-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Healthcare, Higher Education and Not for Profit Associate Banker is for you.
As an Associate Banker within the Healthcare, Higher Education and Not for Profit - Middle Market Banking and Specialized Industries team, you will play a crucial role in supporting client acquisition and nurturing ongoing relationships in the region.
You will concentrate on expanding and retaining profitable relationships with nonprofit health systems, colleges and universities, and not-for-profit organizations.
Your comprehensive understanding of our solutions, including Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card, and Chase Paymentech Solutions, will be essential.
Our most successful bankers utilize a strategic approach to market activity and prospecting to achieve their goals.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities:
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
* 3+ years with above average performance results in a similar banking role or credit/lending related experience.
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Preferred Qualifications, Capabilities and Skills:
* Bachelors degree preferred
* Excellent problem solving, oral, and written communication skills
* Superior knowledge of the market dynamics and its business environment preferred
* Extensive knowledge of products and services
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...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:47
-
Are you passionate about leveraging data and automation to drive operational excellence? As a Data Analyst in Client Tax Operations, you will play a pivotal role in transforming tax reporting and withholding processes.
You will collaborate with cross-functional teams, utilize advanced analytics and automation tools, and help ensure compliance with tax regulations.
This role offers opportunities for professional growth, exposure to innovative technologies, and the chance to make a meaningful impact.
Join us and be part of a team that values accuracy, innovation, and continuous improvement.
As a Client Tax Operations Strategic Analyst within the Information Reporting, Client Tax Operations team, you will automate and optimize reporting and withholding processes using tools such as Alteryx, Python, and Tableau.
You will collaborate with product, technology, and corporate tax advisory teams to integrate analytics and automation into daily operations.
Your expertise will support tax planning, compliance, and process improvement initiatives.
You will develop and maintain dashboards to monitor key performance indicators and ensure data quality and integrity.
Your ability to communicate complex findings and drive innovation will be essential to the team's success.
Job responsibilities
* Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operations
* Provide data-driven insights to support tax planning, optimization initiatives, and regulatory compliance
* Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics
* Oversee daily reporting activities and manage relationships with product, technology, and corporate tax advisory teams
* Identify opportunities for process improvements and automation to enhance tax reporting and compliance
* Utilize intelligent automation tools such as Alteryx to streamline data workflows and improve efficiency
* Communicate complex data findings and recommendations to senior management and stakeholders
* Establish and enforce data governance policies and procedures to ensure data integrity, accuracy, and security
* Implement data quality controls and perform regular audits to maintain high standards of data quality
* Support the implementation of new analytics and automation initiatives
* Contribute to a culture of innovation, accuracy, and continuous improvement
Required qualifications, capabilities, and skills
* Bachelor's degree in Data Science, Statistics, Finance, Accounting, or a related field
* Proficiency in data analysis tools and programming languages such as SQL, Python, R, and Tableau
* Experience with intelligent automation tools such as Alteryx
* High level client service and communication skills
* Excellent analytical, problem-solving, and critical-thinking skills
* Familiarity with internal custody systems and custody product...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:45
-
Join a dynamic environment where your analytical expertise will help shape strategic decisions and drive impactful outcomes for the organization.
As a Quant Analytics Senior Associate, within the Cash and Check Management Analytics team, you will lead the analytics book of work and collaborate with a cross-functional team to support the Cash and Check Management Team and have the opportunity to build and update business cases, scope and define analyses, develop hypotheses, gather and validate data, conduct performance analysis, generate actionable insights, and contribute to the development and presentation of findings.
Job Responsibilities:
* Build holistic insights by integrating customer, account, digital, financial, and operational data sets to inform strategic decision-making.
* Import, clean, transform, and validate data from multiple sources to prepare for advanced analytics and modeling and scope, implement, and track new features and enhancements within the collections journey to optimize customer experience and operational efficiency.
* Identify customer interactions and events across various channels to gain a deeper understanding of customer journeys and pinpoint friction points.
* Utilize a range of analytical and statistical tools-including Alteryx, Excel, SQL, Python, and Tableau-to analyze and interpret trends and patterns in complex data sets and support the creation and delivery of presentations that summarize key insights and actionable conclusions, often tailored for executive audiences.
* Collaborate with business stakeholders to translate strategic objectives into actionable analytics initiatives and measurement frameworks and lead cross-functional projects, coordinating with product, technology, and business teams to deliver impactful analytics solutions.
* Champion the use of advanced analytics techniques, such as machine learning and predictive modeling, to uncover deeper insights and drive innovation and establish and monitor key performance indicators (KPIs) to measure the effectiveness of analytics initiatives and inform ongoing strategy.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree required, with a strong academic background and at least 4 years of experience building analytical solutions that integrate multiple data inputs from diverse sources, particularly in Marketing, Customer Journey, Operations, or Finance.
* Demonstrated technical expertise in data modeling, data analysis, and segmentation techniques.
* Proficient in Business Intelligence and analytical tools such as Alteryx and Tableau.
* Self-sufficient in querying and extracting data from enterprise databases and data lakes, including platforms such as Snowflake, GOS, and AWS Athena.
* Outstanding written and verbal communication skills.
* Analytical rigor, with the ability to synthesize information across multiple platforms, systems, and organizations, and deliver su...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:44
-
Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration.
Join us and be part of a company that supports your professional journey and offers exciting challenges.
As a Trading Services Associate I within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement.
While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services.
You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements.
Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.
Job responsibilities
* Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies.
* Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency.
* Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
* Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed.
* Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
* Utilize strong analytical and problem-solving skills to support strategic initiatives and drive continuous improvement.
Required qualifications, capabilities, and skills
* Proven experience in trading or financial services, demonstrating a strong foundation in industry practices and operations.
* Strong analytical and problem-solving skills, enabling effective decision-making and issue resolution.
* Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
* Proficiency in Microsoft Office Suite, particularly Excel, complemented by advanced digital literacy for integrating innovative technologies in trade services.
* Capability to work effectively in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities.
* Demonstrated ability to collaborate...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:43
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Brookfield, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:42
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: West Covina, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:41
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Naperville, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:41
-
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: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:40
-
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 Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:39
-
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: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:38
-
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: Memphis, US-TN
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:38
-
As a Senior Community Development Banker within Commercial Real Estate, you will be an integral part of the team that is proud to support vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!
J.P.
Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects.
Through ourresources, CDB offers financing for projects of any size and complexity,including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit developments and bond purchases.
CDB's clients include: For-profit and not-for-profit developers; Government entities engaged in housing and economic development; and Community-based organizations.
Job Responsibilities:
* Identify and proactively pursue appropriate debt and deposit opportunities
* Appropriately assess transactional risk via thorough knowledge of sponsor, financial, legal, construction management and market issues
* Represent the Bank in negotiation of acceptable credit terms and structure for complicated transactions
* Work with a dedicated underwriting team to insure the timely completion of due diligence and preparation of comprehensive credit approval packages
* Work with closing staff and legal counsel to insure that the documentation for each transaction is accurate, appropriate, and consistent with the terms of credit approval
* Communicate with the loan administration unit to maintain awareness of construction progress, appropriateness of draw requests, adequacy of debt and equity sources, time delays, cost overruns, usage of contingency funds and compliance with legal documents
* Surface issues as they arise with the client to ensure good customer service and adequate protection of the bank
* Represent the Bank professionally at industry-related conferences and other such events
Required qualifications, capabilities, and skills:
* Seven plus years' experience in the affordable housing, low income tax credit industry
* Seven plus years' experience structuring, underwriting, closing, and administering commercial real estate construction loans for affordable multifamily housing
* Demonstrated success serving clients in the affordable housing industry
* Understanding and knowledge of standard bank credit policies and loan administration procedures
* Ability to work independently and with minimal supervision and direction
* Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, legal counsel, and team members
* Ability to collaborate with the team and adjust priorities to achieve team, as well as individual, goals
* Excellent written and verbal communication s...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:37
-
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: Layton, US-UT
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:36
-
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: Fort Wayne, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:35
-
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: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:33
-
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: Dublin, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:31
-
Join J.P.
Morgan's dynamic ABS team and help deliver cutting-edge financing solutions for a diverse range of clients.
As a Vice President Structurer, you will play a pivotal role in shaping the future of securitized products through collaboration, innovation, and leadership.
Job summary
As a Vice President Structurer in our ABS Commercial and Esoteric team, you will lead the structuring and execution of complex ABS transactions across commercial and non-traditional asset classes.
You will collaborate with internal and external stakeholders to deliver innovative financing solutions, optimize deal structures, and drive growth in emerging sectors.
This role offers the opportunity to make a significant impact in a fast-paced, client-focused environment.
Job responsibilities
* Lead the structuring and execution of ABS transactions, including warehouse and term issuances, across commercial and nontraditional asset classes.
* Develop, maintain, and optimize complex cashflow, collateral, and credit models using Excel, Intex, and other analytical tools for existing and emerging ABS asset classes.
* Coordinate with internal teams (credit risk, syndicate, sales, trading, legal, and operations) and external parties (rating agencies, legal counsel, accountants, investors) to facilitate transaction execution.
* Evaluate quantitative credit metrics and perform rigorous bond math, scenario analysis, and stress testing to assess deal economics and credit risk.
* Support capital markets execution, including preparation of marketing materials, rating agency analysis, and investor presentations.
* Review and comment on legal documentation for ABS transactions, ensuring alignment with deal structure and regulatory requirements.
* Identify and pursue new structuring strategies and subsector growth opportunities in collaboration with coverage groups and industry verticals.
Required qualifications, capabilities, and skills
* Bachelor's degree or higher in Finance, Economics, Mathematics, Engineering, or a related field; advanced degree preferred.
* Minimum 7 years of experience in ABS structuring, modeling, or related securitized products roles.
* Strong analytical and quantitative skills, with expertise in Excel, Intex, and VBA.
* In-depth knowledge of asset-backed securities, deal structuring, and securitization market practices.
* Experience working with rating agencies, legal counsel, and investors in the execution of ABS transactions.
* Excellent decision-making skills and sound judgment in evaluating deal structures and credit risk.
* Outstanding interpersonal and communication skills, with the ability to collaborate effectively across teams and with clients.
Preferred qualifications, capabilities, and skills
* Detail-oriented, highly organized, and able to manage multiple projects and deadlines in a fast-paced environment.
* Creative and innovative approach to problem-solving a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:28
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Westminster, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:28
-
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: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:27
-
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 rece...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:26
-
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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:25
-
Chase Auto is seeking a Vice President-level candidate to serve as Program Manager supporting the newly created Credit Decision Unit(CDU).
Working cross-functionally, the role will create and manage a backlog of initiatives for development of new products & features serving the needs of our customers.
As the program management lead within the Credit Decision Unit, you will ensure the right operating model, program structure, and management routines are in place to continually groom initiatives and then move them to product analysts/owners for development.
As a self-starter, you will drive the agenda and urgency to pursue progress while setting and meeting timelines.
You will provide regular updates to leadership on initiatives and provide escalation support.
Partnering across diverse set of teams, business groups, and product teams, you will leverage relationships to collaborate and advance business objectives.
Job Responsibilities:
* Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
* Centrally manage CDU activities to ensure the instituted framework's smooth and effective execution, reporting and compliance of all strategies
* Oversee the execution of CDU activities, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
* Engage with senior leaders, initiatives owners and broader impacted teams to ensure efficient and effective achievement of objectives.
* Engage with stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.
Required Qualifications, Capabilities, and Skills:
* At least 5+ years of program management and/or business management experience, ideally in the financial services sector, with a dual focus on strategy and execution and a track record of governance and compliance
* Bachelor's Degree in relevant fields.
* Strong analytical, quantitative, and communication skills.
* Detail-oriented with well-developed problem-solving skills and a clear understanding of the drivers of profitability.
* Strong teamwork and collaborative skills.
* Ability to make concise presentations with sound business conclusions.
* Excel and PowerPoint experience.
Preferred Qualifications, Capabilities, and Skills:
* Master's/MBA.
* Experience in the Auto Finance Industry.
* Ability to adapt to a fast-paced and dynamic environment.
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 fin...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:24
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:23
-
The Firmwide Finance Business Architecture team (FFBA) is accountable for leading large-scale data, infrastructure, accounting standard and business process change management events and the Chief Data Office for Finance and TCIO.
The team also provides a centralized program management and business analysis capability, targeted program governance, and consistent application of program management standards including system testing and change management practices, with a current focus on overseeing the Data Acquisition framework for strategic and legacy Finance, TCIO, and Wholesale Credit Risk platforms.
As a Product Owner on the Business Architecture team, you will work closely with Line of Business stakeholders, data Subject Matter Experts (SMEs), Consumers and technology teams across Finance, Credit Risk & Treasury and the various Program Management teams.
The key priorities for this role will be to manage the traditional credit product book of work, develop roadmap and deliver on multiple projects /programs on all monthly Releases.
Job Responsibilities:
* Conduct JIRA grooming and test execution
* Perform issue resolutions and escalation of critical risks
* Influence and communicate with senior stakeholder (business, operations, technology) relationships
* Drive compliance of product and Release Management standards and operating model
* Drive end-to-end project strategy discussions and develop and deliver plans for successful project delivery of firmwide and LOB change events impacting Finance, Credit and Treasury reporting
* Identify and drive solutions for business process re-engineering activities, along with creating supporting documentation and end user operational experience and usage of Finance and Risk platforms
* Provide oversight of the release plan inclusive of project or release scope, critical milestones, sourcing requirements, test strategy and execution and implementation checklists and stakeholder / technology activities
Required qualifications, capabilities, and skills:
* Bachelor's degree
* 6+ years of project management and business analysis experience and process re-engineering
* Proven experience in delivering large complex programs and managing senior stakeholder relationships
* Ability to quickly learn and assimilate business and technical knowledge
* Strong organizational skills and ability to manage multiple streams of work concurrently
* Must be detail oriented, highly responsible and able to work with tight deadlines
* Strong written and verbal communication skills, with ability to tailor messaging to various audiences
* Ability to lead, influence, and build strong relationships with partner teams
Preferred qualifications, capabilities, and skills:
* Knowledge and experience of traditional credit (Loans, Deposits, Cash) and trading products (Derivatives and Securities) is a plus
* Previous experience in Finance, Risk or Operati...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:22
-
The Firmwide Planning and Analysis Organization is seeking an integral leader to define and communicate the strategic vision.
The Financial Analysis - Data Science Center of Excellence is a global team within the Office of the Chief Financial Officer, responsible for design, development and deployment of various macroeconomic and econometric models, and broader Data Science efforts, including Artificial Intelligence and Machine Learning (AI/ML) in the Firmwide P&A (Planning & Analysis) organization.
As the Head of Financial Analysis, Data Science Center of Excellence - Executive Director, you will play a pivotal role in defining and communicating our strategic direction.
You will be responsible for steering the Modeling and Analytical initiatives and advancing the Data Science agenda.
You will collaborate with partners across Risk, Finance, Technology, Chief Data & Analytics Office (CDAO), and the broader Data Science community within the firm.
This position demands strong analytical skills and exceptional written and verbal communication abilities.
Additionally, you will have the chance to engage with senior leaders, offering a platform to refine your leadership and analytical skills, which are crucial for further progression within the Firm.
Job responsibilities
* Lead the design, development and execution of various Data Science and related modeling and analytical efforts within the Firmwide P&A organization, working closely with key partners across Risk, Finance, Technology, Chief Data & Analytics Office (CDAO) and the firm's broader Data Science community.
* Play a leadership role in setting strategic vision and furthering the Data Science agenda, including leveraging AI/ML to create value within an organizational context.
* Lead communications and meetings across diverse functions, locations and businesses to facilitate discussions, drive priorities and consensus amongst stakeholders and senior management.
* Develop executive-level presentations and explain key analytical elements in a manner that is appropriately tailored to a diverse target audience.
* Lead ad-hoc analyses and conduct Econometric and Data Science research as needed.
* Stay abreast of current trends in economics, financial markets and analytical innovations, and anticipate implications for modeling and financial forecasting.
Required qualifications, capabilities, and skills
* Strong quantitative skills: Advanced Graduate Degree (Master's or PhD) in a Quantitative Field: Mathematics, Statistics, Quantitative Finance, or related field.
* 10+ years of work experience in quantitative modeling (stochastic, econometric)/ research / forecasting / data analysis for a leading financial institution is required.
* Excellent communication (verbal and written) skills, with the ability to prepare and present executive level presentations.
* Ability to view problems through a "big picture" lens, take concepts from ideation to execut...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-18 07:58:20
