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Join a team transforming how data and analytics deliver value across the enterprise.
You will lead the agility strategy and operating model that accelerates delivery and improves outcomes.
You'll scale modern product practices, lean portfolio management, and organizational change to unlock throughput, quality, and predictability.
Grow your career by building high-performing teams and shaping the adoption of artificial intelligence and machine learning (AI/ML) and data platforms powering key experiences.
As a Director of Agility in Data and Analytics, you own the agility strategy across data platforms, data products, data management and governance, data publishing and processing, applied artificial intelligence and machine learning (AI/ML), and experience.
You drive measurable improvements in throughput, quality, predictability, and value realization by orchestrating cross-team delivery and scaling ways of working.
You connect strategy and objectives and key results (OKRs) to backlogs and capacity, ensuring goals are feasible given constraints, technical debt, and data readiness.
You partner across product, engineering, governance, and controls to align roadmaps and remove blockers early.
You foster an inclusive, continuous improvement culture that emphasizes transparency, accountability, and end-to-end value.
You'll energize a portfolio spanning foundational data platforms, domain data products, advanced analytics, and AI services.
You enable integrated demos and coordinated release windows that showcase end-to-end outcomes.
You design change strategies and communities of practice that sustain new behaviors and ways of working.
You shape communications that keep executives and teams aligned on decisions, actions, and timelines.
You balance innovation with stability by managing cumulative change load, environment freezes, and readiness gates.
Job responsibilities
* Establish and coach portfolio-consistent Scrum/Kanban practices, definitions of ready/done, and team operating rhythms.
* Lead portfolio cadence including cross-team sprint planning, mid-sprint syncs, sprint reviews, retrospectives, and integrated end-to-end demos
* Drive empirical process control through transparent backlogs, measurable sprint goals, and continuous improvement.
* Define and maintain a single source of truth for portfolio health (predictability, throughput, flow efficiency, WIP, quality, risk) with dashboards and alerting for variance, bottlenecks, and flow interruptions.
* Facilitate regular delivery health reviews with product and engineering leadership, driving data-informed interventions.
* Build and maintain cross-team dependency maps and a living program board; perform critical-path analysis and negotiate resequencing and capacity shifts to protect milestones; track dependency lead time and mean time to unblock.
* Orchestrate rolling wave planning and capacity-based prioritization across platforms, data products, analytics,...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:06:02
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The objective of the Treasury/Chief Investment Office (TCIO) is to manage the Firm's consolidated interest rate and FX risk through various investment and hedging strategies.
TCIO executes market transactions using a diversified slate, including fixed income, FX and credit products.
Risks managed by the TCIO include structural interest rate, mortgages and foreign exchange risk.
Products utilized include fixed income securities, mortgage-backed securities, interest rate swaps, and cross currency swaps.
The candidate will join Treasury Chief Investment Office's North America Product Control team whose principal responsibility is oversight and financial reporting of CIO's hedging activity.
The team's primary focus is ensuring the proper implementation of Derivative Accounting and reporting policies as well as the preparation of related reports and analyses.
In addition to providing insight into the function of the Chief Investment Office, the role will provide the candidate with exposure to a range of products including interest rate swaps, cross currency swaps, and various fixed income products.
Position Responsibilities:
* Preparation & analysis of various daily P&L and position reports for Front Office
* Ensure completeness and accuracy of hedge documentation
* Work closely with Technology teams to implement reporting requirements and resolve issues
* Monthly monitoring and reporting of core level balances and thresholds
* Prepare and review monthly regression analysis to assess hedge effectiveness
* Compile various analyses to explain P&L components and drivers of hedge activity
* Implementation of new hedging strategies
* Oversight of various procedures and controls surrounding hedging activities
* Recommend areas for improvement and streamline processes where appropriate
* Participate in ad-hoc projects and other analytical requests
Skills Required:
* Strong organization and analytical skills
* High motivation, a desire to learn, and ability to quickly climb learning curve
* Basic understanding of Interest Rate Swaps, Cross Currency Swaps, Fixed Income Instruments and Debt products
* Capable of prioritizing multiple tasks and deliverables and meeting recurring deadlines
* Proficiency in Excel and some familiarity with Data Analytics Tools
* Ability to quickly learn various reporting and risk systems
* Solid understanding of financial accounting and finance
* Strong communication skills and the ability to interface effectively with Front Office, Operations and Technology teams
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 ba...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:06:01
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Lakewood, US-WA
Salary / Rate: Not Specified
Posted: 2026-02-28 08:06:00
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Spring, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-28 08:06:00
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Join Valerie Wilson Travel as a Servicing Travel Advisor IV - Client Engagement Quality Control Lead and redefine how discerning clients begin their journeys by owning lead intake quality control, streamlining onboarding workflows, and elevating operational excellence across every channel.
You'll pair high-touch client engagement with rigorous data integrity, metric-driven performance reporting, and continuous improvement to deliver a seamless, best-in-class onboarding experience for luxury and high-net-worth travelers.
As a Servicing Travel Advisor IV - Client Engagement Quality Control Lead within Valerie Wilson Travel, you will serve as a strategic leader responsible for overseeing lead intake quality control, optimizing client onboarding workflows, and ensuring operational excellence across all client engagement channels.
This role plays a critical part in enhancing the overall client onboarding experience while driving data integrity, responsiveness, and seamless execution of new client initiatives.
In this elevated capacity, you will combine hands-on client engagement with quality control oversight, performance reporting, and continuous improvement initiatives.
You will manage and optimize intake workflows, support new client consultations, oversee Customer Relationship Management (CRM) data integrity, and provide leadership visibility into onboarding performance metrics - ensuring a best-in-class experience for luxury and high-net-worth clientele.
Job Responsibilities
* Oversees all lead intake channels and initiative inboxes, ensuring timely responsiveness in alignment with established Service Level Agreements (SLAs).
* Implements and maintains standardized inbox management and onboarding procedures to ensure operational consistency and quality control.
* Monitors and triages incoming communications, ensuring accurate routing and resolution while minimizing service disruptions.
* Conducts consultation calls with new clients to gather insights and support a highly personalized onboarding experience.
* Manages scheduling and coordination of new client engagement calls in partnership with the Manager of Client Engagement.
* Oversees the end-to-end client onboarding process, including advisor assignment and development of comprehensive CRM client profiles.
* Ensures data integrity across CRM platforms and Monday.com, maintaining accurate lead pipeline tracking and client reporting.
* Tracks and reports on intake performance metrics, response times, and onboarding trends to inform leadership decision-making.
* Identifies opportunities to improve efficiency, personalization, and pipeline conversion rates.
* Maintains and audits departmental communication templates and onboarding documentation to support continuous improvement.
* Collaborates with cross-functional partners to execute client engagement strategies that enhance service excellence and brand alignment.
Required qualificati...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:59
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We're looking for a tech leader ready to take their career to new heights.
Join the ranks of top talent at one of the world's most influential companies.
As a Principal Software Engineer at JPMorgan Chase within the Consumer &Community Banking Digital Technology, youprovide deep engineering expertise and work across agile teams to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Leverage your deep expertise to consistently challenge the status quo, innovate for business impact, lead the strategic development behind new and existing products and technology portfolios, and remain at the forefront of industry trends, best practices, and technological advances.
Job responsibilities
* Advise and lead on the strategy and development of multiple products, applications, and technologies across a portfolio of iOS based Mobile applications
* Create novel code solutions and drive the development of new production code capabilities across teams and functions
* Translate highly complex technical issues, trends, and approaches to leadership to drive the firm's innovation and enable leaders to make strategic, well-informed decisions about technology advancements
* Provide architectural direction and guidance for current and future state Mobile platform engineering efforts
* Drive adoption and implementation of technical methods in specialized fields in line with the latest product development methodologies for mobile platforms
* Create durable, reusable software frameworks that are leveraged across teams and functions
* Influence across business, product, and technology teams and successfully manage senior stakeholder relationships
* Champion the firm's culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience in mobile engineering (iOS)
* Practical experience delivering system design, application development, testing, and operational stability for commercially used digital platforms
* Expert in one or more programming language affiliated with mobile engineering efforts to include (Swift/Objective C)
* Demonstrated prior experience with influencing across functions and teams and delivering value at scale
* Experience applying expertise and new methods to determine solutions for complex technology problems across various technical disciplines
* Extensive practical cloud native experience
* Strengths in executive presentation skills and ability to influence stakeholders in a matrixed environment
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:58
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Do you have b aseline knowledge or equivalent expertise in financial markets and understanding of the transaction lifecycle? Do you have a demonstrated ability to manage cash movements and coordinate with various business lines for proper funding? If so, this is the team for you.
As a Trade Lifecycle Fixed Income Analyst within the Market Operations team at JPMorganChase, you will play a crucial role in balancing, reconciling, and comparing security trades for the Purchase & Sales Department.
You will engage with stakeholders to ensure new businesses and trade flows work properly, and coordinate with technology for trade investigation and process improvements.
Your work will directly impact the firm's operations and contribute to the wider community by ensuring accurate and efficient trade processes.
Your success will depend on your ability to actively listen, ask insightful questions, and establish productive relationships with internal stakeholders, as well as manage projects and influence outcomes.
You will have the opportunity to develop your understanding of market products and emerging technologies, directly impacting the team's goals and performance.
Regular guidance and support from more experienced professionals will help you grow in your role.
Join our team at JPMorganChase, where you'll play a crucial role in managing the pre- and post-trading life cycle operations.
Your focus on cash movements, funding coordination, and process improvements will be key to enhancing operational efficiency and driving success.
Job responsibilities
* Manage cash movements into and out of client accounts, ensuring accurate allocation and reconciliation of funds.
* Collaborate with other business lines to facilitate proper funding, ensuring seamless coordination and communication.
* Contribute to the identification and implementation of process improvements, utilizing knowledge of automation technologies to enhance efficiency.
* Participate in projects related to trade lifecycle operations, assisting in the planning and execution stages to meet set objectives.
* Develop a foundational understanding of market products and regulations, applying this knowledge to daily operations and decision-making processes.
* Adapt to tight deadlines by effectively organizing and prioritizing work, while applying a strong logical and analytical mindset to think outside the box and challenge the status quo.
* Balance and reconcile all transactions processed through JPMS LLC.
* Notify correspondents and trading desks of unmatched trades.
* Resolve all suspense account breaks and review rejected transactions.
* Assist stakeholders in updating/correcting trades upon requests.
* Identify thematic issues and provide suggestions for improvement.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in financial markets and understanding of the transaction lifecycle.
*...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:58
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Leverage your deep knowledge to reshape how clients experience our products and help to elevate every client interaction.
As a n Executive Director in Global Payments Advisory team, you will be an integral part of client facing teams, providing subject matter expertise in the Treasury and Finance domain, advising and solutioning for the largest and most strategic clients in North America across multiple industries , with a deeper focus on diversified industrial sector .
You will have a deep understanding and working experience with treasury and financial departments and/or have led treasury and finance transformation /consulting projects.
You will exhibit strategic and original thinking, share treasury best practices, industry trends, conduct in-depth analyses, solution whiteboarding, and demonstrate robust client-facing skills.
You will also be creating thought leadership content for pitching payments solutions and work in partnership with sales and product teams to increase client engagement.
You will work closely with the Sales team to meet new sales, pipeline and portfolio growth targets.
Job Responsibilities
* Work independently and in partnership with the Global Industry teams to develop and deliver treasury best practices, industry trends, benchmarking, compelling market analysis and banking solutions aligned with key priorities and needs of clients
* Understand JPM product offerings (cash management, liquidity, FX, merchant acquiring, trade and working capital solutions) and leverage them to structure the solution for corporate clients
* Conduct treasury whiteboarding sessions and provide clients with insights and propose solutions to help improve Payments and Treasury operations
* Stay on top of industry trends; understand clients ecosystem and evolving business operating models to define and refine treasury & payment solution strategy and engagement approach
* Use treasury expertise and industry intelligence to build engaging campaigns and go-to-market sales plans to support pipeline growth
* Enhance external visibility by participating and presenting at JPM proprietary events, industry roundtables, and client events
* Drive and/or support thought leadership content, develop success stories, solicit feedback from clients and internal partners, promoting replication
* Organize trends, meet with clients, collect feedback and partner with Product to exchange insights and support roadmap
* Provide coaching to broader coverage and sales teams on relevant best practices and JPM industry value proposition in addressing clients' needs
* Ensure strong risk management, compliance, and adherence to relevant policies and procedures
Required qualifications, capabilities, and skills
* (10+ years) Prior experience of working in a Corporate Treasury and Finance Function of large multinational corporation and/or treasury and finance transformation consulting experience
* Strong understan...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:57
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If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you.
As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers (BRM) in developing new business and deepening existing relationships to position JPMorgan Chase as the primary bank for our clients.
Job responsibilities
* Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
* Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
* Manage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
* Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
* Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
* Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
* Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment
*
Required qualifications, capabilities, and skills
* Minimum of 7 years' experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
* Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
* Strong communication skills with individuals at all levels, internally and externally
* Analyze reports, metrics, and other data to identify trends, issues, and opportunities
* Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong cu...
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Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:57
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As a Practice Management Consultant within J.P.
Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Operate as subject matter expert on the Practice Management tools, products and capabilities
* Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives
Required qualifications, skills, and capabilities:
* 6+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
* Exceptional written skills and strong executive communications experience
* Series 7, Series 66 required
Preferred qualifications, skills, and capabilities:
* CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or 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 reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and bene...
....Read more...
Type: Permanent Location: Cherry Hill, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:56
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Clearwater, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:55
-
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: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:55
-
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: Portage, US-IN
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:54
-
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: Trinity, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:53
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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: Cranberry Township, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:53
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Description:
The Client Skills Training Team is dedicated to designing, developing, and delivering consistent skills and knowledge-based global training programs for teams and individuals across Asset Management.
As part of the broader Global Product Strategy, Development & Client Skills Training organization, this role offers deep insight and connection to the entire Asset Management business, including opportunities to interact with senior stakeholders.
In addition to client skills, this role will also focus on training employees on our proprietary technology platforms, ensuring our teams are equipped to leverage cutting-edge tools in their daily work.
Job Summary:
As the Asset Management Client Skills Training and Technology Training Associate, you will be responsible for developing, designing, and delivering a suite of training programs-including those focused on our proprietary technology platforms.
You will contribute to the prioritization and execution of strategic business initiatives, and play a key role in upskilling professionals to best serve our clients and maximize the value of our technology solutions.
The team covers nearly all areas of Asset Management, with a focus on Client Advisors, Investment Specialists, Client Service teams, and technology adoption.
Job Responsibilities:
* Manage project plans and timelines, coordinate logistics, and measure the success of training initiatives to drive the implementation of our Asset Management Training Strategy.
* Design and deliver training programs on proprietary technology platforms, ensuring employees are confident and proficient in using these tools.
* Support strategic initiatives and key priorities by providing insights for continuous improvement.
* Build strong partnerships with key stakeholders to drive our training strategy.
* Participate in collaborative initiatives with regional and global team members and managers, seeking ways to continually simplify, improve, and add value to existing business practices.
* Communicate effectively with key business partners regionally and globally to understand initiatives and drive next steps, always aiming to build scalable, consistent processes.
* Collaborate with business stakeholders and subject matter experts to design engaging training content, assessments, and workshops, ensuring content builds on foundational programs and bridges to advanced learning.
* Coordinate agendas, presentations, and follow-ups for internal forums (e.g., management meetings).
Required Qualifications, Capabilities, and Skills:
* Passion for innovation, productivity, process improvement, and helping others grow.
* Strong project management skills with attention to detail and the ability to execute multiple projects simultaneously.
* Ability to synthesize information and formulate clear, compelling presentations for Senior Management.
* Strong work ethic; self-starter with a creative, can-do attit...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:52
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Join us to shape the future of affluent banking.
As a Vice President in Product Management, you will lead high-impact growth initiatives, elevate client and banker experiences, and expand our value proposition for affluent clients.
Collaborate across consumer and wealth businesses to deliver outcomes that matter-measured performance, scaled impact, and relentless execution.
Job Summary
As a Vice President in the Affluent Banking General Management team, you set the vision and execution plan for affluent growth across consumer and wealth businesses.
You lead sales partnerships, drive lead generation and client assignment strategies, and deepen relationships into wealth management.
You develop and execute internal and third-party capabilities, turn analysis into action with cross-functional partners, and monitor the impact of growth initiatives to accelerate business performance.
Job responsibilities
* Lead Chase Private Client and sales partnership across Chase Private Client and JPMorgan Private Client to deliver industry-leading growth, business performance, and client experience across Consumer Bank and Wealth Management.
* Drive growth across Chase Private Client and JPMorgan Private Client in partnership with marketing and sales by optimizing strategies for affluent leads, client assignment, and sales drive.
* Lead cross-line-of-business sales partnership to maximize client acquisition, retention, and deepening, with a focus on wealth management.
* Develop and execute internal and third-party capabilities to deepen into wealth and expand our value proposition.
* Collaborate with cross-functional teams to deliver exceptional client and banker experiences that drive growth.
* Monitor and assess the impact of growth initiatives on business performance.
* Lead ad hoc strategic initiatives to accelerate growth and deliver seamless banker and client experiences.
Required qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, or a related field.
* 7+ years of experience in product, sales strategy, or business leadership in financial services.
* Proven track record delivering growth and business performance in retail banking or wealth management.
* Strong sales orientation and ability to drive execution with cross-functional partners.
* Excellent communication, interpersonal, and analytical skills.
* Ability to lead through ambiguity, execute in a fast-paced environment, and adapt to changing conditions.
Preferred qualifications, capabilities and skills
* MBA degree.
* Experience leading cross-functional teams.
* Strong leadership and mentoring skills.
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:51
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:51
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of bu...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:50
-
The CX Insights team integrates customer intelligence, journey analytics, and solution delivery to drive measurable improvements across the Card business.
Operating horizontally across all P&L owners and functional partners, the team creates a unified view of customer friction, competitive positioning, and experience health.
Our mandate is to identify, quantify, and resolve customer pain points while steering the organization toward a multi-year, future-state CX vision grounded in competitive insights and data-driven strategy.
Structured around three core pillars-Customer VOC & Journey Analytics, CX Solution Orchestration, and CX Strategy & Vision-the team acts as the connective tissue across the business, accelerating delivery and embedding disciplined CX thinking into strategy, planning, and execution.
Role Overview:
This role offers an exciting opportunity to deepen your expertise in customer experience insights, collaborating across Consumer and Community Banking to drive meaningful improvements for our customers.
As a Senior Associate within the CX Insights team, you will leverage a variety of data sources, analytical tools, and research methods to develop a strong understanding of the Card & Connected Commerce customer journey.
You will help identify pain points, uncover trends, and support the translation of insights into actionable recommendations that inform strategy and enhance the customer experience.
Key Responsibilities:
* Aggregate and analyze CX data from multiple sources to identify key trends, pain points, and opportunities across Card & Connected Commerce.
* Synthesize findings into clear, actionable insights for business partners and leadership.
* Monitor and interpret NPS and other customer feedback metrics, highlighting challenges and recommending solutions.
* Collaborate with cross-functional teams to prioritize and implement CX improvements.
* Proactively communicate insights and recommendations to stakeholders, ensuring alignment and driving action.
* Support the development of business cases for CX initiatives based on data-driven insights.
Required Qualifications, Capabilities, and Skills:
* Strong analytical skills with experience in data interpretation and insight generation.
* Ability to translate complex data into clear, strategic recommendations for diverse audiences.
* Excellent written and verbal communication skills.
* Proven ability to collaborate effectively with cross-functional teams.
* Strong organizational skills and attention to detail.
* Proficiency in MS Excel, PowerPoint, and data visualization tools.
* Bachelor's degree required.
Preferred Qualifications, Capabilities, and Skills:
* At least 3 years of relevant experience in customer experience, analytics, or a related field.
* Experience with strategy, consulting, or business analysis.
* Knowledge of Card products and customer journeys.
* Master's degree prefe...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:49
-
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: Sun City Center, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:49
-
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: Spring, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:48
-
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: Sidney, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:47
-
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: Baldwin, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:46
-
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially 40-50 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
*...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-28 08:05:46
