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Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as our 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 Centralized Sales Home Lending Associate within Chase's Home Equity and Streamline product team, you will play a pivotal role in serving our clients.
You will gain expertise in our programs, policies, and procedures, ensuring every client interaction is seamless and satisfying.
Job Responsibilities:
* Connect with clients through inbound and outbound calls, showcasing your ability to learn and serve customer's cash needs or desire to reduce interest expense.
* Maximize the opportunity to be passionate about helping every customer achieve their objective and choose Chase.
* Ensure every detail is perfect, from customer satisfaction to compliance with applicable statutes and procedures.
* Navigate multiple advanced computer systems with ease, supporting the lending process with automated programs and software.
* Maintain your cool in a high-volume, fast-paced environment, even during challenging situations like loan escalations.
* Work closely with partners and team members, sharing information and expertise to achieve common goals.
Be candid and honest with coworkers and referral sources.
* Keep up-to-date with the mortgage industry, business, and economic trends to better understand the local market and the needs of our clients.
* Provide valuable feedback on lead quality and accurately log all business activities within the firm's CRM.
Required qualifications, capabilities, and skills
* Demonstrated sales aptitude
* College degree, or 2 years equivalent work experience in sales
* Proficient with Microsoft Applications (Word, Excel, and PowerPoint)
* Extremely detail-oriented.
Highly organized with a demonstrated ability to manage multiple tasks and meet deadlines timely
* Demonstrated ability in providing superior customer service and consultative selling
* Self-motivation and demonstration of initiatives
* Strong adherence to compliance regulations
Compliance Requirements:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last s...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:32
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Fusion Data Management solutions, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Collaborates in strategizing architecture and solutions to enhance client interactions, including the design of demo environments and client-specific proof of concepts (POCs).
* Communicates with the broader team of developers, testers, operations, and client-facing users to ensure that business requirements and functional solutions are understood within the context of the overall product vision.
* Crafts the integrated technical solution between Fusion and the client.
* Contributes to the design of the operating model between Fusion and the client.
* Provides ongoing leadership throughout all phases of product development, ensuring accuracy, alignment with requirements, and timely delivery of the final solution.
* Coordinates project efforts and migration plans in collaboration with business leads
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Experience with financial analytics platforms
* Exhibit strong relationship-building and interpersonal skills, with the ability to engage effectively with senior business and technology executives.
* Possess familiarity with technical concepts and data models, coupled with a strong passion for product development.
* Demonstrates...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:31
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Orangeburg, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:30
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
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 fina...
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Type: Permanent Location: Marco Island, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:30
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Clermont, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:29
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and...
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Type: Permanent Location: Mansfield, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:28
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
As an Analyst in Principal Risk, you will employ critical thinking and expert judgment as you engage in risk management oversight of JPMorgan's industry leading portfolio of "tax equity" investments across two sectors: renewable energy (i.e., wind and solar farms) and affordable multi-family housing (i.e., low-income housing tax credits).
As part of the Principal Risk team, which oversees client-driven tax credit investing activity, you will help the firm grow its dynamic investment portfolio in a responsible way by anticipating new and emerging risks and using your expertise to solve real-world challenges that impact our company, customers and communities.
You will partner closely with the tax-oriented investment ("TOI") team to advise on the structuring and underwriting of new investment activity, analyze, risk-grade, and approve new investments, and assess the quality and performance of the portfolio.
Over time, you will develop a broad and deep understanding of the tax-equity business in order to be effective in identifying, measuring, monitoring and controlling risk ensuring internal and regulatory oversight standards are met.
Job Responsibilities:
* Identify, document, and articulate key risk factors associated with renewable energy investments as you complete forward-looking annual risk grade and performance assessments.
* Participate in the new investment review and approval process and facilitate the risk grading and booking of new investments to ensure accurate capture, processing, and reporting of investment metrics.
* Apply critical risk judgment to challenge investment underwriting assumptions developing an independent view of conclusions, due diligence sufficiency, and technical considerations related to engineering assessments in renewable energy.
* Join project site visits and diligence sessions to independently assess developer capabilities, project viability/attributes, and underwriting assumptions used to forecast investment performance.
* Take ownership of periodic projects including: 1) economic stress evaluation and documentation, 2) quarterly risk dashboard format/content, and 3) preparation of Risk material for various senior management presentations.
* Interact with TOI Portfolio Management/Asset Management deal teams to remain abreast of portfolio trends, watch list assets, and upcoming challenges.
* Work to identify and escalate ideas and methods for improving efficiency in the portfolio oversight and processing activities through the use of AI or other software tools.
* Work with middle office, controllers, and fron...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:27
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
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 hear...
....Read more...
Type: Permanent Location: Watertown, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:27
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The AI in Operations program consists of Domain Product teams owning expansion of common capabilities and of the Strategy and Transformation Office, driving the Scaling and Reimagination teams, executive reporting and strategic direction into new Domains and Capabilities.
Working closely with AI teams across the firm, the program ensures efficient, thoughtful, innovative use of AI solutions across the Operations space.The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm.
Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.
As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space.
Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process.
Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes.
Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients.
Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.
Job responsibilities:
* Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting
* Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process
* Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders
* Manage AI in Operations portfolio operating model - responsible for documentation, implementation, change management and ongoing strategy and planning
* Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes
* Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges
* Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm.
Communicate enhancements, risks, and issues to stakeholders and executive lead...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:26
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Ronkonkoma, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:25
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Do you have early careers recruiting experience and people management skills? Apply today!
As a Recruiting Lead in Early Careers in Asset and Wealth Management, you will lead a team responsible for building a strong pipeline of diverse summer and full-time analysts across our North America US Private Bank (USPB) team.
You will assist in executing a best-in-class talent acquisition strategy to ensure that we hire great entry-level talent.
Job Responsibilities
* Assist the team in facilitating the end-to-end recruiting process from sourcing to hiring, managing the life cycle of the candidate
* Build and partner with key stakeholders to formulate an effective recruiting strategy
* Formulate effective recruiting processes considering firm hiring principles and business hiring priorities
* Assist with regional and New York-based sourcing channels leveraged by the Early Careers team, partnering with internal teams to deploy strategic sourcing for the USPB and the broader organization
* Coordinate closely with employer brand and marketing to ensure that we are maximizing our brand, continuously innovating, and have the latest collateral for candidates
* Communicate our results/hiring statistics, successes, and challenges across the recruiting timeline, ensuring transparency with our stakeholders
* Work to ensure that we are well connected and networked with key diversity strategies and organizations, such as our firmwide Historically Black Colleges & Universities (HBCUs) team and our diversity groups
* Help manage early identification programs for all candidates considered for the upcoming internship
* Prepare and distribute resumes to the interviewing team, track candidate progression, facilitate first-round interviews, review pre-recorded video interviews, organize and attend final round (Super Day) interviews, and communicate offer decisions to candidates
* Complete assigned projects and/or tasks to ensure the smooth running of key initiatives during periods of high volume
* Leverage tools such as Oracle, Yello, Excel, PitchPro+, and more to assist with data accuracy and reporting on a daily basis
Required Qualifications, Capabilities, and Skills
* 5 years minimum experience in a similar recruiting position
* 2 years minimum experience as a people manager
* Experience leveraging a customer relationship management tool of some kind
* Ability to handle human resources (HR) information and data both confidentially and sensitively
* Manage recruiting efforts including attraction, strategic diversity plans, event operations, execution of hiring initiatives, and partnering with internal teams
* Demonstrated relationship management/interpersonal skills, including work with internal clients, namely, senior-level and high-touch stakeholders in both in-person and virtual formats; has a desire to build knowledge and understanding of our businesses
* Manage and coach ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:24
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:24
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Lake Grove, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:23
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in In Store Payments, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Understanding of how to drive the requirements necessary to support a 360 view of the functionality, considering the impact on other platforms and systems
* Ability to understand enterprise-level business needs and translate them into terminal product requirements and surrounding impacts
* Familiarity with or capability to learn and source the right product owners for systems such as processing platforms, boarding platforms, reporting, and analytic engines
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
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 packag...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:22
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The AI in Operations program consists of Domain Product teams owning expansion of common capabilities and of the Strategy and Transformation Office, driving the Scaling and Reimagination teams, executive reporting and strategic direction into new Domains and Capabilities.
Working closely with AI teams across the firm, the program ensures efficient, thoughtful, innovative use of AI solutions across the Operations space.
The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm.
Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.
As a Program Manager within the AI in Operations Transformation Office, you will lead complex projects and programs to drive the AI in Operations program towards its strategic goals and impact AI and Operations teams across the firm.
Your experience in program management of leading program offices and broad understanding of the AI space will enable you to develop strategic plans and ensure the program meets internal and external requirements.
Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes.
Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients.
Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.
Job responsibilities:
* Support the AI in Operations program roadmap including partnering across AI in Operations teams to advance and mature the program's direction, strategy design, and governance
* Own the creation and management of program governance including engagement with senior-level stakeholders to communicate firmwide accomplishments and drive decision making
* Maintain and monitor list of key program-level dependencies including across application groups and proactively track through to completion
* Own, prepare materials, and lead key stakeholder and senior leadership meetings and updates
* Own change management for key stakeholders including program updates and trainings for teams across the program
* Collaborate with cross-functional teams, including AI in Operations teams, AI teams across the firm, and Operations teams across the firm.
Communicate program status, risks, and issues to stakeholders and executive leadership.
Build and maintain strong relationships with internal and external stakeholders
* Advise and influence senior leaders and bus...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:22
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If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities
* • Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
* • Convert high quality leads into new clients and help to maintain those relationships
* • Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
* • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
* • Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
* • A valid and active Series 7
* • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
* • This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
* • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
* • Bachelor's degree preferred
* • CFP preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 competit...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:21
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Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
* Knowledge of real estate market ...
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Type: Permanent Location: Antioch, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:20
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Food & Agribusiness Banking team, you will be responsible for growing and retaining profitable relationships within the Food & Agribusiness sector.
The team covers companies across a broad spectrum of food and agricultural sectors including sourcing, manufacturing, and processing and distributing.
Our bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
The Food & Agribusiness team is part of JP Morgan's Commercial Bank in its Middle Market Banking & Specialized Industries (MMBSI) group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
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
* Provide proactive coverage of a multi-state/segment territory in the Midwest that requires a willingness to travel for in-person client meetings
* Become the industry expert within Food & Agribusiness across multiple sectors including: wholesale distribution, brands and suppliers and co-manufacturing
* Actively partner across lines of business including but not limited to: Investment Banking, Syndicated Finance, Asset Based Lending and Direct Lending
Required Qualifications, Capabilities and Skills
* Five plus years' direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* 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
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution and problem solving abilities, flexible to ch...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:19
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:19
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Cupertino, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:18
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Parker, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:17
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:16
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Manhasset, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:15
-
The AI Solutions and Business Enablement team within the Chief Data and Analytics Office (CDAO) at JPMorgan Chase & Co.
(JPMC) is seeking a dynamic and innovative Senior Associate to join our team.
This role is pivotal in the evolution and expansion of LLM Suite, the firm's flagship GenAI capability, which is among the leading internally-developed GenAI solutions in the financial services industry globally.
LLM Suite serves over 200,000 employees for general productivity and repeatable business processes, driving significant value across the firm.
As a Strategy Senior Associate on the AI Solutions and Business Enablement team, you will engage in a hybrid role that is critical to both product management and strategic initiatives for LLM Suite, while also engaging with various lines of business to strategically identify opportunities where GenAI can drive value.
Collaborating with the Firm's Machine Learning Center of Excellence and AI Research teams, you will help develop solutions that integrate seamlessly with LLM Suite.
This position offers a unique opportunity to gain expertise across AI/ML use cases and business functions, while enhancing your problem-solving, product management, analytical thinking, executive communication, and leadership skills in a supportive environment.
Job Responsibilities:
* Responsible for product management and leading the delivery of key features and priorities on the LLM Suite roadmap, ensuring alignment with strategic goals.
* Drive the execution of the firm's top AI/ML priorities by collaborating with senior stakeholders and project teams.
* Conduct comprehensive competitor and industry research to identify market trends and new AI capabilities.
* Engage strategically with internal lines of business to understand their processes and workflows in order to shape and refine their AI strategies.
* Identify and prioritize business challenges that can benefit from AI technologies, developing analyses to drive actionable recommendations.
* Develop and present business cases for prioritized initiatives, including scope, target solutions, staffing, and timelines.
* Collaborate with cross-functional teams, including Product and Technology, to prioritize deliverables from both business and technical perspectives.
* Exercise sound judgment to anticipate bottlenecks, mitigate risks, and balance business needs with technical constraints.
* Conduct interviews and engage in working groups to support leadership decision-making.
* Prepare and deliver executive communication materials, presenting analyses and recommendations to senior executives.
* Build relationships with key AI/ML stakeholders across the firm, fostering a network of responsible AI/ML development practices.
Required qualifications, capabilities, and skills:
* 4+ years of experience in a strategy consulting, product management, or product strategy role within a complex and dynamic environment, with a...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:15
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: White Plains, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:14
