, practices, and procedures to inform analytic strategies for fair lending monitoring; develop statistical tools for decision-making.
* Identify, request, and review relevant data from appropriate parties to support ongoing and adhoc fair lending analysis projects as data-user; make recommendations to OFL leadership.
* Develop appropriate regression models and statistical techniques to evaluate potential fair lending disparities in underwriting and pricing decisions for JPMC home lending lines of business (LOBs) - Asset Wealth Management; Branch and Specialty Sales; Correspondent, etc., including Servicing and Subservicing activity (e.g., loss mitigation; modifications).
* Prepare and update model documentation of fair lending models, evaluate model performance, and adhere to Model Risk Governance and Review standards.
* Perform research and development to keep the fair lending compliance program abreast with industry and regulatory standards.
Present results to peers and department leaders.
* Prepare presentations and ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:48
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Join our dynamic team to innovate and refine technology operations, impacting the core of our business services.
As a Technology Support Lead in our Consumer and Community Banking team, you will play a leadership role in ensuring the operational stability, availability, and performance of our production services.
Critical thinking in the day-to-day maintenance of the firm's systems will be your go to and set you up for success as you navigate tasks related to identifying, troubleshooting, and resolving issues to ensure a seamless user experience.
Job responsibilities
* Demonstrate creativity, innovation and high performance.
Performance and Interoperability Requirements.
Ability to multi-task /change focus quickly.
Logging, monitoring, intelligent alerting, self-healing
* High Availability, Disaster Recovery, Sustained Resiliency, Chaos Engineering.
Service and Operational Level Agreements.
Application Knowledge Support Artifacts, etc.
* Manage day to day issues including daily health checks of applications and processes, working closely with end users, development staff and Infrastructure teams, to prioritize and resolve and/or mitigate outages
* Monitor production activities/processes to ensure timely and effective reporting, tracking, follow-up and communication of problems to internal and external clients, technical resources, and executives
* Ensures information controls, back-up and recovery strategies are in place across all environments
* Implement continuous process improvement, including but not limited to policy, procedures, and production monitoring
* Help in identifying, coordinating, and implementing initiatives/projects and activities that create efficiencies and optimize technical processing.
Develop and maintain relationships with technical staff, end users and clients.
Carefully evaluate alternative risks and solutions before taking action to provide timely resolution
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
* Proven expertise in application development and support environment with more than one technology and multiple design techniques
* Advanced knowledge of development toolset to design, develop, test, deploy, maintain, and improve software.
Java Application Support Experience
* Proficiency in one or more general purpose programming (Java, Python, .Net, C++, etc.)
* Understanding of risk controls and compliance to departmental and company-wide standards
* Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals
Preferred qualifications, capabilities, and skills
* Java Application Support Experience
* Splunk and Scripting - (Automation - using Python, Shell)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achi...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:44
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 an...
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Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:43
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
You will be required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
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 of benefits and programs to meet employee needs, based on eligibility....
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Type: Permanent Location: Germantown, US-TN
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:42
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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 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
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* 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
* Assists clients and the branch team by helping with new account openings when needed
* 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
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 heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:40
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive on the Innovation Economy Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Enterprise Software.
The Innovation Economy Technology team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents the Enterprise Software team as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 12+ years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Ability to leverage established relationships within venture capital ecosystem to drive new business
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Experience working with Capital Markets and Investment Banking products/services
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
* Willing to be FINRA licensed (SIE, Series 79, Series 63)
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to milli...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:39
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Innovation Economy Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Enterprise Software.
The Innovation Economy Technology team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents the Enterprise Software team as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 5+ years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
* Willing to be FINRA licensed (SIE, Series 79, Series 63)
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...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:39
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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 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
* 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 such, an employment offer for this position is conti...
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Type: Permanent Location: Franklin Park, US-NJ
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:38
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The Consumer Banking Internal and Executive Communications team is seeking a highly talented and creative executive communicator to support internal communications for the Consumer Banking organization.
Our commitment is to be the bank for all, easiest to do business with and trusted in our communities from a written, multimedia and event communication perspective.
As a Consumer Bank Executive Communications Analyst you will support internal communications for the Consumer Banking organization.
You will work closely with senior leaders, drafting messages, presentations and other communications on their behalf to be distributed to employees.
In addition, you will support the Office of the CEO, where you will be responsible for partnering with other Executive Communicators, Business Managers and Human Resources on monthly Cultural Messages and ad hoc requests.
At times you will need to support PR efforts and Field Communications assignments.
Job responsibilities:
* Research, write, edit and post internal communications
* Work with business SMEs and Executives
* Manage and prioritize your assignments to meet deadlines
* Develop and project-manage communication plans for major initiatives or special projects
* Participate in meetings with senior business and client stakeholders to ensure project goals are met and manage stakeholder needs and expectations
* Provide additional communications support, when needed, for other business units
Required qualifications, capabilities, and skills:
* 1 plus years of internal communications experience
* Strong leadership skills leading various communications projects end to end
* Strong sense of purpose and ties to culture
* Superior writing skills with versatility in format, including news and headline writing, feature writing, technical writing, instructional writing and copy editing.
* Efficient in Microsoft Word and PowerPoint
* Must be a quick study of complex or technical topics and be able to simplify those concepts into clear, precise writing.
* Self-motivated and comfortable working on tight deadlines.
* Must be able to produce urgent / crisis communications on demand,
* Must be focused, accurate and organized.
* Ability to work and lead collaboratively and effectively in a group setting and communicate effectively, both verbally and in writing
* Writing samples must be submitted
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 locatio...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:37
-
Job description:
The Equities Market Risk Reporting team is a function within the Equities Product Controllers which is responsible for reporting, and controlling, both internally and externally, the composition and risks across the global equities business within the CIB.
Examples of the group's work include the preparation of daily and weekly reports that the firm's businesses use to manage their risk, monitoring risk limits and notifying management of limit breaches, global regulatory reporting, and preparation of periodic overviews of VaR and Economic Stress Tests results for senior management.
The successful candidate will:
* Provide support to risk managers for ongoing monitoring and reporting of risk exposures for the line of businesses which they would cover (Exotics, Flow, Syndicates, etc.).
* Maintain data quality of reporting and utilize tools to control accuracy of reported results.
* Maintain report templates, queries and other aspects of the reporting infrastructure, both online and offline, and meet all service level agreements for report delivery.
* Analyze large amounts of data and comfortable making changes and improve end to end processes.
* Develop working relationships with internal Finance teams, Market Risk Technology, and Market Risk Coverage teams and maintain procedure documentation for all regularly-performed tasks.
* Ensure appropriate controls and governance are in place across the Reporting teams.
* Partner with other Reporting teams and groups on specific initiatives and projects.
Qualifications:
* Strong control acumen, excellent written and verbal communication skills.
* Attention to detail, strong organization and processing skills.
* Ability to work and solve problems independently, and be able to work in a deadline oriented environment
* Innovative and creative thinking, ability to multi-task and prioritize deliverables.
* Ability to improve current processes and achieve efficiencies.
* Team player who can work well with colleagues of various levels.
* Self-motivated and comfortable working with large amounts of data.
Preferred Qualifications:
* Degree in BA/BS or Accounting/Finance/Business related area required.
* Understanding of financial products and risk metrics (Delta, IBPV, Theta, etc.), derivatives exposure a plus.
* Strong Microsoft Excel/Access skills with VBA/SQL programming experience.
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 sala...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:36
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Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks.
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 will focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Sr.
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 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 7 years' experience in a Business Banking Relationship Management r...
....Read more...
Type: Permanent Location: Saddle Brook, US-NJ
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:35
-
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
...
....Read more...
Type: Permanent Location: Bloomfield Hills, US-MI
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:34
-
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...
....Read more...
Type: Permanent Location: West Lafayette, US-IN
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:33
-
J.P.
Morgan's IB Family Coverage Group is a coverage effort in the Commercial & Investment Bank focused on ultra-high net worth Families and Family Investment Firms.
The mission is to become the trusted advisor and the preeminent provider of Investment Banking services to families, family investment firms and their portfolio companies, and to provide this important client universe the same consistent and focused Investment Banking coverage that is provided to our top corporate and financial sponsor clients.
Job Summary
The Analyst will play a central role within the Family Coverage Group in all aspects of client prospecting and coverage, idea generation and M&A, debt and equity capital markets transaction execution.
In addition, the Analyst will also have an opportunity to work on transactions with the broader Strategic Investors Group (SIG) IB team.
You will be a key player in the execution of the firm's business and will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
The combined responsibilities will include but not be limited to the following:
Job Responsibilities
* Assist with client prospecting, including doing research on a number of families and family investment firms and understanding the nature of existing JPMorgan relationships
* Act in a secondary coverage capacity for key focus accounts, including idea generation and client interaction/relationship building
* Help to prepare marketing materials for meetings with clients and prospects
* Help to prepare pitch documents for all Investment Banking products, including sell-side, buy-side, equity monetization, buy-side financing and execute mandated transactions
* Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings
* Develop models, consisting of financial statements and data, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses
* Significant direct interaction with senior coverage and product bankers in the Investment Bank, Private Bank and Commercial Bank
Required Qualifications, skills and capabilities
* Bachelor's degree
* Prior work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative and business writing skills, including knowledge of corporate finance with experience in analyzing company financials
* Understands transaction cycle and the steps in the process...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:32
-
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...
....Read more...
Type: Permanent Location: Peoria, US-AZ
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:31
-
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...
....Read more...
Type: Permanent Location: Amherst, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:30
-
When you mentor and advise multiple technical teams and move financial technologies forward, it's a big challenge with big impact.
You were made for this.
As a Senior Manager of Software Engineering at JPMorgan Chase within Consumer and Community Banking, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm.
As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job responsibilities
* Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
* Drives accountability for decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures
* Define and maintain technical roadmaps to achieve functional technology objectives for SMB Travel technologies
* Ensures successful collaboration across teams and stakeholders
* Identifies and mitigates issues to execute a book of work while escalating issues as necessary
* Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team
* Creates a culture of diversity, equity, inclusion, and respect for team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* 5+ years of Travel Management technology experience
* Experience with API connectivity for Air (NDC and EDIFACT), Hotel, Rail, Car and GDS supplier content
* Experience designing and developing Corporate Account Management and Corporate Traveler Profile systems
* Experience leading teams of technologists
* Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives
* Experience with hiring, developing, and recognizing talent
* In-depth knowledge of the services industry and their IT systems
* Practical cloud native experience
* Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines
Preferred qualifications, capabilities, and skills
* Experience working at code level
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 inclu...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:29
-
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...
....Read more...
Type: Permanent Location: Greenfield, US-IN
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:27
-
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
...
....Read more...
Type: Permanent Location: Pewaukee, US-WI
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:26
-
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:26
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 ro...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-27 08:31:25
