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RESPONSIBILITY LEVEL:
The Customer Experience Manager (CEM) is responsible for overseeing the customer and donor experience, driving store productivity, and ensuring the achievement of sales and margin targets while maintaining brand standards.
This role includes managing Softline's, Front of House operations (shopper track, cash office functions), Purchased Goods for Resale (PGFR), merchandising, and seasonal sets.
The CEM will ensure that all merchandise, including PGFR, adheres to company brand guidelines and meets customer expectations.
Conducts research, evaluates data, and reports on findings, supporting the development and implementation of policies, procedures, and programs.
Has familiarity with the Retail stores operations budget, may provide input into spending decisions, particularly as pertains to vendors, systems, and projects.
Typically works on projects and initiatives that span 12 months 2 years.
PRINCIPAL DUTIES:
1.
Focus on store productivity goals while maximizing the value of all donations to achieve budgeted sales and margin through brand standards.
2.
Oversees Purchased Goods for Resale (PGFR), seasonal sets, and merchandise on sales floor, ensuring adherence to company brand standards.
3.
Oversee product rotation for Softline goods to ensure a continuous flow of new merchandise, aligned with seasonal sets and overall product availability.
4.
Supports the oversight of associates and non-exempt leadership providing adequate donation and/or POS coverage.
Maintain customer service levels, donation coverage, sufficient flow of new quality product and store environment standards.
5.
Responsible for customer service experience, donor service, staff productivity, troubleshooting, and proper cash controls with the flexibility to also monitor the production and donation operation as needed.
Monitor the sales floor as needed.
6.
Accurately enter report data on time and monitor team s accuracy of data entry and timeliness, providing coaching if necessary.
7.
Analyze report data and other relevant documentation to identify trends and areas for improvement, providing actionable insights to store leadership.
8.
Consistently communicate and implement policies and procedures, following up with any team concerns to ensure clarity and adherence.
9.
Regularly monitor the sales floor to ensure compliance with operational standards and safety guidelines, maintaining a clean, organized, and customer-friendly environment.
10.
Recognize individual employee strengths and delegate challenging work assignments to enhance employee satisfaction, development, and overall productivity.
11.
Leading and Developing Talent: May partner with coworkers to advance their development.
12.
Project and Change Management: May serve as a team member, or subject matter expert, for formal or department projects.
Contributes ideas and helps develop solutions, while balancing demands of project work and routine job responsibilities.
Engages effectively in...
....Read more...
Type: Permanent Location: Willowbrook, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:33
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Mukwonago, US-WI
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:32
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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: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:30
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Arlington Heights, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:30
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Brookfield, US-WI
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:29
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:28
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Glendale Heights, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:27
-
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 ...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:26
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Greensboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:25
-
Description
As a Senior Client Service Associate within the Latin America Private Bank at J.P.
Morgan you will be responsible for maintaining, deepening and enriching client relationships.
You will serve as the primary point of contact for all service related needs of a Private Banking client.
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
* Ability to fluently communicate (written and verbal) in Spanish
* 2+ years of experience in the investment management industry
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, finan...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:24
-
Investment risk due diligence and portfolio risk oversight with a focus on Private Asset strategies; Private Credit, Private Credit Secondaries, Real Assets, and private Co-Investments.
Job Summary:
As the Executive Director in the Asset Management - Private Credit and Real Asset Investment Risk team, you will collaborate with Senior members of the Research, Investment Risk, and Portfolio Management teams to formulate risk and investment insights that can be leveraged by the Investment Committee to generate the best outcomes for our clients.
You will engage in a rigorous qualitative and quantitative analysis of people, process, and investment strategies.
Additionally, you will contribute to a wide variety of projects aimed at maintaining and improving our risk management practices, knowledge, analytics, and infrastructure.
Job responsibilities:
Investment risk due diligence and portfolio risk oversight
- Focus on Private Asset strategies
- Collaborate with Senior members of the Research, Investment Risk, and Portfolio Management teams
- Formulate risk and investment insights
- Contribute to projects aimed at improving risk management practices
Required qualifications, capabilities and skills:
* 10 + years of experience in an investment/risk role with exposure to Private Credit, Real Assets, Structured Credit, or other alternative investment strategies
* A strong understanding of Private Credit and Real Asset strategies
* Experience evaluating leverage facilities utilized for illiquid assets
* A strong risk intuition and intellect, coupled with a deep understanding of risk issues across a range of private asset classes and strategies
* Demonstrated ability to appropriately weigh both practical and theoretical risk with portfolio management concerns
* Confidence and poise to interview Private Credit and Real Asset managers fund managers and risk management professionals, with an ability to maintain strong ongoing relationships inside and outside the firm
* Strong verbal and written communication skills
Preferred qualifications, capabilities and skills:
* MBA / CFA / CRM preferred
* Tableau, Python & SQL experience is a plus
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 a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:23
-
Job Summary:
You would be a member of the Operational Due Diligence team focused on alternative investments.
Job Responsibilities:
* Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
* Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
* Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
* Reviewing and scoring responses to operational due diligence questionnaires
* Working collaboratively with control partners in governance, risk, compliance and internal audit
* Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
* Presenting analyses, findings and opinions at Investment and Governance Committee meetings
Required Qualifications, Capabilities, and Skills:
* You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
* Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
* Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
* Investigative skills and attention to detail
* Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
* Strong written, presentation, and communication skills
* Strong initiative, energy and confidence completing assignments
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 i...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:20
-
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: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:19
-
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
As an Applied AI Machine Learning Lead within our dynamic team, you will be responsible for applying advanced machine learning techniques to intricate tasks such as natural language processing, speech analytics, and recommendation systems.
Your role will involve active collaboration with various teams and participation in our knowledge sharing community.
You will thrive in a highly collaborative environment, working closely with business professionals, technologists, and control partners to implement solutions into production.
Additionally, your strong passion for machine learning will promote you to independently invest time in learning, researching, and experimenting with new innovations in the field.
Job Responsibilities
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as NLP, speech recognition and analytics, or recommendation systems
* Choosing, extending, and innovating ML strategies for various banking problems
* Analyzing and evaluating the ongoing performance of developed models
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production
* Learning about and understanding our supported businesses in order to drive practical and successful solutions
Required qualifications, capabilities, and skills
* MS with 7+ years, or PhD with 4+ years of hand-on industry experience in Machine Learning.
* Good understanding of the latest advancement of NLP concepts, such as the transformer architecture and knowledge distillation.
* Experience in classical ML techniques including classification, clustering, optimization, cross validation, data wrangling, feature selection, and feature extraction
* Ability to design experiments - establish strong baselines, choose meaningful metrics, and evaluate model performance rigorously
* Scientific thinking with the ability to invent and to work both independently and in highly collaborative team environments
* Solid written and spoken communication skills
Preferred qualifications, capabilities, and skills
* 5 years of hands-on experience with virtual assistant model development and optimization
* Familiarity with continuous integration models and unit test development
* Experience with A/B experimentation and data/metric-driven product development
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 span...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:18
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:18
-
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: Simi Valley, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:17
-
Leverage your deep technical knowledge to reshape how clients experience our products and help to elevate every client interaction.
As a Client Solutions Architect Director in Merchant Services, you are a technical expert for a set of products.
You are well-versed in the sales cycle and in designing solutions to address clients' complex problems.
As a leader on your team with advanced technical capabilities, you leverage your skills to innovate on how products are solutioned, designed, enhanced, and modified, and create new ways for teams to successfully consult with clients to continuously improve their experience with the firm's products.
Job responsibilities
* Advises Client Solutions Architect teams on the strategies and best practices for configuring and modifying the firm's existing products and solutions, often in partnership with Technology, to fit complex client use cases
* Coordinates with clients and our Development and Delivery teams, drawing on technical knowledge, experience, and client feedback to lead product design and define the development requirements for enhancements
* Engages Sales in solutioning and mandating deal stages on high-level pricing, pipeline planning, and account planning
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise working within a broad set of products to solve client use cases
* Extensive experience in partnering with clients in a technology field with engineers
* Experience in supporting a Sales team while pitching and delivering complex technical products, projects, or applications
* Demonstrated experience in structuring and handling complex business solutions or technology problems to meet client needs while advising teams on strategies and best practices
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.
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 el...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:16
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Nashua, US-NH
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:16
-
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: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:15
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Chase is a leading financial services firm...
....Read more...
Type: Permanent Location: Sugar Land, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:14
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Skokie, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:13
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a 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: Tinley Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:12
-
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:11
-
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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:10
-
As a Servicing Travel Advisor Lead you will be overseeing Travel Escalation Desk (TED) advisors, offering mentorship, and designing customized refresher programs to enhance team skills and performance.
You will also provide a solution-based service that Chase Travel can offer, ensuring timely resolution for our customers.
Responsibilities include, but are not limited to, assigning tasks, monitoring team productivity, conducting performance evaluations, and establishing clear goals aligned with CTAG objectives.
You will also be tracking aging CSM tickets and performance metrics to ensure targets are achieved, collaborating with other departments for process improvements, and implementing best practices for efficient CTAG operations.
Job responsibilities:
* Oversees a team of Travel Escalation Desk (TED) advisors, ensuring effective oversight and guidance in daily operations.
* Mentors team members by providing continuous support and refresher knowledge checks to enhance their skills and performance.
* Designs and implements refresher programs tailored to the needs of CTAG advisors.
* Assigns tasks and responsibilities to team members, ensuring fair distribution of workload and adherence to deadlines.
* Monitors team performance and productivity, making necessary adjustments to task assignments as needed.
* Conducts regular performance reviews, offering constructive feedback to encourage professional growth and development, while ensuring proper documentation in JPMC check-ins
* Establishes clear performance goals and expectations for team members, aligning them with departmental objectives.
* Monitors CSM reports via Service Now along with performance metrics via SAS to identify areas for improvement and ensure targets are consistently met.
* Collaborates with other departments to streamline processes to enhance the efficiency and accuracy of CTAG operations.
* Serves as a point of contact for escalated customer inquiries, disputes, and case management, ensuring prompt and professional resolution.
* Communicates effectively with suppliers to advocate for your team members.
Required qualifications, capabilities, and skills:
* Minimum of 2+ years of experience in the travel industry and Minimum of 3 plus years of leadership experience.
* Ability to demonstrate advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools
* Strong leadership and team management skills, with the ability to motivate and empower team members to achieve goals.
* Excellent communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders.
* Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions.
* Proficiency Working knowledge of the firm's travel technology and Microsoft Office.
* Thorough understanding an...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-05 08:50:09
