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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:45:01
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: San Rafael, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:58
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Join our dynamic team and lead impactful change in our Client Contact Center.
Apply today to be part of a business with ambitious growth plans!
Job Summary: As a Client Contact Center Leader in our team, you will provide leadership and management for segments within our Client Contact Center, coordinating with global stakeholders and driving strategic initiatives.
Job Responsibilities:
* Oversee loan booking, funding, research, maintenance, payments, advances, and terminations.
* Set direction, policies, and guidelines for the team.
* Drive change initiatives, business strategy, and technology enhancements.
* Implement risk control processes and operational business models.
* Manage loan documentation, closings, audits, and operational risks.
* Develop team members, manage talent, and plan succession.
* Mentor, train, and assist new and existing team members.
* Create and implement departmental procedures.
* Lead resource planning, talent management, and diversity initiatives.
* Deliver exceptional client experiences in Equipment Finance.
* Set team performance standards and monitor overall performance.
Required Qualifications, Capabilities, and Skills:
* Undergraduate degree in accounting, finance, economics, or math (5+ years related experience accepted).
* Demonstrated leadership success (5+ years).
* Extensive experience in commercial loan operations.
* Experience reading and interpreting loan documentation.
* Excellent verbal, written, interpersonal, presentation, and negotiating skills.
* Strong organizational skills and ability to prioritize tasks.
* Strong customer service aptitude.
* Excellent interpersonal skills to influence and lead diverse teams.
* Experience in training and motivating individuals.
* Strong analytical, problem-solving, and judgment 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, tuition reimbursement, mental health s...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:53
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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 Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
You will focus on companies in the Healthcare, Higher Education, and Nonprofit Industry .
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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,...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:47
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:45
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Somerville, US-MA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:44
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The Global Technology Finance & Business Management team is seeking a senior associate to support the Billing Services and Transformation team.
This is a high-exposure opportunity as our Finance & Business Management teams ensure senior management across the firm have visibility into the significant budgets and forecasts that makeup global technology.
As a Senior Associate on the Billing Services and Transformation team you will partner across the firm providing financial and strategic analysis, oversight, and coordination of budgeting and forecasting with a specific focus on Infrastructure Platforms product costing.
The team is responsible for a wide range of activities including maintaining the Product P&L Cost Model; analyzing, preparing, and reconciling financial and technical data along with creating reports while also devising ways to streamline and minimize cycle times through automated applications and process improvement.
You will also help develop recommendations effecting business procedures and operations as well as advising the line of business and technology Chief Financial Officers on how to increase profitability and efficiencies.
Job responsibilities:
* Partner with the technology teams in all areas of financial management with a focus on internal allocations including: budget planning, monthly forecasting and reporting, productivity tracking, run rate analysis, monitoring allocations, and cost recovery
* Manage annual/continual financial planning activities for product area allocations, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
* Report on and monitoring key metrics, driving data quality initiatives across the product area, and help define future needs of the product area
* Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management
* Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
* Help design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities and skills:
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 4+ years of relevant work experience
* Advanced skills in Excel and PowerPoint
* Proficiency with data mining/gathering and manipulation of data sets
* Experience maintaining Financial tools (preferred)
* Ability and desire to operate in multiple financial tools to track/analyze data
* Curious, enthusiastic and diligent, capable of challenging peers, and able to thrive and ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:43
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Join our dynamic team to advance agile methodologies, fostering innovation and high-quality solution delivery in a collaborative environment.
As an Agility Senior Associate in Corporate Sector, you will contribute to the team by guiding and supporting solution delivery teams in adopting and adapting agile practices throughout the product development lifecycle.
Leveraging your advanced knowledge of agile principles you will facilitate group discussions, decision-making processes, and collaborative activities to build continuous improvement and high performance.
Your expertise in coaching, communication, and leadership will enable you to effectively manage complex projects, foster a culture of innovation, and enable the successful delivery of high-quality solutions.
Job responsibilities:
* Lead and coach teams to adopt and implement agile methodologies, and promote open communication and
* engagement among team members ensuring continuous improvement and alignment with organizational goals
* Facilitates scrum events including but not limited to; daily scrum, refinement, planning, review, and retrospective.
* Assists teams in resolving impediments regardless of where they are in the organization
* Builds productive relationships amongst the team and follows through on commitments to gain trust and respect
* Leads and coaches the benefits of working in an agile manner, including agile practices, events and techniques to all employees within span of influence
Required qualifications, capabilities, and skills:
* 2+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and project management
* Working knowledge of collaboration tools such as JIRA, Confluence, Share Point
* Estimation and Planning skills to ensure the team has a healthy backlog
* Possess knowledge of multiple product development lifecycle stages, methodologies, and best practices, enabling effective guidance and support for teams
* Display knowledge of agile delivery and multiple agile approaches, including Scrum, Kanban, Extreme Programming (XP), and scaling frameworks, monitoring agility metrics; with the ability to guide teams through complex projects, emphasizing iterative progress and adaptability
* Possess excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at various levels within the organization, effectively guiding group discussions and decision-making processes within the domain context
* Familiarity with customer-centered techniques including user research, UX and UI trends, design thinking, lean startup, customer journey and user story mapping.
Preferred qualifications, capabilities, and skills:
* Formal training on Agile coaching, such as recognized coaching certifications
* Possess the business acumen required to ensure that goals, scope, and product domain kno...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:42
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
* Fluent in English and Spanish
Preferred qualifications, capabilities, and skills
* Co...
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Type: Permanent Location: Clermont, US-FL
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:33
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Ravenna, US-OH
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:33
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Join our dynamic Commercial and Investment Banking Treasury (CIBT) Balance Sheet and Liquidity Analytics group as an Analyst and play a crucial role in shaping the future of our organization.
This is an exciting opportunity to work closely with senior leadership and make a significant impact on our balance sheet and liquidity management.
As an analyst on Treasury Balance Sheet Controller in the CIBT Balance Sheet and Liquidity Analytics group, you will be responsible for accurately analyzing, reporting and controlling the CIB Balance Sheet.
You will work closely with the wider Treasury team and interact with all lines of business, and liquidity teams to analyze how the balance sheet impacts the CIB liquidity and capital position.
You should pay close attention to detail, take ownership over projects and proactively move them forward, feel comfortable operating in a fast-paced and dynamic environment, and be able to work on multiple complex projects simultaneously.
Strong interpersonal, organizational, and communications skills are essential.
The Commercial & Investment Bank Treasury (CIBT) is a critical function within CIB Finance and Business Management.
It is responsible for managing the liquidity, balance sheet and capital positions of the investment banking businesses, establishing transparent and market-based funds transfer pricing policy, and developing methodologies and metrics to improve the leverage, capital, collateral and liquidity risk management capabilities of the Corporate and Investment bank.
Additionally, CIB Treasury interacts heavily with Global Treasury in developing stress assumptions, contributing to the resolution plan submission, producing liquidity risk metrics and analysis; managing CIB balance sheet and leverage ratios; and consolidating management and regulatory reporting.
Job responsibilities:
* Oversee daily Balance Sheet reporting including detailed reconciliations, review, and presentations
* Work collaboratively to establish close partnerships with key CIBT stakeholders, such as Product Controllers, Liquidity and Corporate Treasury to obtain, understand, and analyze information in relation to balance sheet
* Coordinate data collection, consolidate, review, and analyze weekly, monthly and quarterly financial data for accuracy and completeness; perform variance analytics for each
* Coordinate globally to develop specific CIB sub-line of business commentary and analysis, used to present results on a weekly/monthly/quarterly basis
* Participate in ad-hoc projects as needed by senior management and other initiatives
* Participate in the ongoing process improvements, optimization and rationalization efforts related to Balance Sheet and Liquidity
* Adhere to various control procedures and checks to ensure the integrity of reported financial results
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Finance, Business Administration or related...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:31
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Head of Agency Operations, Executive Director - Commercial Real Estate
We're expanding our Commercial Bank and Real Estate operations and are looking for an experienced professional in commercial real estate operations and GSE loans.
This role presents a unique opportunity to contribute to the growth of a new business line within our industry-leading JPMorganChase commercial real estate platform.
Our Commercial Banking offers extensive industry knowledge, local expertise, global capabilities, and a comprehensive set of financial products and services to clients with annual revenue ranging from $20 million to $2 billion.
As an Executive Director - Commercial Real Estate in our Commercial Banking team, you will be responsible for leading the Agency Operations.
Your role will involve expanding the capabilities of an existing operations team renowned for its exceptional loan servicing.
You will work closely with business leaders, GSE stakeholders, and various teams to ensure operational excellence.
This position offers a unique opportunity to contribute to the growth and development of a new business line on our industry-leading JPMorganChase commercial real estate platform.
Job responsibilities
* Serve as the Agency business process expert related to loan servicing
* Develop the future state operating model for servicing including asset management, investor reporting and loan servicing
* Lead operational readiness work streams to drive alignment to the new model
* Lead the development of long-term scaling for the Agency and off-balance sheet portfolio
* Be the main point of contact for GSE stakeholders related to operational processes, reviews and audits
* Build a robust quality control program for the GSE portfolio and lead the oversight of quality control
* Lead servicing teams which perform origination and servicing activities
* Work closely with commercial real estate business functions on operational readiness matters to ensure that anticipated time frames are met
* Perform additional duties as assigned
Required qualifications, capabilities, and skills
* 10+ years of experience with servicing of Fannie Mae DUS and Freddie Mac Optigo loans
* Experience working for a major commercial real estate servicer
* Experience in working with GSE stakeholders related to loan servicing and experience participating in audits and certifications process
* Ability to interact favorably in person and on the telephone with government agency staff, and team members
* Knowledge closing and servicing commercial real estate loans for multifamily housing
* Knowledge of investor reporting, Mortgage Industry Standards Maintenance Org (MISMO), and CREFC IR
* Excellent knowledge of mortgage products, financial services, lending, and real estate compliance in addition to loan servicing standards.
Knowledge of Affordable Housing Financing (when applicable)
* Excellent written and ver...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:29
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The Executive Talent Management & Development (ETM&D) team delivers high quality solutions for identifying, developing, and evaluating senior executive talent across JPMC.
The team partners with the Human Resources Operating Committee (OC), Line of Business (LOB)- aligned HR executives, and Product teams to deliver an executive talent agenda that ensures the highest quality talent in the top 150 positions at JPMC.
As an Executive Director on the Executive Talent Management and Development team, you will report to the Head of Executive Performance.
You will design and implement evaluation and measurement approaches for the firm's senior executive population (OC-1 and OC-2/3 on succession plan).
Your focus is on talent quality, and understanding how executive performance should be evaluated and how executives are performing against those expectations.
Job Responsibilities:
* Developing performance expectations and evaluation framework (including competencies and assessments)
* Managing the 360 Development Feedback Process
* Coordinating the Executive Annual Performance Review Process
* Conducting talent analytics and measurement
* Partnering with the broader Executive Talent Management & Development team, product teams and HR executives
* Serve as an internal consultant focused on the assessment and evaluation of executive performance
* Collaborate with stakeholders to strategize, implement and execute on talent solutions
Required Qualifications, Capabilities and Skills:
* Deep understanding of executive performance expectations, competencies, and assessments
* Proficiency in metrics and evaluating executive performance
* Expertise in the 360 feedback process, implementation and deriving actionable feedback insights for executive development
* Knowledge of performance management and evaluation approaches, tools, timing, and impacts
* Demonstrated ability to analyze and extract actionable insights from data.
* Broad Project and change management experience, including stakeholder engagement, strategy, prioritization of work, etc.
* Consulting and problem-solving skills
* Bias for speed and urgency balanced with good judgment and sound risk-taking
* Experience leading teams, driving business goals and objectives, working across the matrix, and interacting with senior executives
* 10+ years of experience in Talent, Executive / Leadership Development, Performance Management, and / or Data & Analytics
* Bachelor's Degree in Business or relevant HR discipline (e.g., OD / OE, data analytics, etc.);
Preferred Qualifications, Capabilities and Skills:
* Master'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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:29
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J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Vice President Sales Practice Manager within J.P.
Morgan Wealth Management, you will have the opportunity to identify and review potential sales practice issues.
You will manage complex, high-risk escalations and communicate with senior level stakeholders.
This role provides a unique opportunity to contribute to our team's success while developing your skills in sales practice management.
Job Responsibilities
* Plan and participate on complex reviews with limited supervision and guidance, including a determination of the books, records and documents requiring examination.
* Demonstrates ability to initiate and complete high quality reviews, including ability to work quickly on multiple time-sensitive matters.
* Organize and prepare the monthly proactive reporting for the sales practice review team.
* Collect, organize, and analyze information from a variety of sources to be used in the development of reviews of potential sales practice issues, including broker-dealer documents, trading, and financial information.
* Present findings (orally and/or in writing) to management and other potential constituents in an organized, concise, and timely fashion.
* Proactively identify patterns and trends in reviews that may have impact to more than one customer, more than one advisor, a region and/or national impact.
* Overall work is subject to review and correction by the Supervisory Sales Practice Review Team Manager, Director and/or the Head of Sales Practices.
Preferred Qualifications, Capabilities, and Skills
* Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices.
* Demonstrates a high level of critical thinking, analytical research, and quantitative skills.
* Strong written and verbal communications skills, including an ability to gather evidence through the use of telephone and in-person interviews.
* Strong organizational and time-management skills with exceptional attention to detail.
* Strong oral and written communication skills.
* Possess strong computer skills (e.g., Access, Excel, Word, and PowerPoint).
* Deep understanding and experience of advisory services and a multitude of products and complex client accounts.
Required Qualifications, Capabilities, and Skills
* 7+ years in the securities and investment industry
* Active and valid FINRA Series 7 required to be consi...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:27
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Cambridge, US-MA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:26
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Roswell, US-GA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:26
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Our professionals in Corporate Functions cover a diverse range of areas and are an essential part of our company, ensuring that we're setting our businesses, clients, customers, and employees up for success.
The Firmwide Resiliency Office (FRO) is accountable for the maintenance of the Resiliency Framework which establishes the Firm's approach and methodology to govern, identify, measure, monitor and test, manage and report on Firmwide Resiliency risk for all JPMC Activities.
The Firm operates a federated model with the LOBs and Corporate Functions responsible for the implementation and subsequent execution against aligned resiliency related frameworks, as determined by the Resiliency Policy - Firmwide.
Considering the complex and constantly evolving threat landscape, continuing to plan for, test and exercise, and improve our resiliency capabilities is integral to safeguarding the Firm and our customers, clients, and communities globally.
As a Senior Associate in FRO Control Management (FRO Controls) you will be responsible for maintaining a strong and consistent control environment within FRO.
Partnering with the Firm's Leadership, you will promote early operational risk identification and assessment, effective design and evaluations of controls and sustainable solutions to mitigate operational risk as well as support end-to-end issue management.
You will be uniquely positioned in the organization to engage Resiliency Control Managers across all LOBs and Corporate Functions, providing subject matter expertise on resiliency risk management, control practices and associated assessment that also includes resiliency domains associated with assets such as Technology, Third Party, Sites etc.
Job responsibilities
* Evaluate and perform an end-to-end analysis of the Function's risk and control environment to identify significant gaps and weaknesses and determine root cause of control breaks
* Ensure that controls are properly designed and operating effectively
* Maintain a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols
* Engage proactively with stakeholders to self-identify control breaks
* Perform end-to-end issue management, inclusive of developing action plans, monitor and facilitate timely completion and ensure adequate issue remediation
* Review and analyze program related data (e.g., KRI/KPI) to support firmwide resiliency risk management
* Participate in end-to-end process walkthroughs and deep dives to support risk and control assessments across resiliency risks, inclusive of resiliency risks related to technology, third party, sites, and other asset domains
* Promote and facilitate focused discussion of the representation, reporting, and assessment of the firm's resiliency risk and control environment amongst the Resiliency Risk Stripe Community
Required qualifications, capabilities, and skills
* Bachelor's degree or equivale...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:24
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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.
You are joining a function that supports the firm's Chief Risk Officer and the Risk Management and Compliance CFO in operating a world-class organization.
This is achieved through sound governance practices, impactful content, disciplined project and solutions delivery, business management services, and the ongoing development of strategic initiatives.
We are seeking a senior level designer who excels at tackling complex problems and delivering simple, sleek, beautiful forms and interfaces.
This individual will will play a key role in shaping the experience for Risk & Compliance stakeholders.
As part of the Portfolio Management & Data Insights team, you will deliver creative solutions for complex UX challenges and enhance existing flows.
As a UX Designer within the Intelligent Solution Developers team, you will be primarily focused on delivering dashboard and workflow solutions using technologies such as Tableau, Pega, Qlik.
You will be part of a diverse and close-knit team where design decisions are made collaboratively, enabling you to handle any project and think creatively, irrespective of your skill level or background.
Your role will involve delivering designs that are based on user experience and research, conform to WCAG, and are created with an inclusive mindset using modern tools and trends.
Job Responsibilities
* Conduct user-centric design approaches with rapid testing and iterative prototyping for complex business solutions.
* Lead cross-functional design thinking workshops to drive human-centered creative problem solving.
* Foster a collaborative design process with product owners, visual designers, researchers, and technology partners.
* Communicate directly with product teams and stakeholders to understand vision and direction, presenting creative ideas and solutions.
* Drive design direction that aligns with research on user needs that inform the best design solution.
* Contribute to the design system and component library, ensuring strong specifications and quality assurance.
* Work closely with our Executive Content team to develop best practices.
* Demonstrated experience in managing and leading a team of UX designers.
Required qualifications, capabilities and skills
* Professional experience in human interaction, user experience, visual communication, or a related field.
* Expert in Adobe Creative Suite, LucidSpark, and/or Figma.
* Proficiency in user research me...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:16
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Lorain, US-OH
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:16
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As an Associate in Equity Research covering Semiconductors & Semi Cap Equipment in San Francisco, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Associate in Equity Research covering Enterprise Software, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.
Research is fast-paced, demanding and intellectually stimulating.
We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the world's most highly respected advisory franchises, J.P.
Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Responsibilities:
* Build and maintain Excel-based models to forecast company financials and project industry dynamics
* Perform detailed valuation work to support stock recommendations
* Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
* Write research notes on covered companies and sector reports and prepare presentations
* Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
* Fulfill client requests in a timely and thorough manner
* Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Required Qualifications:
* FINRA licenses Series 86 and Series 87
* Two to three years of experience in equity research and/or investment banking
* Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
* Advanced level of proficiency in Excel
* Ability to multi-task and collaborate within a team environment as well as work independently
* High level of organizational skills, excellent atten...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:15
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Backend Lead Software Engineer at JPMorgan Chase within the Commercial & Investment Bank, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities:
* Provides guidance and manages a team of software engineers on daily tasks and activities to deliver high quality software
* Sets the overall guidance and expectations for team output, practices, and collaboration
* Participate in design sessions with fellow programmers, business analysts, and other team members to analyze business requirements and outline the proposed IT solution
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Primarily, design and implement secure and robust REST APIs using technologies such as Java Spring Boot and Spring MVC for cloud native micro-service applications
* Demonstrates overall knowledge of the Software Development Life Cycle with solid understanding of agile methodologies such as CI/CD, Applicant Resiliency, and Security
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Participate in code reviews
* Creates a culture of diversity, equity, inclusion, and respect for the team members and prioritizes diverse representation
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 5+ years applied experience.
* Experience leading technology projects working as a hands-on (actively coding) Application Development Lead or related role.
* Experience leading technology projects and managing technologists
* Proficient in automation, continuous delivery methods and all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Experience with using public cloud products, such as EC2, etc.
* Strong understanding of HTML / JavaScript / React and experience in building web applications
* Experience designing and developing cloud native (AWS) micro services in a highly distributed environment
* Extensive knowledge and experience working in an Agile environment.
* Java - Expert-level implementation skills with the Core Spring Framework and including other sub-projects like Spring Security, Spring data Cassandra S...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:14
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Become an integral part of Commerical & Investment 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 Assistant in Commerical & Investment Bank, you will need to work well in a team environment, be able to represent the manager/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
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* 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 Travel and 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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorganChase, one of the oldest fina...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:13
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Lakewood, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:13
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Maineville, US-OH
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:08
-
Job Profile
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills:
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills:
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informati...
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Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-05-01 08:44:07
