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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative 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, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package i...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:11
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Looking for a role where you can further develop your knowledge of Markets businesses, use your analytical and quantitative skills and work with stakeholders across the Firm to drive a challenging agenda? This position offers exposure to senior management, regulatory engagement, and the chance to work on high-profile projects.
Join us and be part of a diverse, inclusive team that values innovation and collaboration.
As a Vice President in the Resolution Stress Testing team, you will be at the forefront of developing our modeling strategy to wind down markets businesses during a recovery or resolution event.
You will work closely with various lines of business to develop strategies for packaging and selling our markets business.
Your role will involve developing approaches to and quantifying exit costs, estimating liquidity impacts, and assessing Risk-Weighted Assets (RWA) as a result of the strategy.
Play a crucial role in shaping the firm's strategic response to regulatory challenges and gain exposure across the organization to develop your expertise in stress testing in deep market and idiosyncratic scenarios considered in Recovery and Resolution Planning.
Job responsibilities
* Act as the modeling lead across the Commercial and Investment Banking Recovery & Resolution model suite
* Partner with finance teams to develop packaging and unwinding methodologies
* Create accurate and sustainable modeling frameworks; developing strong implementation structures is key
* Confidently explain results and keep senior stakeholders informed through regular presentations.
* Challenge pre-existing modeling assumptions to improve the process
* Serve as the counterweight and primary contact for Model Risk
Required qualifications, capabilities, and skills
* 7+ years of experience in model development, review or testing
* Strong sense of modeling best practices, including model success criteria, documentation and implementation
* Strong prioritization skills, with the ability to manage a book of work on several models
* Initiative-taking and self-organized with the ability to solve problems independently
* Ability to distill information clearly, which ranges from discussing detailed modeling methodologies with Model Risk to summarizing approaches and key information with senior management
* Comfortable with detailed independent analysis and coordinating input from others
Preferred qualifications, capabilities, and skills
* Preferred experience in derivatives pricing, securities, secured funding, market/counterparty risk, or valuations
* Technical skills including Python or Alteryx
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 ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:10
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JOB DESCRIPTION
Scope
Contribute to the achievement of the Chubb Global Casualty business plan.
The Senior Underwriter is responsible for production, underwriting and maintenance of new and renewal domestic casualty accounts within a defined territory.
In addition, the Senior Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the assigned territory to assure the continued flow of new business opportunities while representing all Chubb Global Casualty segments and products.
Responsibilities
* Solicits new and renewal submissions from brokers
* Determines terms and conditions and complex rating plans
* Binds coverage
* Documents the underwriting files
* Handles challenging files and portfolios within underwriting authority
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:09
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JOB DESCRIPTION
Role Purpose
The Business Analyst is responsible for analyzing Chubb A&H, Life and Personal Lines businesses established in Central America and PR.
Is responsible also, of analyze business, financial and operational risks.
Must collect, interpret and manage business and financial information to improve business results and identify business risks and opportunities.
Work with Accident and Health line of business, Central America Region and other cross functional teams to ensure operational capabilities for new business comply with required global and regional policies.
Key Responsibilities
* Analyze, monitor and manage the monthly business campaign approval process (consolidation and analysis, profiles updates, analysis of expected cost, sales and results by campaign, work with the country to put in place action plans, etc.).
* Analyze and track periodic commercial and financial reports.
* Identify risks and opportunities by analyzing expected versus actual performance to identify and fix areas of improvements.
* Validate and monitor business/sales KPI's (Key Performance Indicators) by campaign/sponsor/country/Line of Business.
* Prepare and monitor monthly P&L by product/sponsor for A&H, PL and Life.
* Support on Forecast and Budget processes.
Role Profile Chubb Insurance Company of Puerto Rico
* Ensure the Multiline Business follow Direct Marketing controls.
* Prepare ad-hoc reports for senior management decision making.
* Act as a liaison between countries and Latinamerica region.
* Perform specials projects and other related duties as assigned.
QUALIFICATIONS
Requirements
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against...
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Type: Permanent Location: San Juan, US-PR
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:08
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JOB DESCRIPTION
Westchester, a Chubb company and a leader in specialty insurance, is seeking a highly skilled and motivated Senior Inland Marine Underwriter to join our dynamic team.
In this pivotal role, you will leverage your deep industry expertise to underwrite complex inland marine risks, drive profitable growth, and deliver exceptional service to our valued clients and broker partners.
If you are a results-driven professional with a passion for underwriting and a commitment to excellence, we invite you to explore this exciting opportunity with Westchester.
Duties may include but are not limited to:
* Within established business plans and assigned authority, select, analyze and underwrite individual risks utilizing corporate pricing and reinsurance techniques to obtain desired results.
* Provide quality and timely input on assigned projects in order to meet the Company's needs in the changing market and support profitable growth.
* Monitor results of the overall book of business assigned and recommend corrective action as necessary to insure retention of desirable accounts.
* Make customer presentations/visits on behalf of Chubb Marine to develop positive, long-term broker relationships.
* Participate in audits and/or underwriting meetings as required.
* Cross-sell opportunities within other Chubb divisions through promotion of their products and services.
QUALIFICATIONS
* Business
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:07
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JOB DESCRIPTION
This is a high-impact role in Chubb's Small & Lower Midmarket ("SLM") Construction Industry Practice ("IP"), which targets accounts up to $50M revenues.
This position will report directly to the SLM Construction Leader and work closely with the North America Construction Industry Practice Lead to build out this business segment.
The Team Lead role is a player/coach position and will have direct reports along with an individual production goal.
This role is accountable for driving new business for their assigned territory and across that of their direct reports.
This individual will support training and mentoring of the Construction UW team and be responsible for the underwriting quality of their direct reports.
Chubb's Small & Lower Midmarket Construction practice is a growing and expanding business unit and presents career growth opportunities for this individual.
Primary responsibilities:
The preferred candidate for this role must have demonstrated knowledge and experience in commercial lines new business underwriting of Construction risks.
In addition, the following skills are required:
* Multiline underwriting including Package, Umbrella, Workers Compensation, Auto, and ancillary lines while ensuring adherence to our established underwriting strategy and authority, as well as following a referral process to maintain compliance and audit standards.
* Drive team new business production through multiple branches, regions, and distribution sources.
* Approve deals within assigned authority limits, ensuring timely and accurate decision-making.
* Manage underwriter productivity, including coaching and mentoring on desk-management skills for Construction underwriters.
* Analyze production, profitability, business mix, and underwriter productivity across industries, lines, and branches and develop actions to improve results.
* Collaborate with partners in Field Underwriting, Distribution and SLM Construction Leader to develop and implement local-market tactics and strategy
* Collaborate with Distribution partners and drive execution of agency management, communications and strategy for assigned territory.
* Ensure adherence to audit and compliance requirements, including executing self-audits.
* Contribute to talent management for direct reports, including performance assessments and compensation planning.
* Build and maintain superior relationships at all levels, both internal and external.
* Travel as needed.
* Make independent decisions and recommendations to the SLM Construction Leader on the process for acquiring new business.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distingui...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:06
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JOB DESCRIPTION
The Senior Underwriting Associate is responsible for supporting the underwriting process within the Major Accounts Life Sciences Group.
This position is accountable for collaborating with underwriters to achieve growth, profit, renewal retention and service objectives for a specific book of business.
Responsibilities
* Coordinates account processing and servicing.
* Review, verify and publish all documents.
* Identify and report problems or errors while working with significant amounts of detailed information
* Complete renewal prep activities
* Work with operations and underwriting leadership to ensure the achievement of contract certainty, premium registration, and underwriting file upload objectives.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:05
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JOB DESCRIPTION
Chubb is seeking a Commercial Lines Underwriter to join its Small & Lower Midmarket ("SLM") Construction Industry Practice, which targets accounts up to $50M revenues.
This is a field production underwriting role dedication to new revenue growth of multiline construction accounts for their assigned territory.
The role will report directly to the Construction Lower Midmarket Leader or Construction Team Lead and matrix into local regional office.
The individual is accountable for reviewing, triaging, underwriting, and quoting submissions and securing binds to achieve his/her individual production goal while adhering to Chubb standards of underwriting and compliance.
The ideal candidate will possess strong underwriting skills, exceptional communication abilities, strong organizational skills, and the capacity to build and maintain impactful relationships.
In this role, you will effectively build and manage agent relationships to drive production and collaborate with internal partners in Field Underwriting, Distribution and Operations to ensure seamless processes and superior service delivery.
Chubb's Small & Lower Midmarket Construction Segment is a growing and expanding business unit and presents career growth opportunities for this individual.
Primary Responsibilities:
* Multiline construction underwriting including Package, Umbrella, Workers Compensation, Auto, and ancillary lines while ensuring adherence to our established underwriting strategy and authority, as well as following a referral process to maintain compliance and audit standards.
* Cross-sell additional lines of business to maximize revenue per account, including P&C, Multinational, Financial Lines, Cyber, Accident & Health, and other relevant products.
* Collaborate with Business Development Managers, field underwriting, and distribution to identify and develop tactics to drive production.
* Establish and maintain strong working relationships with assigned agents to drive profitable growth.
* Disciplined desk management, including production planning and forecasting for assigned book of business.
* Act as an underwriting resource for peers across the construction industry practice.
QUALIFICATIONS
* 3
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditio...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:04
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within Finance, and you will experience:
• Challenging assignments and the opportunity to contribute to the results of a team.
• Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
• Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
• Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
• Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
• Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
Chubb is looking for a strategic thinker with strong business acumen to join the Field operations Division financial planning and analysis (FP&A) team.
This position will support executive management on business initiatives on a team that focuses on production, expense management and commission analysis as well as analysis of key performance indicators (KPI).
Critical factors for success include delivering results with an attention to detail, clear and concise communication of business results to leadership, the ability to take ownership and meet deadlines, effectively building relationships and influencing others, identifying issues and sound recommendations for remediation, exhibiting a genuine willingness and desire to continuously build on insurance and product knowledge, and the ability to thrive in fast paced environment.
Responsibilities
• Own key deliverables, including the ongoing review of results, KPIs by product line, region and business segment; as well as contributing to senior management presentations and various other analyses that support planning, forecasting and ledger close activities.
• Support corporate deliverables
• Establish and develop relationships with various stakeholders and business partners, including executive management, corporate FP&A, expense management, actuarial and others; to facilitate value-added analysis and business insights.
QUALIFICATIONS
•
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of ...
....Read more...
Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:03
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JOB DESCRIPTION
The job responsibilities for this position will include the following:
* Manage first-and third-party cyber claims.
* Timely and accurately analyze and address coverage issues under cyber policies;
* Conduct timely and effective investigations through appropriate use of internal and external resources that are in compliance with Financial Lines Best Practices protocols;
* Effectively document all relevant events in a timely and efficient manner as case facts are developed, to include an evaluation of liability, damages and exposure;
* Set timely and accurate indemnity and expense reserves.
Manage reserves throughout the life cycle of each claim with appropriate documentation supporting any reserve changes;
* Complete timely and concise claim reports;
* Oversee defense counsel and vendors throughout the life of the claim.
* May need to travel to and attend meetings, mediations, settlement conferences and trials as needed;
* Build and maintain relationships with external and internal customers to include insureds, counsel, and producers;
* Proactively manage a claim inventory of primary files in accordance with Financial Lines Best Practices;
* Adhere to all statutory regulations and Unfair Claims Practices Acts requirements.
Competencies/Skills Required:
* Articulate in both written and oral communication;
* Demonstrated ability to deliver high caliber customer claim service in a fast-paced environment;
* Advanced listening and negotiation skills;
* Advanced knowledge of and attention to detail in insurance coverage and contracts;
* Strong investigative and analytical skills;
* Strong organizational skills to manage a claim inventory independently;
* Strong interpersonal skills and ability to cultivate and maintain business relationships with a wide spectrum of people internally and externally;
* Strong collaboration skills
Education & Experience:
* Juris Doctorate a plus but not required.
* 4-7 years of claims handling or similar experience.
* Prior cyber claim handling experience a plus.
* If you do not already have one, you will be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure.
Some travel may be required.
The pay range for the role is $70,000 to $134,300.
The specific offer will depend on an applicant's skills and other factors.
This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.
The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insur...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:02
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:23:01
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S.
Private Bank, you will provide integral daily support to Investors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
* Create mandates for discretionary accounts
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
Work with Team Leader to monitor risk metrics across the team
* Work with Team Leader to monitor Client Advisor loadings.
* Submit and monitor fee schedules and billing
* Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
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 discretionar...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:59
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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...
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Type: Permanent Location: Rio Rancho, US-NM
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:56
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Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment.
Each day will be unique! This role provides a platform for professional growth and skills development.
Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution.
As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work.
Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry.
You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals.
Job responsibilities
* Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts
* Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow
* Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions.
* Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning
* Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination.
* Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission.
* Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams.
* Produce high quality emails and written communications to individuals at all levels of the organization and to external partners.
* Maintain departmental documents, including the organization charts, executive bios, and leader specific materials.
* Manage routine activities and proactively identify and communicate issues, conflict or delays.
* Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings
Required qualifications, capabilities and skills
* Minimum of five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership
* Strong interpersonal, written, and oral communication skills
* Strong Professional in-person and Virtual presence
* Strong proficiency in Microsoft Office
* Ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities and skills
*...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:56
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Be a leader committed to leading transformative initiatives that shape the future of our industry! You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
As a Program Manager Vice President within Emerging Payment Rails, you will be a key driver in transforming strategic plans into tangible programs, delivering impactful results across various business units.
You will leverage your deep knowledge and expertise in program and project management to navigate complex issues, make informed decisions, and ensure the successful execution of programs.
Your role will involve significant cross-functional collaboration, planning, and issue resolution to align delivery and operations with business strategy.
You will be responsible for leading diverse teams, delegating tasks effectively, ensuring timelines are met, and fostering an environment of continuous improvement.
Your ability to think strategically, adapt to change, and deliver outcomes that exceed customer expectations.
Job Responsibilities
* Lead the transformation of strategic plans into high-impact programs, utilizing expertise in program management and strategic thinking to deliver results across various business units
* Oversee the execution of programs, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments
* Utilize data analytics to monitor program progress, make informed decisions, and direct necessary adjustments to ensure successful delivery of program commitments
* Build, lead, and manage diverse teams, fostering an environment of continuous learning and growth, and effectively delegating tasks to ensure efficient achievement of objectives
* Engage with senior management and stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues
* Coordinate cross-functional teams to ensure successful program delivery and alignment with business objectives
* Identify and mitigate program risks, ensuring resiliency and stability throughout the program lifecycle
* Manage resource allocation and budget to optimize program outcomes
* Facilitate communication among stakeholders, ensuring transparency, alignment, and decision making
* Drive continuous improvement by implementing best practices and lessons learned
Required Qualifications, Capabilities, and Skills
* 5+ years of relevant experience
* Proven ability to lead and manage complex programs or projects, delivering results across various business units
* Demonstrated proficiency in data analytics, make inferences from data, and provide continuous insight for program planning and execution
* Proven experience in conflict management, with the ability to identify conflicts, facilitate discussions, and create win-win solutions using collaboration or negotiation strategies
* Advanc...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:55
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Be at the center of risk management for a global leader in Securities Services.
Your expertise will help drive the safety and soundness of our business, supporting institutional clients and enabling innovation across markets.
As an Associate in Exposure Management, you will play a critical role in overseeing and analyzing exposures for the Global Securities Services group, with a primary focus on the North America business.
You'll work closely with trading desks and risk teams, ensuring robust risk culture, compliance, and effective communication across regions and products.
This is an opportunity to make a direct impact on the firm's risk management and client service.
Job responsibilities:
* Develop a healthy risk culture with the desk that fosters information sharing, awareness of firm policies, and escalation of key issues.
* Manage multiple projects focused on the development and continued improvement of exposure reporting and processes.
* Monitor and analyze market trends and movements, relate them to desk activities, and share insights with the global team.
* Review proposed trades, participate in client prospect meetings, and ensure sufficient capitalization for exposures taken in each transaction.
* Ensure compliance with mandates for Security Services trading desks, including Contingent Market, Basis, Fiduciary, Credit, Liquidity, and Operational Risks.
* Conduct daily reviews of trading desk exposures, significant changes, compliance with risk limits, and stress results.
* Communicate regularly with Trading Desks, Product colleagues, Quant Research, Credit Risk Officers, Risk Management, Product Control, Product Development, and Technology.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Finance, Economics, Statistics, Business Analytics, Computer Science, or Mathematics; Top Tier College or University a plus.
* Basic knowledge of securities markets and how these instruments are impacted by various market factors.
* Ability to troubleshoot and problem solve, process large amounts of data efficiently, and understand the context and implications of the work.
* Advanced Microsoft Excel and PowerPoint skills; ability to program (e.g., Python, VBA, R, SQL, or Java) a plus.
* Strong relationship building, presentation, written and oral communication skills.
* Ability to multi-task, prioritize, meet challenging deadlines, and work well in a team environment.
* Strong quantitative background and understanding of risk and/or pricing models.
Preferred qualifications, capabilities, and skills:
* Experience with exposure management or risk/reward analysis in a financial services environment.
* Familiarity with securities lending, repo transactions, derivatives, FX, and money market products.
* Ability to create actionable insights and drive process improvements.
* Experience working with cross-functional and global teams.
JPM...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:53
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J.P.
Morgan Asset & Wealth Management, with client assets of $4.1 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset, and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.
About Alternatives
J.P.
Morgan Global Alternatives is the alternative investment arm of J.P.
Morgan Asset Management.
With more than $200 billion in assets under management and over 750 professionals, we offer strategies across the alternative investment spectrum including real estate, private equity and credit, infrastructure, transportation, forestry, liquid alternatives, and hedge funds.
Operating from 17 offices throughout the Americas, Europe, and Asia Pacific, our independent alternative investment engines combine specialist knowledge and singular focus with the global reach, vast resources, and powerful infrastructure of J.P.
Morgan to help meet each client's specific objectives.
Job Responsibilities:
Reporting to the Global Head of Multi-Asset Private Markets, you will support the portfolio management team for private markets investing-including private equity, real estate, venture capital/growth, and credit.
* Serve as a trusted partner, supporting day-to-day business and execution of strategic priorities.
* Collaborate across investment teams to drive alignment and effective execution of initiatives.
* Enhance team communications and coordinate with internal and external stakeholders, including senior executives and clients.
* Identify process improvements and help implement solutions to optimize team coordination and business outcomes.
* Conduct research on industry trends and competitors to provide insights and recommendations.
* Prepare presentations and reports for meetings, ensuring accuracy and professionalism.
* Coordinate agendas and follow-ups for management meetings and select client forums.
* Contribute to wider Alternatives initiatives and propose ideas for business optimization, from client opportunities to strategy innovation.
Required Qualifications, Capabilities and Skills:
* Broad understanding of capital markets and investment management; private markets experience is a plus.
* Ability to "connect the dots" across business processes and drive clarity in ambiguous situations.
* Exceptional communication, organizational, and project management skills.
* Advanced proficiency in Microsoft Office Suite, with a strong emphasis on PowerPoint and Excel.
* High professionalism, integrity, and discretion with confidential information.
* Strong attention to detail and...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:52
-
The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As an Vice President, Investment Product Specialist in J.P.
Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the U.S.
Wealth Management strategy.
Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships.
You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population.
You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.
Job Responsibilities
* Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies
* Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner
* Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors) in the Midwest
* Creating and coordinating workshops for advisor development
* Act as a speaker for Group Meeting Presentations and Zoom office hours
* Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities
* Attend client meetings as the subject matter expert on investment solutions and positioning
* Coordinate and partner with colleagues across disciplines on joint presentations
* Be able to demonstrate your value in pushing divisional goals to target
Required qualifications, capabilities, and skills
* Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required
* Series 7, Series 66, and Insurance Licensing required
* 7+ Years of Sales Experience
* Skilled at Presenting
* Wholesaling background and story telling ability to present solutions effectively
* Strong ability to effectively communicate in group settings as well as partner on presentations
* Well versed in territory management, expense control, and meeting deadlines
* Must be comfortable with overnight travel
* Ability to collaborate with partners and provide cohesive messaging
Preferred qualifications, capabilities, and skills
* Independent initiative, while being flexible and responsive to the field is preferred
* Ability to understand complex p...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:50
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Durham, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:48
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Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.
Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction.
Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As an Implementation Onboarding Associate within Commercial & Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform.
You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies.
Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration.
You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement.
Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job responsibilities
* Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
* Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
* Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities, and skills
* Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
* Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
* Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred qualifications, cap...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:47
-
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: Easton, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:46
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As the Tech Risk & Controls Lead - Audit & Issue Management within the Risk Management Team, you will ensure the clarity and quality of identified technology risks from all Lines of Defense, focusing on root cause analysis and resolution recommendations.
You will work closely with LOB technologists, assessment teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals.
Job responsibilities
* Ensure the clarity and quality of identified technology risk from all Lines of Defense, focusing on root cause analysis and resolution recommendations.
* Ensure only qualified technology risks are entered into CORE and adhere to Global Technology quality requirements for Issues.
* Provide auditability, risk, and sustainability advisement for all identified Issues.
* Ensure Issue Action Plans (APs) sufficiently and sustainably address identified risk.
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals.
Required qualifications, capabilities, and skills
* Formal training or certification on security concepts and technology audit with 5+ years of applied experience.
* Good experience in technology audit, expertise in technology risk management, with a focus on managing risk identification, assessment, and mitigation
* Demonstrated proficiency in audit and risk management practices .
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements.
* Proficient knowledge and expertise in data security, risk assessment and reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies.
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives.
Preferred qualifications, capabilities, and skills
CISA, CRISC, or similar industry-recognized risk and risk certifications.
#CTC
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...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:44
-
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: Stone Mountain, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:43
-
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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients.
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
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
* Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
* 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.
* 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
* 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 resolve client issues quickly and effectively 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, ...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:37
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in the Commercial & Investment Bank, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Holds accredited PM qualifications (PMI, PRINCE etc) or relevant working experience
* Defines, adapts and implements programs using a variety of Project Methodologies (agile, waterfall, hybrid)
* Communicates confidently, and are able to adapt message to different audiences and distil key messages for senior level stakeholders, with strong written and presentational competence
* Develops effective relationships, engage and lead program teams, and reach across the firm when needed to deliver solutions
* Able to focus on detail, but also retain big picture understanding, and is both resilient and determined in program delivery
* Energetic self-starter, demonstrating curiosity, reliability, and commitment, with...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-13 08:22:35
