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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Los Osos, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:24
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Description
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Technology Operations II - Institutional Trader Support in our Technology Operations team, your initiative and creative problem-solving will help propel global innovation in technology and business.
Working with a team of motivated collaborators, you'll develop and implement strategic technology solutions, ensuring the successful integration of network system and applications servers into existing and new technology infrastructures.
You'll play a key role in the care and support of customers, including proactive incident monitoring.
In addition to valuable on-the-job experience, you'll receive coaching, mentorship, and a host of other development opportunities to advance your career at the firm and beyond.
Job Responsibilities
* Monitor incoming tickets and manage tickets across North America
* Assist Front Office & Traders for technology issues
* Troubleshoot Virtual Platform environment Win10 and Win11 OS
* Quickly escalate issues to other support teams if necessary
* Maintain transparent communication with the client and relevant parties
* Multi-task between tickets and projects.
Required qualifications, capabilities, and skills
* Formal training or certification on Software Engineering concepts and 2+ years of applied experience.
* Required Desktop Support Experience 5+ years or minimum 3+ years with Trading or Front Office
* Advanced knowledge in infrastructure projects, operations systems, and data analytics
* Proficiency in: Microsoft Office, VPN, Virtual Machines, Remote Connectivity products, Exchange and Active Directory
* Ability to identify problems, troubleshoot, and deliver strategic solutions to clients
* Effective collaboration and communication to achieve common goals and maintain a company standard of excellence
* Good knowledge of Windows/MAC OS with the ability to carry out root cause analysis
* Strong analytical and problem resolution skills
* Strong knowledge of Mobile Devices (Android, Apple smartphones, tablets) and Mobile applications ( Zoom, Office Mobile, Securid RSA Token)
* 3+ yrs experience with Market Data applications like Bloomberg, Reuters, Factset, etc..
Preferred qualifications, capabilities, and skills
* Preferred experience ServiceNow, Splunk
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...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:22
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Join JPMorganChase as a Fund Servicing Associate II and be at the forefront of enhancing our operational services in fund accounting and administration.
This role offers a unique opportunity for career growth and skill development, as you collaborate with a dynamic team and contribute to impactful solutions.
Experience the benefits of being part of a leading financial institution that values innovation and continuous improvement.
As a Fund Servicing Manager ll within JPMorganChase, you will play a pivotal role in enhancing our fund servicing operations.
Leveraging your broad knowledge of fund accounting and administration, you will provide advice and support to ensure progress within established procedures and policies.
Your work will have a significant impact on our department, requiring you to apply your advanced analytical and problem-solving skills to develop solutions for varied and complex issues.
Your advanced emotional intelligence will be key in building trusting relationships and influencing better outcomes for our team and clients.
Your role will also involve planning and directing the day-to-day work of our staff, ensuring the continuous improvement of our operating platform.
Job responsibilities
* Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring adherence to all prescribed controls for fund accounting processes.
* Investigate and resolve issues where accounting or securities transactions breach the validation tolerances of the JP Morgan system, applying advanced problem-solving skills.
* Influence and negotiate with the ability to develop and maintain collaborative relationships both internally and with external clients to drive results.
* Implement operational procedures to complete tasks accurately and timely.
* Provide training to new hires, establishing performance objectives and promoting a culture of continuous improvement within the team.
* Partner with various Operations Teams, Technology, Product, Sales, Program Management.
* Identify and address vulnerabilities in our fund servicing processes, leveraging your proficiency in continuous improvement to enhance efficiency and resilience.
Required qualifications, capabilities, and skills
* Demonstrated expertise in fund accounting and administration, with at least three years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities.
* Demonstrated proficiency in identifying and resolving issues related to accounting or securities transactions, ensuring compliance with validation tolerances.
* Proven ability to implement operational procedures and controls, with a focus on enhancing cybersecurity and anti-fraud measures.
* Experience in training and managing a team, with a focus on establishing performance objectives and promoting a culture of continuous improvement.
* Advan...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:22
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DESCRIPTION:
Duties: Execute software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or breakdown technical problems.
Create secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems.
Produce architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development.
Gather, analyze, synthesize, and develop visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems.
Build workflows and Business rules using Pega and Camunda technologies.
Develop software or a Microservices environment that deploys as a REST API.
Develop a scalable, efficient, and cost-effective deployment solution leveraging AWS services.
Implement and Automate CI/CD processes.
Develops Test Automation Suite to enable faster time to market.
Proactively identify hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture.
Contribute to the software engineering communities of practice and events that explore new and emerging technologies.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Electrical Engineering, Electronics Engineering, Computer Science, Computer Engineering, Information Technology, or related field of study plus 5 (Five) years of experience in the job offered or as Software Engineer, Software Developer, IT Consultant, or related occupation.
The employer will alternatively accept a Master's degree in Electrical Engineering, Electronics Engineering, Computer Science, Computer Engineering, Information Technology, or related field of study plus 3 (Three) years of experience in the job offered or as Software Engineer, Software Developer, IT Consultant, or related occupation.
Skills Required: This position requires experience with the following: Designing and developing scalable microservices architectures using Spring boot and Java; Developing integration and communication through REST APIs using Apache Kafka; Performing cloud infrastructure management and deployment using AWS Cloud Services and leveraging container orchestration with Kubernetes for efficient resource utilization and scalability; Utilizing Front-end development with React to create dynamic and responsive user interfaces; Implementing robust data management and analysis solutions using Oracle databases and Splunk for real-time monitoring and insights; Conducting comprehensive testing strategies, including Automated Testing, Functional Testing, Regression Testing, and Unit Testing, to ensure software quality and reliability; Employing version control using GIT to manage code repositories and streamline development workflows; Developing and maintaining business process management solutions using Pega, optimiz...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:21
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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 Government Banking serving the Mid-Atlantic region based out of Washington DC, you will generate new treasury management business and maintain relationships with State and Local Governments.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Associates, Analysts , Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
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-so
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, insti...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:20
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Avon, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:19
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This is your chance to change the path of your career and guide multiple teams to success at one of the world's leading financial institutions.
As a Manager of Software Engineering at JPMorgan Chase within the Consumer & Community Banking, you will lead multiple teams, overseeing daily implementation activities.
Your role involves identifying and escalating issues while ensuring that your team's work aligns with compliance standards, business requirements, and tactical best practices.
Job responsibilities
* Provides guidance to immediate team of software engineers on daily tasks and activities
* Sets the overall guidance and expectations for team output, practices, and collaboration
* Anticipates dependencies with other teams to deliver products and applications in line with business requirements
* Manages stakeholder relationships and the team's work in accordance with compliance standards, service level agreements, and business requirements
* Creates a culture of diversity, opportunity, inclusion, and respect for the team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on data engineering concepts and 5+ years applied experience.
* Experience leading technology projects and managing technologists.
* Hands on programming experience using Java, React, Spring Boot.
* Experience deploying applications in AWS (ECS, Lambda, Docker)
* Experience leading technology projects.
* Proficient in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
* Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines.
Preferred qualifications, capabilities, and skills
* Experience working at code level
* Knowledge of AI/ML
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibilit...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:19
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Charleston, US-SC
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:18
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Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.
As a Product Portfolio Operations Manager within Cross Product Strategy, you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line.
Job Responsibilities
* Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
* Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
* Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
* Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
Required Qualifications, Capabilities, and Skills
* 5+ years of experience or equivalent expertise in program management, project management or performance optimization
* Proven ability to manage and implement operational effectiveness initiatives
* Proven ability to operate within the product development life cycle and agile methodologies
* Excellent communication skills and executive management reporting
Preferred Qualifications, Capabilities, and Skills
* PMP Certification
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
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 ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:17
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Become an integral part of the Commercial & Investment Bank 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 the Senior Executive Assistant within the Commercial Real Estate team, you will partner with our Client Engagement/Events and Sponsorship teams, manage Sports and Entertainment ticketing processes, and oversee field-led marketing event activities.
You will ensure compliance with Commercial Bank Marketing standards and best practices, manage marketing activities for Commercial Real Estate, and collaborate with Business Support Associates and Executive Assistants across Lines of Business to ensure accurate data collection.
Job responsibilities:
* Manage all aspects of the field-led marketing management process, ensuring timely completion of requirements independently.
* Coordinate banker attendance at local industry conferences and events.
* Manage industry association memberships and renewals.
* Advise the CRE team on submitting critical information for Sponsorship & Donation and Marketing Intake forms, including payment processing.
* Attend local events, greet clients and guests, manage food orders, and oversee conference room setup and takedown to ensure superior client service.
* Manage sports and entertainment requests related to Commercial Real Estate, including firm wide assets, suites, and ticket purchases.
* Provide comprehensive support for sports and entertainment events, including payment processing, planning, and post-event reporting.
* Create and distribute onsite suite materials, such as invitations and signage.
* Ensure timely distribution of tickets to internal and external clients.
* Serve as a floating executive assistant to support Senior Executives as needed.
* Act as the gatekeeper for all contact with the public, clients, and staff entering the office.
Required qualifications, capabilities and skills:
* Strong institutional knowledge of JP Morgan and the ability to navigate the firm effectively.
* Collaborate with Marketing, Sponsorships and Donations teams, and Technology to ensure consistency in business practices and service delivery.
* Proven event and project management skills.
* Excellent interpersonal, communication, and influence skills.
* Strategic thinker with a track record of developing strong partnerships.
* Ability to track budget and event attendance data and conduct post-event activities, including budget reconciliation and attendance reporting, ensuring compliance with firm wide standards.
* Provide physical site support for local office requirements, including phone coverage, new hire integration, facilities maintenance, supplies, and floor access.
* Experience supporting sen...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:14
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Do you love improving the lives of millions of customers and merchants by building innovative products? Are you excited about creating a fintech platform that fuels the next wave of growth in payments? Join the Wallet and Lending Innovation team, where talented product leaders are transforming buying and selling experiences and advancing digital payments.
The Wallet and Lending Innovation organization is a team of highly talented product leaders focused on delivering innovative payment experiences and platforms.
We're transforming buying and selling experiences for millions of our customer and nurturing the growth of digital payments.
As an Executive Director of Product and leader in the Wallet and Lending Innovation organization, you will conceptualize the next generation of payment platforms, drive innovative thinking and build seamless customer experiences that become the foundation of Chase digital payments and commerce experiences.
We're looking for someone who is customer obsessed, has a strong passion to lead "start-up" efforts in large companies, and a inclination for innovative thinking.
This product leader shall have the opportunity to lead a team of talented product managers and foster a culture of innovation, learning and collaboration.
As a leader on the team, you will be responsible for creating a vision and a roadmap, driving product development lifecycle, monitoring the platform performance and scaling the payments platforms to millions of customer.
Job responsibilities:
* Define the vision and strategy for the product line
* Conceptualize and create platforms and products from 0-1, including driving build and scale
* Lead and develop a team of product managers; foster an environment of motivation and collaboration
* Manage executive stakeholder relationships and regularly communicate updates on the product strategy, progress and performance
* Partner closely with Technology, Design, and Analytics teams to lead product development efforts
* Define features and communicate requirements to engineering in clearly written documentation
* Monitor against goals, identify and scope implementation paths for needed enhancements, and create remediation plans when needed
* Manage product backlog, production support, issue & defect resolution and prioritization
* Collaborate with a team of cross-functional partners to ensure a strong risk and controls environment (e.g., Risk, Controls, Legal, Compliance)
Required qualifications, capabilities and skills:
* 10+ years of experience in financial services and product management
* Experience in online payments including digital wallets and money movement
* Experience driving change within large, highly matrixed organizations and managing stakeholders across multiple functions
* Passion for understanding customer needs and demonstrated ability to build scalable platforms
* Ability to think strategically while still being co...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:14
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The Marketing Transformation team is seeking a visionary GenAI Strategy Vice President to lead our next wave of innovation in marketing.
This is a unique opportunity to shape the future of marketing by harnessing the power of Generative AI, working across Product, Data, Technology, and AI teams to drive transformation and deliver measurable impact.
As a GenAI Marketing Strategy Vice President on the Marketing Transformation team, you will be reporting to Head of Content & AI transformation, and you will be accountable to deliver on the strategic agenda for GenAI adoption in marketing, develop and oversee an integrated roadmap, and ensure alignment across business, product, and technology stakeholders.
You will champion the use of AI to reimagine marketing workflows, content creation, personalization, and audience engagement, while driving operational efficiency and business growth.
Job Responsibilities
* Collaborate with product, data, tech, and marketing teams to build and maintain an integrated GenAI transformation roadmap, organizing work into horizons with clear milestones and outcomes.
* Define strategic objectives for GenAI initiatives, support business case development, and partner with Finance to measure efficiency gains and ROI.
* Collaborate with LOB transformation leads and process teams to identify pain points, prioritize capabilities, and track adoption metrics for last-mile success.
* Ensure collaboration across lines of business (LOBs), product, technology, and Data & Analytics teams to drive a cohesive and unified AI strategy for marketing.
* Prepare executive updates, craft compelling narratives, and streamline reporting across key initiatives such as workflow automation, content transformation, omni-channel personalization, and AI enablement.
* Facilitate steering committee forums to prioritize GenAI capabilities, and collaborate with change management teams to drive user adoption and effective stakeholder communication.
* Ensure up-to-date communications across the organization, keeping stakeholders informed of progress, achievements, and new developments in GenAI for marketing.
* Stay current with the latest advancements in AI, proactively identifying opportunities to leverage new technologies and best practices for marketing transformation.
* Champion agile ways of working, ensuring rapid iteration and continuous improvement across GenAI initiatives.
* Establish scalable frameworks for measuring and tracking efficiency, adoption, and business impact of GenAI solutions.
* Bring a consulting background to navigate ambiguous environments, drive clarity, and deliver actionable recommendations in complex, fast-evolving contexts.
Required Qualifications, capabilities, and skills
* 5+ years of experience in martech, product, or AI-driven marketing transformation
* Bachelor's degree in marketing, product, engineering, computer science, or related field
* Deep...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:12
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Consumer and Community 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
* Executes standard software solutions, design, development, and technical troubleshooting
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
* Optimize application performance and manage memory usage using tools such as Instruments
* Implement and manage cloud messaging APIs and push notification services
* Utilize code versioning tools, especially Git, for efficient source code management
* Adhere to and apply Apple's design principles and interface guidelines in application development
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in designing and implementing iOS mobile applications using SwiftUI, Swift and Objective-C.
* Experience with iOS application development and frameworks
* Experience with One or more Design Patterns - MVC, MVVM, MVI
* Experience with RESTful APIs to connect iOS applications to back-end services
* Proficiency in Git/Bitbucket version control
* Experience in developing, debugging, and maintaining iOS swift code in a large corporate environment with one or more modern programming languages and database querying languages
* Demonstrable ability to code in one or more languages, as well as experience across the whole Software Development Life Cycle
* Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security
* Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, etc.)
Preferred qualifications, capabilities, and skills
* Familiarity with mode...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:11
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Elevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.
As a Principal Technical Program Manager in CDAO, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders.
Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change.
With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals.
Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management.
In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.
Job responsibilities
* Develop and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration
* Oversee complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and addressing roadblocks
* Foster strong relationships with stakeholders, clients, and cross-functional teams, providing direction and defining decision-making procedures for beneficial outcomes
* Guide the selection and implementation of appropriate technologies, platforms and software tools leveraging advanced technical fluency
* Champion continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations
* Demonstrated proficiency in technical solutions, vendor product knowledge, managing vendor relations, and implementing solutions
* Advanced analytical reasoning skills, applying critical thinking and problem-solving techniques to break down business, technical, and operational objectives
* Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments
* Advanced expertise in stakeholder management, establishing productive relationships, and driving beneficial outcomes aligned with firm objectives
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 ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:10
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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: Palatine, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:09
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Spend your summer working alongside the top professionals in the business to come up with solutions that shape the global economy.
Our bankers are focused on long-term relationships and developing strategies that help our government, institutional and corporate clients grow and innovate; they do this by providing sound advice, helping them access funds and making connections, all while helping clients manage the many risks in today's complex environment.
Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets.
As an Investment Banking Summer Associate within our team, you will collaborate with leading professionals to devise solutions that influence the global economy.
You will focus on building long-term relationships and crafting strategies that support the growth and innovation of our government, institutional, and corporate clients.
Your role will involve offering sound advice, facilitating access to capital, and fostering connections, all while assisting clients in navigating the complexities and risks of the current environment.
You will work alongside our industry and product teams to develop and implement strategies that enable our clients to expand and meet their goals in the global market.
Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets.
The Investment Banking Summer Associate Program spans the following industry and product teams: Consumer & Retail, Diversified Industries, Financial Institutions, Healthcare, Latin America Advisory, Leveraged Finance, Media & Communications, Mergers & Acquisitions, Mid-Cap Investment Banking, Natural Resources, Real Estate, and Technology.
Working here means joining a collaborative, supportive team.
We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.
We'll give you what you need to succeed from training to mentoring from senior leaders to projects that engage all your skills.
What to expect
Our nine-week program kicks off with four days of orientation and training, giving you technical and practical skills.
Top performers may receive a full-time job offer at the end of the summer.
Job responsibilities
* Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory
* Managing client transactions from pitch to close under the guidance of our senior leaders
* Coming up with innovative and creative ways to solve complex, real-world business challenges
* Learning how we help clients and communities grow, no matter their needs
* Sharpening your technical skills
* Building your professional network with mentors, senior executives and others
Required qualifications, capabilities, and skills
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:08
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Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist II within Retirement Production Support, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts.
Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment.
You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy.
Your critical thinking and problem-solving skills are essential for success in this role.
Job responsibilities
* Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness.
* Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints
* Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions.
* Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes.
* Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities.
Required qualifications, capabilities, and skills
* Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions.
* Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience.
* Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions.
* Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes.
* Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities.
* High school diploma or GED required.
* Physical requirements: sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time.
Preferred qualifications, skills, and capabilities
* Familiarity or developing knowledge of automation and process optimization tools or technologies.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We...
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Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:07
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The Executive Director Data Scientist will lead our data team within the Applied AI & Analytics Solutions product group, driving innovation in AI, machine learning, and advanced analytics.
This role is pivotal in exploring, piloting, and implementing cutting-edge data-driven solutions that address complex business challenges.
The ED Data Scientist will spearhead research and development efforts and nurture a culture of experimentation and innovation, ensuring seamless integration of solutions into operational workflows and collaboration across business units
Job Responsibilities
* Explore and implement new technologies, methodologies, and innovations in data and analytics.
* Conduct research and development to identify and apply cutting-edge AI and machine learning (ML) solutions.
* Drive the creation, building, and deployment of advanced data-driven solutions that address complex business challenges.
* Collaborate closely with other teams to ensure smooth transitions and effective support for newly developed solutions.
* Facilitate the integration of advanced analytics models and applications into everyday operational workflows.
* Drive research initiatives and pilot projects that promote a culture of innovation and continuous improvement within the organization.
* Lead the team in developing impactful AI/ML models and data-driven applications that meet business needs and performance standards.
* Partner with external experts and industry peers to stay informed of emerging trends and best practices.
* Champion the adoption of innovative technologies and methodologies across the firm, influencing a forward-thinking approach towards data and analytics
* Integrate advanced AI/ML solutions with agentic technologies (e.g.
LangChain) and develop predictive models and autonomous agents that automate complex data tasks, streamline workflows, and empower users.
* Manage and build the semantic data layer, defining relationships among key business entities to fuel intelligent search, recommendation engines, and network analysis.
* Develop data-driven tools, dashboards, and analytical applications to enhance advisor efficiency and deepen client engagement
* Deliver end-to-end solutions for understanding and improving organizational engineering performance through the creation of core data assets and analytical dashboards.
* Oversee the design, deployment, and management of prompt-based models on LLMs for various NLP tasks in the financial services domain.
* Conduct and guide research on prompt engineering techniques to improve the performance of prompt-based models within the financial services field, exploring and utilizing LLM orchestration and agentic AI libraries.
* Collaborate with cross-functional teams to identify requirements and develop solutions to meet business needs within the organization.
Required qualifications, capabilities, and skills
* Minimum 10+ yea...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:06
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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.
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
* 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
* 10+ 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, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 20...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:05
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Make an impact as a leader in strategic initiative which focuses on building highly scalable and resilient applications.
As a lead software engineer, you will use Java, Spring Boot, Kafka, Oracle, and cloud technologies to implement the Photon microservices framework that helps implement apps using modern software architectures.
As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking team, you play a crucial role in an agile team dedicated to enhancing, building, and delivering application observability technology products securely, stably, and scalably.
As a core technical contributor, you are tasked with implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Use Java, Spring Boot, kafka, Oracle to build event driven, cloud native Microservices.
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Software Engineering concepts and 5+ years applied experience.
* Hands-on practical experience delivering scalable, distributed systems, application development, testing, and operational stability.
* Proficiency in Java (Core & EE, Spring Framework) and able to create Java based Microservices.
* Use Java, Spring Boot, Kafka, Oracle to build event driven, cloud native Microservices.
* Practical cloud native experience in AWS and AWS tools (RDS, Lambda)
* Notable experience with cloud-based data platforms and patterns for compute, storage, analytics, and data science use cases
* Excellent verbal and written communication skills to work effectively with cross-functional teams and stakeholders.
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversi...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:04
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If you enjoy servicing a portfolio of Commercial and Investment Banking clients with their letter of credit needs, this could be the role for you!
As a Senior Client Service Account Associate in The Trade and Working Capital Client Service Group, you will be responsible for managing and facilitating the unique and complex service needs of Global Trades client base.
Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East and Asia.
You will maintain a passion for client service in everything you do.
You will use communication and relationship management skills to ensure an exceptional level of client satisfaction.
You will be responsible for various customer service and relationship management activities related to Global Trade Products primarily focused on Standby Letters of Credit.
You will serve as the primary point of service contact for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions.
The assigned client portfolio may be comprised of operating transactional accounts and complex structuring requests.
You will handle maintaining Standby Letter of Credit requests, research and resolution of customer's inquiries, preparing and collecting account documentation and managing internal project initiatives for your portfolio of clients.
Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability.
You will also participate in joint client calls with Bankers and Trade Sales Officers both in person and over the phone.
Job responsibilities:
* Negotiate new or existing transactions with clients, external legal advisors, banking and credit teams supporting Standby Letter of Credit Transactions
* Work independently and act as escalation point for complex issues to structure and resolve customer requests
* Manage dedicated Standby Letter of Credit client portfolio having frequent interactions with internal/external clients, working with various areas of the bank for client resolution
* Provide timely follow-up to clients, and be accountable for client satisfaction
* Provide guidance and training to team members based on knowledge of Trade products and services focusing on Standby Letters of Credit
* Serve as a liaison between the Relationship team, Operations, Treasury Management, Sales and Implementations to provide the best service to the client, your department, and the firm
* Structuring and negotiate Standby LC text in accordance with procedures while mitigating risk to the bank and client
* Prioritize daily workload to maximize productivity utilizing time management and organizational skills
* Create and maintain new and existing policies, procedures, and practices
* Project a confident and professional presence to our clients, other bank departments and the community
...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:02
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:01
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Carlsbad, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-05 08:49:00
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Come join the exciting world of Transfer Agency Operations! As an Associate on the TA Ops team, you will be working in a fast-paced environment, from booking/reviewing subscriptions and redemptions to moving cash for Clients/Funds/Investors to reviewing KYC/AML.
We also will work closely with Accounting/Tech/Client Service/Product to implement change and deliver the best results for our business.
As part of this talented team, you will learn all about the Transfer Agency world and be "Audit Ready" at all times.
Does any of this excite you? Then you might be a good candidate.
As an Associate on the TA Ops team, you will be working in a fast-paced environment, handling various tasks such as booking/reviewing subscriptions and redemptions, moving cash for Clients/Funds/Investors, and reviewing KYC/AML.
You will collaborate with Accounting, Tech, Client Service, and Product teams to implement change and deliver the best results for our business.
You will learn all about the Transfer Agency world and be "Audit Ready" at all times.
Job responsibilities:
* Work on a team of highly dedicated individuals to ensure accurate and timely processing of all Fund and Investor level activity (NAV entry, series consolidation, capital activity, contact/wire updates, etc.)
* Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately
* Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/changes; ensure all work is 'Always Audit Ready'
* Produce and review client and investor level reporting, such as monthly/quarterly statements, contract notes, order acknowledgements, and regulatory reports
* Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, K-1 distribution, audit requests, etc.
* Manage the final signoff process for investor transactions and resolve any outstanding documentation, including KYC/AML documents
* Follow JPMorgan's established processes and procedures and modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
Required qualifications, capabilities, and skills:
* Dedicated to superior client service and able to remain poised under pressure
* Team player, professional and proactive approach to work, positive attitude
* Very strong communication skills both oral and written
* Excellent interpersonal skills
* Ability to work with a high level of precision in a fast-paced, deadline-driven environment
* Ability to collaborate and solve problems that involve multiple stakeholders
* Ability to work independently with strong follow-through
Preferred qualifications, capabilities, and skills:
* Bachelor's degree required (business discipline preferred)
* Minimum 3-5 years' experience in ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-05 08:48:57
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Join our fun, high-energy team as a Home Lending Assistant 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 Home Lending Assistant in Chase Home Lending, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers.
You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers.
Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results.
Job responsibilities
* Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
* Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
* Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
* Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
* Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
* Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
* Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent work experience in sales and/or real estate
A minimum of four years' work experience in mortgage loan processing
Intermediate computer skills (familiar with MS Office products or similar software)
Excellent customer service skills
Excellent written/oral communication
Excellent organization skills
Abil...
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Type: Permanent Location: Carmel, US-IN
Salary / Rate: Not Specified
Posted: 2025-09-05 08:48:56
