-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you may have the opportunity to service a specific product when assisting our internal and external clients with their brokerage accounts, as well as helping them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households and...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:29
-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you may have the opportunity to service a specific product when assisting our internal and external clients with their brokerage accounts, as well as helping them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
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 pr...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:28
-
Join JPMorganChase and help deliver outstanding experiences for our clients and colleagues.
In Private Client Relationship Management, we combine best-in-class banking, lending, investments, and cutting-edge digital technology to power growth.
Be part of a team that values collaboration, inclusion, and excellence while building solutions that make a measurable impact.
As a Sales Strategy Support Analyst in JPMorgan Private Client, you oversee and execute incentive processes end to end to reinforce business strategy and encourage desired behaviors among Relationship Managers.
You collaborate across functions, ensure data integrity and controls, and translate insights into improvements that support recruiting, motivation, and retention.
Job responsibilities
* Manage and process scorecard and net-flow performance inquiries, exceptions, and error corrections.
* Communicate outcomes to stakeholders clearly and succinctly, documenting rationale and next steps.
* Identify and resolve micro-level process or system breaks; escalate macro-level issues for prompt remediation.
* Analyze inquiry patterns and processes to recommend continuous improvement opportunities.
* Collaborate with partners across the firm to enhance processes, policies, and field and client experiences.
* Summarize qualitative field feedback and report quantitative metrics on volumes, SLAs, and compensation impact.
* Maintain rigorous data quality standards and operate within a strong risk and controls framework.
* Document procedures and contribute to knowledge bases that improve first-contact resolution.
* Lead and/or actively participate in special programs and projects aligned to priority initiatives.
Required qualifications, capabilities and skills
* 3+ years of experience in financial services with background in finance, compensation, and/or HR.
* Strong understanding of Private Client products and services and the drivers of business performance.
* Proven analytical skills with the ability to translate complex data into clear insights and actions.
* Client-focused orientation with experience supporting field leaders and Relationship Managers.
* Excellent written and verbal communication skills; able to manage expectations and resolve issues.
* Strong organization and prioritization skills with attention to detail and a risk-and-controls mindset.
* Demonstrated curiosity and continuous improvement mindset grounded in facts and data.
Preferred qualifications, capabilities and skills
* Experience with incentive compensation systems, scorecard design, and exception management.
* Proficiency with reporting and collaboration tools (e.g., Excel, Tableau, SharePoint).
* Experience operating in a matrixed environment and presenting to senior stakeholders.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial g...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:28
-
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Commercial Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Commercial Banking space.
Commercial bankers generally focus on companies with annual revenues ranging from $20 million to $2 billion.
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
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* 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
* Deep local connections and market knowledge
* Corporate finance expertise and strong transaction execution skills
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
* FINRA Series 79, 63 and Securities Industry Essentials licenses preferred or may be required within 180 days of hire
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 Ch...
....Read more...
Type: Permanent Location: Reno, US-NV
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:27
-
Join us to shape the future of communications analytics at JPMorgan Chase.
As a Data Scientist in the Communications Data Solutions team, you will play a pivotal role in developing and deploying innovative AI and advanced analytics solutions that empower decision-making and deliver actionable insights.
You will collaborate with technology teams, business stakeholders, and external partners to design scalable models and analytical frameworks that support communications teams firmwide.
As a Applied AI/ML Vice President within Communications Data Solutions, you will Lead the development and deployment of advanced analytics and AI solutions to analyze communications data from diverse internal and external sources.
Design, build, and implement predictive models, statistical analyses, and machine learning algorithms to uncover insights and drive business strategy.
Collaborate with data engineers, technology teams, and external agencies to ensure seamless integration of data science solutions into centralized databases and BI platforms.
Partner with communications teams across the firm to understand their business needs and deliver tailored analytical solutions.
Develop and maintain robust evaluation frameworks to monitor model performance, ensuring continuous improvement and alignment with business objectives.
Identify opportunities for process automation and AI-driven innovation, enhancing operational efficiency and impact.
Document analytical methodologies, model metadata, and AI processes for transparency, compliance, and knowledge sharing.Foster a culture of excellence, innovation, and continuous learning within the data science community.
Job Responsibilities:
* Design and implement advanced analytics and machine learning models for communications data analysis.
* Apply statistical analysis, predictive modeling, and AI/ML techniques to extract insights from large, complex datasets.
* Collaborate with data engineers to optimize data pipelines and ensure high-quality data for modeling and analysis.
* Partner with communications teams and external agencies to understand analytical requirements and deliver impactful solutions.
* Develop and manage BI dashboards and visualizations to communicate findings and support decision-making.
* Identify and implement process improvements, automating manual workflows where possible.
* Document analytical processes, model assumptions, and results for transparency and compliance.
Required qualifications, capabilities, and skills:
* Advanced degree in Data Science, Computer Science, Statistics, Mathematics, Artificial Intelligence, or a related quantitative field.
* Proven experience in data science, machine learning, and advanced analytics, with a track record of deploying models in production at scale.
* Strong proficiency in Python and common ML frameworks (e.g., PyTorch, TensorFlow, Pandas, NumPy).
* Experience with LLM and other related frameworks lik...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:26
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Syosset, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:26
-
Join Us at 55ip & Help the Wealth Management Industry Move Forward
Working at 55ip means standing at the intersection of finance and technology-and at the cutting-edge of wealth management.
We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients.
Our Boston and Mumbai based teams have built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation.
Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last two years.
Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip.
If we look a little different, it's because we are.
We're entrepreneurs, product pros, technology enthusiast, investment scientists, and customer advocates who aim to deliver an exceptional experience-and have fun doing it.
Like lots of companies, we've got a deep bench of smart, talented, creative people, but our superpower lies in our hustle.
That extra push when others would quit, that new approach nobody else has tried, that ability to thrive at 30,000 feet or dig into the details-and to do it all with humility, empathy, and respect.
As we enter an exciting new chapter as a separately-branded subsidiary of J.P.
Morgan, we're looking for top talent-with hustle-to join us on our path to becoming an industry standard.
Position Description:
55ip is looking for an experienced software development manager to lead the 55IP platform that forms the backbone of its technology-enabled investment platform for large investment advisory (RIA) & wealth management firms.
The ideal candidate for this role has successfully designed, delivered and maintained large-scale systems for the financial services and / or capital markets' domain.
The candidate has successfully demonstrated the ability to lead and manage a team of 3-5 software developers.
The candidate will be a motivated and responsible individual; a problem solver; a team player and an empathetic leader; and a proficient software developer, looking to make a significant impact on a fast-growing company.
Responsibilities:
- The end-to-end development, enhancement and maintenance of 55ip's market data platform
- Partner with many stakeholders to define & deliver innovative solution to functional requirements
- Identify, prioritize and allocate tasks to effectively deliver to the firm's technology objectives.
- Architect & develop data ETL processes and data objects.
- Build mentor & manage a team of software developers and testers.
- Planning and running agile-scrum sprints.
- Ensure the team (a) delivers high quality coding standards through code reviews; (b) conducts thorough unit / functional testing; and (c) provides support during UAT & post go-live phases.
Qualifications / Skillsets:
- 12- 14 years of experience in software development.
- Recent experience in leadi...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:25
-
Step into the role of AI - Automation & Process Improvement Lead and transform Global Card Operations by unleashing the power of Alteryx, UiPath, Pega, Tableau, and AI to automate, visualize, and innovate.
Be the driving force behind smarter processes, seamless solutions, and impactful change across the business.
As the AI - Automation & Process Improvement Lead within the Global Card Operations teams, you will leverage tools such as Alteryx, UiPath, Pega, and Tableau, along with artificial intelligence (AI), to automate manual processes, create data visualizations, solve problems, and enhance processes.
Job Responsibilities:
* Learn and understand Global Card Operations processes in order to identify inefficiencies and opportunities to improve processes
* Leverage tools like Alteryx, UiPath, Pega, etc.
and AI to automate manual processes
* Leverage Tableau to create dashboards and other data visualizations
* Engage with business partners across CIB to solve issues and implement solutions
* Interact with stakeholders to share upcoming enhancements, accomplishments and obtain feedback
* Recognize and act on opportunities to improve processes
* Ensure all the risk and control requirements are adhered to and we maintain an audit ready environment
Required qualifications, capabilities and skills:
* Experience automating processes with tools like (Alteryx, UiPath, Pega, etc.)
* Experience in (or ability to learn) Tableau for data visualization
* Excellent teamwork and ability to build strong working relationships
* Ability to work under pressure, prioritize, and meet tight deadlines
* Ability to work independently and within a group on various projects
Preferred qualifications, capabilities and skills:
* Knowledge of VBA coding in Excel, VBScripts, Python and iRecs
Please note this role is not eligible for employer immigration sponsorship.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition r...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:24
-
Are you ready to elevate your career in a fast-paced, innovative environment? The Prime Brokerage department provides packaged services to hedge funds and professional investors, enabling them to finance their investment activities through a bespoke range of products tailored to their needs.
Our services include Global Custody, Securities Lending, Financing, and Margin Solutions.
As an Associate in our Prime Brokerage team, you will have the opportunity to develop your skills while contributing to a collaborative group that values growth and learning, you will join us and be part of a company that supports your professional journey and offers exciting challenges.
This is an excellent opportunity for a motivated professional seeking to make a difference in a supportive and dynamic environment.
You'll work alongside individuals with diverse skills and backgrounds, united to achieve common goals through excellence and creativity.
T he successful applicant will be required to successfully obtain their FINRA Series 99 certification within 12 months of their start date.
Job responsibilities
* Process payments and review incoming cash wires for institutional and retail clients
* Apply and monitor payment controls, ensuring adherence to standards
* Investigate and resolve cash and control breaks
* Liaise with global partners and stakeholders to resolve reconciliation issues
* Perform and help design key controls across the trade lifecycle process
* Analyze and identify opportunities to increase STP (Straight Through Processing)
* Support the development and revision of company and department policies and procedures
* Ensure timely completion of work items
* Prepare and analyze metrics
Required qualifications, capabilities, and skills
* Experience using automation technologies to optimize systems and processes
* Knowledge of market products, operating procedures, and relevant industry regulations
* Proactive approach to problem solving and ownership of issues
* Strong time management and ability to deliver under pressure
* FINRA licensing: SIE + Series 99 (or willingness to obtain)
* Data analysis skills and ability to communicate insights effectively
* Ability to create and deliver presentations to management and stakeholders
Preferred qualifications, capabilities, and skills
* Experience in financial services, especially Corporate Banking
* Payments understanding and background
* Experience within Prime Brokerage, Securities Settlements, or Asset Servicing
* Reconciliation experience
* Analytical skills
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...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:24
-
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: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:23
-
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: Oak Park, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:22
-
Join a high-impact team that turns data into decisions for Wholesale Lending Services.
You will shape strategy, elevate transparency, and partner with senior leaders to execute end to end
As a Wholesale Lending Services Finance and Business Management within our Finance team, you will lead a team that clarifies performance, financials, and capacity across WLS.
You'll partner closely with Operations, Finance & Business Management, and Data & Analytics to deliver executive-ready analysis and reporting.
Your work will strengthen financial controls, enhance forecasting, and inform strategic decisions that impact clients and the firm
Job Responsibilities
* Serve as a strategic advisor to WLS and F&BM leadership, shaping and communicating strategy, projections, and trends through executive-level presentations
* Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences
* Coordinate deliverables across business management, finance, operations, and product teams to support priorities and transformation initiatives
* Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g., PitchPro+)
* Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals
* Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights
* Strengthen financial controls and data integrity to enable confident, timely decision-making by senior stakeholders
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Business, Finance, Economics, or related field; MBA preferred
* Significant experience leading diverse teams and cross-functional initiatives in business management, operations, or consulting
* Advanced presentation and storytelling skills, simplifying complex topics for executive audiences
* Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving
* Excellent project management, prioritization, and time management skills in fast-paced environments
* Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills
* Self-starter with a high degree of ownership and independence, driving outcomes with quality and speed
Preferred Qualifications, Capabilities, and Skills
* Experience with capacity modeling and activity-based costing in lending or financial services operations
* Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g., PitchPro+)
* Background in wholesale lending or credit operations, with knowledge of performance metrics and cost drivers
* People leadership ...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:22
-
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 a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Saugus, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:21
-
J.P.
Morgan Asset Management - Real Estate Americas is one of the world's largest real estate investment advisors with over $70 billion of real estate assets under management in North America.
Given its relationships, reputation, and size, JPMAM Real Estate Americas transacts in an average of $7 billion in combined acquisition and disposition activity annually.
JPMAM Real Estate Americas is comprised of more than 250 real estate professionals organized within key functional areas.
Job Summary
As an Associate in the Real Estate Americas Debt Investment Team, you will play an integral role in identifying and underwriting prospective lending opportunities across various property types.
You will formulate investment strategies and recommendations, review market research, prepare investment committee memos, and participate in investment committee presentations.
You will also develop strong relationships with brokers, banks, borrowers, and industry peers.
Job Responsibilities
* Underwrite potential lending opportunities for various funds and investment vehicles
* Analyze investments up and down the capital stack, across multiple product types and risk profiles from senior loans to mezzanine investments
* Create detailed and complex financial underwriting models for the financing of real estate investments
* Assist with modifications and loan restructurings on an as needed basis
* Perform property and market research through conversations with brokers, sponsors, market participants, and REA regional teams to understand the key risks of each investment and vet underwriting assumptions.
* Assist in execution of deals from underwriting through closing
* Conduct site inspections
* Participate in the preparation of internal memos, due diligence, site inspections, managing documentation and the investment closing process
* Communicate investment recommendations with senior leaders and the investment committee
* Collaborate with Asset Management, Valuations, Finance, and other internal stakeholders
* Provide support for the continuous asset management of existing investments
Required qualifications, capabilities and skills
* A minimum of 5 years of real estate work experience.
* Excellent financial modeling skills including high proficiency in Excel; Argus proficiency
* Knowledge of fundamental real estate cash flow and valuation analysis for office, industrial, retail, and multifamily sectors
* Experience with deal management, including risk identification and structuring to mitigate risk
* Ability to multi-task and work effectively on multiple deals with several originators
* Strong interpersonal skills to establish and manage relationships with borrowers, mortgage bankers, participating lenders, lawyers, and team members.
* Excellent written and verbal communication skills
* Highly organized with a keen attention to detail
* Strong quantitative and ana...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:21
-
Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Hedge Fund Credit Risk Associate on the Commercial and Investment (CIB) Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies.
You will develop quantitative and qualitative skills to analyze the creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity.
Our team is responsible for extending credit to counterparties through traditional lending activity and market based transactions.
Job Responsibilities
* Assess creditworthiness of clients and assign appropriate credit ratings
* Perform customer due diligence and financial analysis and summarize in written credit approval memos and reviews
* Review and approve trading activity, including recommending margin requirements as well as structural enhancements
* Set and communicate credit exposure appetite across trading products utilizing internal exposure methodologies
* Oversee legal negotiations for traded products
* Be principal contact for and partner with colleagues from Sales & Trading, Prime Brokerage, Investor Client Management, Treasury & Security Services, Legal, Investment Banking Coverage, Syndicated & Leveraged Finance, Debt Capital Markets, and Ratings Advisory
* Understand market developments and industry trends and assess the impact on client portfolios and strategies
* Demonstrate ability to mentor/guide junior resources
* Lead group wide efficiency projects
Required Qualifications, Capabilities and Skills
* Undergraduate degree in finance or related field
* An understanding of accounting, trading products and an interest in markets
* Strong interest in client interaction and possess outstanding verbal and written communication skills
* Ability to multi-task and perform well under pressure on teams in a demanding environment
* Highly proficient in Excel, PowerPoint and Word
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:20
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business 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
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* 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
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Lake Worth, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:19
-
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: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:18
-
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: Decatur, US-GA
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:17
-
Agency and Institutional Capital Banker - Commercial Real Estate
The Commercial Bank is expanding its presence in GSE Multifamily lending.
We are seeking a seasoned commercial real estate sales professional with experience originating Fannie Mae DUS™ and Freddie Mac Optigo™ loans.
This is an extraordinary opportunity to help build and grow a new line of business within the industry leading JPMorganChase commercial real estate platform.
Commercial Banking delivers extensive industry knowledge, local expertise and seamless global capabilities to clients-including corporations, municipalities, financial institutions, real estate investors and owners, and not-for-profit organizations-with annual revenue generally ranging from $20 million to $2 billion.
We offer a comprehensive set of financial products and services including credit, asset-based lending, real estate finance and treasury.
We also provide clients with access to investment banking and asset management services.
Job Responsibilities
* Originate Fannie Mae DUS™ and Freddie Mac Optigo™ loans using your personal network and leveraging JPMC's relationships
* Effectively communicate the advantages of Agency loan programs to clients and act as product champion internally for Agency lending products so that Conventional and Affordable relationship bankers can effectively serve their clients and leverage your team's expertise
* Manage and execute Fannie Mae/Freddie Mac Multifamily transaction while working closely with partners in Risk, Finance, Servicing and Legal to grow the business responsibly and with operational excellence
* Develop and grow portfolio through prospecting and client relationship management using extensive real estate knowledge and technical expertise
* Screen opportunities by analyzing market data, property and clients financials, and work closely with the screening team to obtain preliminary loan information and provide initial loan sizing, pricing and terms
* With Marketing engagement, develop a business plan to attract new customers and increase brand awareness, including professionally represent the Bank at industry related conferences and events
* Engage and participate in ongoing strategic initiatives with Cross Line-of-Business partners including Treasury Services and Digital platforms
Required qualifications, capabilities, and skills
* Ideal candidate will have an existing book of clients and direct relationships with multifamily borrowers
* Eight to ten+ years proven commercial multi-family real estate income property lending experience
* Quantifiable sales/origination experience in Fannie Mae/Freddie Mac multifamily loan production
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 hist...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:16
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business 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
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* 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
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Libertyville, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:16
-
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: Foley, US-AL
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:15
-
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: Lincoln, US-NE
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:14
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Chelan, US-WA
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:14
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Washington, US-MO
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:13
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Leesburg, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-14 08:30:12