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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: Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-21 08:55:05
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Are you a seasoned professional in Commercial Real Estate with a passion for mortgage-backed securities from Government Sponsored Enterprises? If so, our Agency Multifamily Lending group is the ideal team for you.
As a Senior Transaction Manager on the Agency Lending team, you will play a critical role in ensuring a seamless transaction experience for clients and providing strategic support to Underwriters by managing the inflow of new multifamily loan submissions and assisting with preliminary underwriting.
Responsibilities:
* Coordinate with the borrowers, underwriters and bankers to obtain necessary due diligence required for loan file
* Assist in transition from screening to underwriting.
* Maintain loan file, applicable checklists, and any documents required.
* Review and analyze items received to ensure file is accurately documented.
* Order and review third party reports (appraisals, PCA, ESA, Zoning Report etc.)
* Manage all aspects of the underwriting and closing of transactions by working closely with Insurance, KYC and Legal to ensure all required information is completed.
* Run required credit checks applicable to the Firm, Fannie Mae or Freddie Mac.
* Assist with Market, Property, and Sponsor Analysis.
* Assist underwriter by entering basic third-party report data to the sizer (appraisal, PCA, ESA, Zoning Report, etc.)
* Complete and/or assist Underwriters with applicable agency forms for submission.
* Assists with assembling loan package and delivering to closing.
* Occasional travel to inspect properties and prepare inspection reports.
* Other projects and duties, assigned and deemed appropriate from the manager.
Experience, Skills, and Abilities Required:
* Excellent project management and organizational skills.
* Must be detail oriented and demonstrate excellent communication skills.
* Knowledge of multifamily real estate property fundamentals and agency lending/underwriting.
* Ability to learn multifamily underwriting technology systems and tools that are specific to Fannie Mae and Freddie Mac.
* Must be able to work independently and as a team member.
* Bachelor's degree preferred.
* Requires 2-4 years of experience in multifamily and multifamily affordable housing.
* Must be able to work well under pressure in a fast paced environment; prioritizing work in order to meet deadlines.
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
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.
W...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-21 08:55:04
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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...
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Type: Permanent Location: McLean, US-VA
Salary / Rate: Not Specified
Posted: 2025-08-21 08:55:03
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Become an integral part of the Commercial Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, travel, plan and assist with local events and projects for the business.
You will tap into your thought leadership to manage priorities, ensure efficient use of executives' time, and collaborate closely with colleagues to ensure robust on-site support and backup coverage.
You will also work with key stakeholders in the business, partner with various teams.
to complete projects.
Job Responsibilities:
* Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
* Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
* Support the physical site support demands required including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
*
Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed
* Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
* Maintain confidential data, enforce internal controls, and comply with policies and procedures
* Support Salesforce or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards
* Manage projects and events effectively
* Process invoice payments and handle Sponsorship and Donation processes
Required qualifications, capabilities and skills:
* At least 3 years of administrative support experience with background in a client facing sales and financial services environment
* Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
* Effective travel planning skills and knowledge
* Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
* Effective interpersonal skills and excellent communication - confident, organized, and clear
* Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies
* Service-oriented and able to greet clients, distribute packages, restock pantry items, and other floor d...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-08-21 08:55:02
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: West Bloomfield, US-MI
Salary / Rate: Not Specified
Posted: 2025-08-21 08:55:01
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Vashon, US-WA
Salary / Rate: Not Specified
Posted: 2025-08-21 08:55:01
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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...
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Type: Permanent Location: Ridgeland, US-MS
Salary / Rate: Not Specified
Posted: 2025-08-21 08:55:00
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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 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: Downingtown, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:58
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Join our exceptional team of high-energy leaders as a Lending Manager in Chase Home Lending and put your knowledge and understanding of the home lending industry to good use by leading and motivating a team of Senior Home Lending Advisors.
You will adhere to all regulatory requirements while executing on the strategic business plan to promote and market the firm's mortgage products to clients, team members, and partners inside and outside the branch footprint, attain mortgage lending goals, generate profit and manage and grow a team.
You will have a unique opportunity to grow your career while making a significant impact on our business.
Job responsibilities
* You'll use your strong interpersonal skills to effectively manage and grow the retail mortgage production in your geographical area by developing partnerships with the Bank Market & District Managers, Emerging Markets & Business Development, Operations & Underwriting, and ensuring flawless execution by your mortgage team of the coverage model and all Mortgage Banker behaviors.
* You'll stretch your leadership skills to attract, recruit, retain, and develop a team of successful Home Lending Advisors who thrive in Chase's business environment by providing overall sales leadership, modeling and coaching key behaviors, ensuring effective education and employee development through education, providing feedback, and recommendations with active participation in soliciting feedback from banking partners and participating in bank business reviews.
* You'll use your business acumen to strategically plan for the best financial results, meet Community Reinvestment Act (CRA) requirements and oversee responsibility and accountability for compliance in all aspects of your geography.
* You'll grow and enrich internal and external relationships with through regular visits to branch locations within your designated geographical markets.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 5+ years of sales/mortgage/lending/originations management experience in a retail banking environment and cross-selling to mortgage customers.
* Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan.
* Proven track record of successfully recruiting, interviewing, hiring, developing, managing, and retaining 10 or more Field Home Lending Advisors with an ability to lead, model, coach, and mentor all levels of sales and sales management.
* Excellent written and oral communication skills with the ability to build strong relationships with internal business partners to achieve success.
* Excellent working knowledge of the originations market including conforming, non-conforming, and home equity as well as competitor product, pricing, and business strategies.
* Strong knowledge of current environment underwriting ...
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Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:58
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:56
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At JPMorgan Chase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment to diversity and inclusion.
Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge digital technology, you will be front and center representing our brand and interacting with our employees and clients to offer them the best the firm has to offer.
As a Field Incentive Sales Strategy Support Manager within the Private Client Relationship Manager team, you will oversee and execute our incentive plans from start to finish.
Our Private Client Relationship Manager incentive program reinforces our business strategy and drives appropriate Relationship Manager behavior.
Your role will be responsible for end-to-end oversight and execution of our incentive plans.
In this high-impact role, you will engage with employees at various levels related to a range of topics and/or issues (complex, sensitive, routine, etc.) requiring attention to detail and accuracy of work while maintaining a high quality standard and ensuring data integrity.
You will play an important role in delivery, execution and analysis of our Relationship Manager incentive program.
Job Responsibilities
* Lead compensation-related initiatives that will significantly affect the RM population and ultimately benefit our clients
* Analyze the effectiveness of the new hire incentive structure and improve field reporting
* Manage stakeholder communications to ensure business needs are met, set and manage expectations through effective written and oral communication
* Communicate request results/feedback to appropriate stakeholders efficiently and succinctly
* Identify and take ownership of micro-level system/process breaks and escalate macro-level issues to appropriate stakeholders for prompt resolution
* Analyze existing processes and inquiries to make recommendations to peers and management team of continuous improvement opportunities
* Collaborate with business partners from other teams and functions across J.P.
Morgan to improve processes, policies, and client experiences
* Summarize and share qualitative feedback from the field; provide accurate/timely quantitative metrics regarding request volume, SLAs, and compensation impacts
Required Qualifications, Skills, and Capabilities:
* Experienced - 5+ years of experience in financial services and background in Finance, Compensation, and/or HR; ability and willingness to learn new technical skills
* Knowledgeable - Should have or acquire a strong understanding of products and services, and fundamental business drivers of our business.
* Client Focused - Able to work directly with field managers and RMs to gather feedback, resolve issues, manage expectations, and deliver solutions on important
* Organized - Able to balance multiple priorities with varying urgency and imp...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:56
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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...
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Type: Permanent Location: Plymouth, US-MN
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:55
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Downingtown, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:54
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Life Sciences Associate Banker is for you.
As an associate banker in our Life Sciences industry, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
You will be required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, ...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:53
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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: Bozeman, US-MT
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:52
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We have an obsession for taking care of our customers and employees, 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.
At Chase, you'll have the opportunity to help people make the most of their money so they can make the most of their lives.
As a Market Director of Banking in Consumer Bank, you will lead a world class customer experience, strategize to increase the growth of the deposits and banking business, develop and coach Branch Managers, and oversee the management of the market alongside other executive leaders.
You will also play a key role in ensuring our Customer Promise comes to life for our clients, by creating a culture of excellence and an environment that meets a high standard of customer service and excellence within the community.
Job responsibilities
* Manages and coaches branch managers to engage customers and address any escalations
* Develops best practice techniques for coaching, reviewing business, cooperation and ensuring compliance
* Recruits, retains, and develops excellent talent and instills an environment where employees feel valued, supported, and able to achieve career growth
* Develops strategies to achieve key financial metrics including deposit and investment balance growth, customer acquisition and retention, and expense management
* Leads integration with partners from Chase Wealth Management, Business Banking and Home Lending (One Chase) to ensure the growth of other lines of business, including investments and loans
* Manages the market to ensure an excellent customer experience and deploy resources to optimize market performance
* Ensures all branch managers are effectively mitigating risk and remaining in compliance to guarantee a safe banking experience for clients through deep dives and business review
Required qualifications, capabilities, and skills
* 5+ years of Branch management or other related leadership experience
* High school degree, GED, or foreign equivalent
* Proven track record of coaching and developing high performing sales teams coupled with the ability to effectively translate knowledge of financial markets and economic trends
* Ability to identify needs of market segment in order to tailor proactive customer education
* Demonstrated ability building relationships and proactively collaborating with other lines of business remotely
* Ability to proactively take initiative to identify solutions including entrepreneurial business spirit and execute with a sense of urgency
* Experience with consumer and commercial credit knowledge and understanding of financial planning including customer life cycle
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Familiarity of local/regional market trends and demographics
* Ability to set the to...
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Type: Permanent Location: Bedford, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:52
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in re...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:51
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Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks.
You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy.
This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace.
Job responsibilities
* Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency.
* Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience.
* Utilize automation technologies to optimize transaction processing and account servicing.
* Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues.
* Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions.
* Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols.
* Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives.
* Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey.
* Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions.
* High school diploma or GED required.
* Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.
Preferred qualifications, capabilities, and skills
* Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient.
* Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement.
Work Schedule: Friday - Monday 5am - 3:30 pm
Shift differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise.
Work schedule might be subject to change.
A Government Security Clearance may be required for this position.
This includes, but is not limited to:
* Fingerpri...
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Type: Permanent Location: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:50
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Become an integral part of our Commercial & Investment Bank Mergers & Acquisition (M&A) team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As a Senior Executive Assistant in Mergers & Acquisitions, you will manage demanding and dynamic calendars, extensive international & domestic travel ensuring efficient use of executives' time, work well in a team environment, be able to represent the executives/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Manage and maintain contact with public, clients, and staff coming through executives' offices
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 corpora...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:49
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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: Lone Tree, US-CO
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:49
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Join our dynamic team as a Corporate and Investment Bank Treasury Liquidity Methodology and Analytics Associate at J.P.
Morgan, where you'll be at the forefront of managing liquidity, balance sheet, and capital positions for our Corporate and Investment Bank lines of businesses.
Collaborate with cross-functional teams to innovate and refine liquidity methodologies, ensuring alignment with regulatory policies and business requirements.
If you're a detail-oriented problem solver with a passion for finance and analytics, this is your opportunity to make a significant impact in a fast-paced, collaborative environment.
As a Treasury Liquidity Methodology and Analytics Associate within the Corporate and Investment Bank Treasury team, you will play a key role in managing the liquidity, balance sheet, and capital positions of the Corporate and Investment Bank lines of businesses.
You will collaborate across multiple teams to develop and refine liquidity methodologies and promote the application of those methodologies into the Treasury's liquidity management activities.
Job responsibilities
* Become a subject matter expert on J.P.
Morgan's stress framework and its liquidity impact on the CIB lines of businesses.
* Interpret regulatory liquidity policies and articulate their application to the CIB lines of businesses.
* Collaborate with the business and functional partners to design, refine and deliver key liquidity methodology items into stress liquidity framework and reporting.
* Ensure liquidity stress methodology is aligned with each CIB lines of business' respective liquidity risks and requirements.
* Liaise with different technology development partners to detail business requirements for strategic initiatives.
* Assess, define and execute on opportunities to automate processes by leveraging strategic data feeds across multiple sources.
* Support ad-hoc projects and analyses for senior management or regulatory initiatives.
Required qualifications, capabilities and skills
* Master's degree with at least 1 year of relevant work experience or Bachelor's degree with at least 3 years of relevant work experience in finance, economics or another quantitative field
* Strong attention to detail with analytical, creative thinking and problem-solving skills
* Proficiency with Microsoft Office suite especially Excel, Word and PowerPoint
* Excellent interpersonal, organization, communication skills
* Ability to multi-task and prioritize work in a fast-paced environment
* Versatile self-starter that can equally work independently or as part of a team
Preferred qualifications, capabilities and skills
* Basic product knowledge of investment products and services such as prime brokerage, derivatives, futures , FX or collateral management
* Knowledge of Tableau and Alteryx or willingness to learn
* Basic Python programming knowledge or willingness to learn
JPMorganChase, one of the...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:47
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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: Grayslake, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:46
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J.P.
Morgan Workplace Solutions is a technology and service-based offering, created to empower our corporate clients to easily manage their workplace equity compensation plans with confidence.
Our intuitive solutions help to attract and keep talented people.
If you seek to deliver high quality client / participant services within the Finance industry, this may be the opportunity for you.
As a Customer Service Team Lead within JP Morgan Workplace Solutions you will be responsible for operational excellence in our Global Service Desk team.
This role will be reporting to the Ohio Service Lead and includes providing leadership to a team of Service Desk associates, ensuring delivery of associated KPIs.
This includes but is not limited to the responsibility of managing all service delivery processes related to the identification, prioritization, and resolution of customer and participant service requests and incidents, ensuring the highest quality of customer service experiences are delivered and internal processes are followed.
We are looking for an experienced leader to provide ongoing managerial, technical and motivational leadership, in line with JP Morgan values and goals.
Job responsibilities
* Manage the team of Customer Service Associates and collaborating with regional Service Desk leaders in North America, Europe, Asia or Middle East and taking responsibility for strategic decision-making.
* Lead to achieve results and be responsible for planning the necessary actions - recruitment, training, KPI improvement, IT development, logistic conditions
* Work as a focal point between the client and Workplace Solutions' internal departments (Sales, Marketing, Product, IT, Operations, CRM...)
* Drive operational results (SLAs and KPIs and the delivery of excellent service
* Assist with questions and escalated issues from service desk team members.
Seek to go above and beyond the role by taking ownership of difficult problems, aiming to resolve ongoing issues
* Adhere to and maintain the firm's controls, policies, procedures, and regulations while s upporting supervisory functions for risk mitigation and procedural oversight.
* Become an expert in the different types of equity vehicles and be able to articulate these nuances in a professional, easy-to-understand format both written and verbally.
* Partake in business development by identifying potential business opportunities between J.P.
Morgan and participants to engage in broader wealth management products/services.
You will serve as the gateway to broader financial solutions available for participants.
* Effectively collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions.
Identify opportunities to enhance employee and caller experience through process and product changes, and provide recommendations to leadership.
Required qualifications, capabilities, and skills
* FINRA Securities...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:46
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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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Woodbury, US-MN
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:45
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President in Business Baking, you will manage the allowance process, ensuring effective risk assessment, performance tracking of the portfolio, and collaboration with stakeholders while mentoring junior analysts and providing strategic insights to senior management.
Job Responsibilities:
• Oversee forecasting and analytics for the BB portfolio to support allowance process.
• Compile, interpret, and summarize data to provide information, prepare reports, and present findings, analyses, and recommendations to Senior Management.
• Explain the model behavior and results, offering insights to support the outcomes from a business perspective.
• Understand the credit forecast process, including the needs and rationale behind business decisions.
• Coordinate interactions and partner with Controllers, Finance, P&A, Modeling, and MRGR to ensure consistency in the loss forecast.
• Mentor and coach junior analysts to enhance their risk management skills and financial knowledge.
• Implement and adhere to best practices, controls, and standards for all production processes.
• Provide thought leadership on complex problems, guiding and influencing others to achieve results.
Required qualifications, capabilities, and skills:
* Master's degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics)
* Minimum 5+ years of related experience in Risk and/or Finance
* Strong communication and interpersonal skills, essential for presenting to and collaborating with business partners and model end-users, including the ability to explain and present analyses
* Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information.
* Experience managing complex processes that leverage data and models
* Self-motivated and proactive, with the ability to work accurately under pressure to meet deadlines
* Proven ability to communicate effectively within a team environment and interact across departments
* Ability to clearly summarize and explain large and complex information to a wide range of audiences, including senior leaders, audit, controllers, finance, model developers, regulators, and controls
* Proficiency in analytical languages (e.g., SAS, Python, R)
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...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-21 08:54:44
