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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.
You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion.
This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job Responsibilities
* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
* Partners with Specialists including Private Client 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 Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
* High school degree, GED, or foreign equivalent
* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
* Strong team orientation with a commitment of long-term career with the firm
* Excellent written and verbal communication skills
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred Qualifications, Capabilities, and Skill...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:21
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Richmond Heights, US-MO
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:18
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You will support the Commercial and Investment Bank's Public Finance business in the Americas.
You will partner with the Public Finance business on the firm's relationships with public sector clients and create innovative solutions for the complex financing needs of state and local governments, non-profit institutions and certain corporations that issue debt in the tax-exempt and taxable capital markets.
As a Public Finance Attorney - Vice President, Assistant General Counsel within JPMorgan's legal department, you will be part of a successful, versatile, and well-established team that provides support to the Public Finance business and the Commercial & Investment Bank more broadly.
You will collaborate daily with banking, markets, regulatory, and other lawyers, as well as compliance, risk, conflicts, and operations partners.
If you possess intellectual curiosity and a passion for promoting solutions, you could be the perfect fit for our team.
The Legal Department at JPMorgan Chase & Co.
manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.
Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services.
As trusted advisors, we help the firm's clients while also safeguarding the integrity of the firm.
We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work.
If these values resonate with you, we would like to hear from you.
Job responsibilities
* Advise the Public Finance business on all relevant legal and regulatory matters, including relevant securities laws and the SEC's Municipal Advisor Rule, fair access and related issues.
* Serve on both the Public Finance underwriting commitments committee and engagements committee.
* Review and negotiate certain agreements related to bond underwritings, tenders, exchanges, private placements and direct purchases, such as bond purchase agreements, dealer manager agreements and private placement engagement letters.
* Provide guidance on public finance related advisory mandates and review engagement letters for such mandates.
* Supervise external counsel, handle various knowledge management and other projects to support the internal legal team and will assist bankers and internal lawyers in responding to "request for proposal" documents received from clients regarding potential services.
* Work closely with a team of internal lawyers and interact with bankers, compliance partners, the conflicts office and external counsels on a regular basis.
Required qualifications, capabilities, and skills
* Juris Doctor (JD) or educational equivalent required.
Attorney candidates must be in compliance with all relevant licensing requirements including the require...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:17
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We are seeking a highly skilled and experienced Analyst to join our dynamic Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Healthcare in the Investment Banking Division, you will be a key player in the execution of the firm's business.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* One year of prior work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative and business writing skills.
* Bachelors' degree in Finance, Economics, Business Administration, or a related field
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
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 includi...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:17
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JOB DESCRIPTION
As Senior Product Manager for Travel Assistance within the Accident and Health (A&H team here at Chubb, you will play a key role in shaping and managing our Travel Assistance Program.
This role blends strategic product leadership with hands-on operational execution and vendor partner oversight.
You'll be responsible for evolving our assistance offerings, ensuring vendors deliver on service expectations, and supporting day-to-day operations that keep the program running smoothly.
We're looking for a strategic thinker who can also roll up their sleeves - from developing product strategy and managing vendor performance to responding to escalations, supporting internal communications, and handling operational tasks that ensure seamless service delivery for policyholders.
If that's you, we'd love to talk!
In this role, you will:
* Lead the strategy, development, and execution of the travel assistance product roadmap, ensuring alignment with business goals and market trends
* Integrate assistance services into insurance products, promote program awareness, and identify opportunities for growth through market research
* Serve as subject matter expert in cross-functional and client/broker meetings; develop training and enablement materials; communicate program updates and insights to stakeholders
* Manage relationships and performance of global medical and security assistance vendors, ensuring compliance, driving improvements, and supporting contract renewals
* Oversee daily operations, act as escalation point for critical incidents, maintain accurate customer data, participate in on-call rotation, and provide program reporting and analytics
QUALIFICATIONS
* 5+
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimin...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:15
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JOB DESCRIPTION
The Operations Supervisor /Manager position oversees a team of Underwriting Associates in support of our Commercial Insurance underwriting team.
The Operations Supervisor will collaborate with NA /Field Operations leadership and CI Underwriting leadership to provide superior customer service, quality and workflow/process management.
The role will include training/ development and management of a UAA team.
The ideal candidate will have a working knowledge of Chubb Systems and Workflows/Processes.
Position Responsibilities:
People/Performance Management
* Oversee UAA team to meet/exceed NA Operations performance metrics
* Develop UAA Talent through oversight of training and development planning/execution/monitoring
* Collaborate with CI UW counterparts to assure mutual priorities are achieved
* Actively engage with direct reports to provide coaching on performance to develop UAA skills/competencies.
Address performance issues promptly through the performance improvement process.
* Deliver regular, results driven feedback tied to performance goals/metrics.
* Maintain an open and collaborative engagement with staff that encourages diversity of thought
* Assure adoption of standardized UAA Role/Responsibilities and adherence to corporate workflows.
* Assure timely completion of performance reviews, goal setting and compensation administration
* Create and execute plans to retain high potential employees
Process Management
* Assure team adherence and compliance with established processes/workflows and roles.
* Assure team adherence to underwriting/regulatory/Compliance guidelines, and quality goals.
* Review and communicate all process/workflow changes/enhancements and assure UAA adoption.
* Review workflows and escalate any process improvement suggestions to Regional Ops Manager.
* Monitor and oversee workload capacity of each team member and allocate resources appropriately to meet business needs.
* Assure UAA adoption of Corporate automation strategies
Service Management
* Oversee process to assure all service delivery goals are met
* Act as point of contact for CI business partners regarding operational process, service and people management
* Demonstrated familiarity /use of key metric tools to monitor and manage our service deliverables
* Assure active engagement with all business partners to assure service and quality results are maintained, and Workflow and Process and resources are effectively deployed.
Financial Management
* Utilize CI Ops/UW Reporting systems/tools to oversee business (Vision, CMR, Tracker, Clean Close)
* Oversee reporting on premium bookings for assigned departments
* Ensure timely transfer of eligible business to underwriting center to maximize branch resources
* Partner with CSSC to resolve collection/billing issues
* Oversee timely resolution of WC Bureau Crits to eliminate fine...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:13
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JOB DESCRIPTION
The Chubb North American Marine Claims team services several business units within Chubb, with books of business involving large Ocean Marine, Inland Marine programs written on various Chubb or manuscript policies.
The claim profiles range from first and third party claims including Motor Truck Legal Liability, Warehouseman's Legal Liability, Contractors' Equipment, Personal Property in Transit, Marina Property, Air Freight Liability, and others.
This position will directly manage the claims occurring on Marine books of business, within the Property Claims discipline.
Responsibilities:
* Analyze first reports to determine nature of loss, coverage provided, and scope of damage.
* Promptly contact insured and and claimants.
* Promptly and properly develop the file to provide accurate and timely investigation and loss analysis.
* Maintain an active diary and monitor diary to achieve timely development of file and timely disposition of the claim.
* Recognize and pursue recovery where possible.
* Adhere to all statutory regulations and unfair claim practices act.
* Establish accurate and timely reserves.
* Effectively communicate with all internal and external customers.
* Participate in the maintenance and renewal of accounts.
* Deliver agreed upon claim service to clients and brokers in a timely and professional manner.
* Foster relationships with clients, brokers and insurance carriers.
* Participate in regular file review discussions to update participants on large claims.
* Determine claims and reporting preferences, options and infrastructure to provide the most efficient delivery of service.
* Monitor and maintain data integrity, especially with claims coding.
* Work closely with management on the delivery of claim service to meet client expectations.
* Effectively communicate with all internal and external customers.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy...
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Type: Permanent Location: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:12
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JOB DESCRIPTION
KEY OBJECTIVE:
This person will focus on data analysis of Chubb's Cyber insurance products to support quarterly and annual deliverables for cyber product boards and risk committees.
The role focuses on the use of Cyber catastrophe modeling to generate risk and exposure updates and provide useful insights to key decision makers, requiring extensive data analysis and model validation.
The candidate will also be involved in other enterprise risk responsibilities, such as the preparation of Own Risk and Solvency Assessment (ORSA) reports.
These responsibilities require a general understanding of the insurance industry, an understanding of statistical model fundamentals, and critical thinking skills to evaluate risk and modeling approaches.
Success requires a combination of technical skills, sound analysis, and the ability to identify and communicate business implications of results.
Projects often require tight completion timelines and close attention to detail.
Work products are a combination of scheduled tasks with new project requests, requiring prioritization and communication.
Multiple projects may be ongoing at any given time, so the ability to shift focus quickly from one project to another is necessary.
MAJOR DUTIES & RESPONSIBILITIES:
* Assist in the production of ERM's quarterly cyber risk accumulation analyses, reports, and presentations to various product boards and risk committees
* Run & analyze models, perform sensitivity testing, and validate results for business purposes
* Use Cyber Catastrophe models to produce probable maximum loss (PML) estimates
* Assist in creation of new models and event scenarios when needed
* Perform reinsurance treaty analyses to support the global reinsurance strategy
* Analyze, validate, and improve data quality throughout the data lifecycle
* Assist in preparation of Own Risk and Solvency Assessment (ORSA) for both internal management and regulatory filings at the Chubb legal entity level; update stress scenarios to reflect risk profile/external environment and suggest enhancements to the ORSA report as appropriate
* Increase automation of exposure analysis process, e.g.
increase efficiency of data accumulation process, workflows, and use of querying tools
* Collaboration with offshore analytics team to support risk accumulation analyses
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pert...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:11
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JOB DESCRIPTION
We are seeking a Senior Claim Examiner to join our Westchester Property Claims Unit.
Westchester, a division of Chubb, is one of the largest and most diverse excess and surplus lines commercial property and casualty insurance underwriters in the United States.
Focused on the wholesale distribution channel, Westchester provides innovative specialty products for property, specialty casualty, environmental, professional risk, inland marine, product recall, small business, binding and programs.
This "individual contributor" desk adjuster position will service first-party commercial property claims throughout the United States, for our Digital, Programs and Middle Market business units by utilizing Independent Adjusters to determine cause of loss, coverage provided under the policy, and scope and repair value of damage.
Adjustments will be done by promptly contacting clients; promptly and properly developing the claims file to provide accurate and timely investigation and loss analysis; maintaining an active diary; monitoring a diary claims system to achieve timely development of file and timely disposition of the claim; recognizing and pursuing recovery where possible; adhering to all statutory regulations and unfair claim practices act; establishing accurate and timely reserves; and effectively communicating with all internal and external customers.
Key functions of the role include proper evaluation of coverage and valuation of claim settlements, appropriate use of experts, ensuring the adequacy of reserves, providing high level of customer service, while delivering quality claim results.
QUALIFICATIONS
Education:
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or hara...
....Read more...
Type: Permanent Location: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:09
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You are customer focused, passionate about working with and supporting foreign-owned, e arly -s tage multinational companies, enjoy building relationships and bringing in new clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations (MNC), Middle Market Banking team, you will focus on business development and play a pivotal role in expanding our presence within foreign-owned, e arly -s tage companies.
A history of business development experience and a strong network in the early stage ecosystem is key for this role.
The MNC Early-Stage team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role, you will be a creative and strategic thinker to build community and brand awareness in the localmarket including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the local Bankers in your market.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Drive top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
* Serve as mentor and coach to the banking team and lead the region's prospecting activities.
This may include cross-selling of existing clients when appropriate.
* Lead the new business origination strategy for the local market in close coordination with local business banking teams
* Identify early stage multinational companies with annual revenues up to $20 M and connect with their key executives (CFO, VP of Finance, etc.)
* Utilize data-driven insights to prioritize prospects and tailor customized outreach strategies
* Leverage COI relationships to enhance outreach efforts and drive new client acquisition
* Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce our prospects to our broad product capabilities
Required Qualifications, Capabilities and Skills
* 5+ years of business development, commercial banking, or other relevant sales experience
* Proven track record of sourcing and navigating treasury sales opportunities, ideally in commercial banking
* Ability to build community and brand awareness in a dynamic market
* History of planning and executing an events and content strategy
* Utilize seasoned judgment to offer comprehensive and customized solutions that best meet potential client needs
* Monitor and research market/industry trends and business outcomes to present relevant and insightful solutions to potential clients
Preferred Qualifications, Capabilities and Skills
* Ability to leverage your network, market knowledge to deliver a top-notch client and partner experience
* A deep understanding of JPMorgan Commercial Banking products and services
* ...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:05
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Frisco, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-17 09:33:04
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Assume a vital position as a key member of a high-performing team that delivers infrastructure and performance excellence.
Your role will be instrumental in shaping the future at one of the world's largest and most influential companies.
As a Lead Infrastructure Engineer at JPMorgan Chase within Infrastructure Platforms you apply deep knowledge of software, applications, and technical processes within the infrastructure engineering discipline.
Continue to evolve your technical and cross-functional knowledge outside of your aligned domain of expertise.
Job responsibilities
* Applies technical expertise and problem-solving methodologies to projects of moderate scope.
* Drives a work stream or project consisting of one or more infrastructure engineering technologies.
* Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes.
* Executes creative solutions for the design, development, and technical troubleshooting for problems of moderate complexity.
* Strongly considers upstream/downstream data and systems or technical implications and advises on mitigation actions.
* Adds to team culture of diversity, opportunity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification on Mainframe Storage concepts and 5+ years applied experience.
* Initialize / add new DASD volumes and Add new tape volumes.
Perform the space management activities such as VTOC resizing, Defrag, Compress / Reclaim / Release / Cleaning of datasets.
* Manage and Define SMS rules and ACS routines along with reorganization of storage dataset (HSM CDS & Catalog file).
* Knowledge of various Mainframe storage products like Catalog Recovery Plus, Vantage, STOPX37, DSS, JCLs, VSAM, HSM, CA1, CSM, DS8K, VTS and GDPS replication.
Adopt the given technology to meet the drift of customer and business requirements.
* Problem determination and resolution within expected time frame.
Root Cause Analysis preparation and meeting Service level agreement for submission.
* Participating in 24x7 on call and off-hours technology events.
Preferred qualifications, capabilities, and skills
* Disaster recovery planning and performing the recovery test (Tape recovery / DASD Replication / Tape Replication) and Managing the Copy services / GDPS.
* Develop, document and maintain procedures for system utilities such as backup/restore, performance tuning and configuration of environments as well as incremental backups as required.
* Skilled in programming in REXX or other languages strongly desired.
* Effective communication and team skills with an ability to cooperate, present to and participate with peers/team members.
* Developing automation, tooling, reports, and utilities to assist in mainframe access administration.
JPMorganChase, one of the oldest financial institutions, off...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:53
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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.
You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion.
This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs.
You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate.
You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job Responsibilities
* Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
* Partners with Specialists including Private Client 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 Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
* High school degree, GED, or foreign equivalent
* Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
* Strong team orientation with a commitment of long-term career with the firm
* Excellent written and verbal communication skills
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred Qualifications, Capabilities, and Skill...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:52
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Montclair, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:48
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The Firmwide Finance Business Architecture (FFBA) team is responsible for the Global Finance organization Data Acquisition & Consumption (including Credit Risk & Treasury), Financial & Management Reporting, and General Ledger (GL) Target Platform Strategies.
The team has established a consolidated framework that creates opportunities for broad-scale communication, streamlined governance, and increased oversight.
A key objective of the Business Architecture Team is to manage the delivery of large scale infrastructure programs and business process change management events to ensure accurate, complete and consistent data is readily available for both internal financial reporting and external regulatory reporting purposes, consumed by both LOB stakeholders and corporate groups.
One of the top priorities across Global Finance, Credit Risk and Liquidity is to evolve the organization to a more integrated data and reporting strategy - one that is globally consistent and usable for business, finance, risk and regulatory requirements.
As a Finance Product Owner Associate 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 Business Architecture Core Capabilities Team is responsible for the delivery of applications and tools that enable data management, controls, data modelling and aggregation, analytics, and reporting.
The Product Owner's primary responsibility will be working on the build out and modernization of applications and services utilized for both internal and external reporting that align to critical firm-wide initiatives.
The product owner will partner with users and technology delivering within an agile framework responsible for managing the prioritized backlog to ensure the team is always maximizing delivery value against the firm's goals.
Job Responsibilities:
* Design and build user-facing data analytics tools
* Utilize Agile delivery methodologies, including JIRA and Confluence, to effectively manage and execute projects.
* Develop and deliver clear and tailored communication to various audiences, fostering strong relationships and collaboration.
* Apply knowledge in Data Modelling, Reporting Automation, and Dashboarding, while leveraging data wrangling tools like Alteryx to enhance data processes.
* Organize and prioritize multiple work streams, ensuring attention to detail and adherence to tight deadlines.
* Lead and influence cross-functional teams, employing strong analytical, problem-solving, and leadership skills to drive collaboration and achieve organizational goals.
Required qualifications, capabilities, and skills:
* 5+ years of experience in user-facing product ownership, ideally within financial services and/or regulatory reporting, with a strong foundation in both technical and business domains....
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:47
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch 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: Plymouth, US-MN
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:44
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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
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, b...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch 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: Saint Charles, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Malden, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:39
-
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: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Bloomfield Hills, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:33
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Lakewood, US-CO
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:29
-
Join our team as an Events Management Associate to help create events for our employees
As an Events Management Associate within our Amenity Services team, you will work with a team of client center planners, fostering collaboration, and resolving challenges.
Your responsibilities will include ensuring procedural compliance and collaborating with teams for smooth event execution.
You will work on organizing meeting space, working on event center tasks, and promoting continuous improvement through operations meetings.
You will also do conference calls, handle reception duties, and enhance facilities and client experiences through various projects.
Job Responsibilities
* Resolve daily challenges and foster a collaborative, problem-solving environment.
* Monitor compliance with standard operating procedures and update them regularly.
* Collaborate with catering, technology, and operations teams of seamless event delivery.
* Optimize meeting space management for maximum utilization and efficiency.
* Participate in operations meetings to stay informed and drive continuous improvement.
* Conduct pre and post conference calls and document details in the EMS.
* Perform reception duties to ensure smooth communication and client satisfaction.
* Work on projects to enhance facilities and client experience, and conduct performance reviews.
Required qualifications, capabilities and skills
* 3+ years' experience in Hospitality Industry (5-star hotels, Event Planning and Food & Beverage) with high touch customer service, demonstrating a strong foundation in customer service and organizational skills
* Proven experience in managing and developing a team (local and remote), including conducting performance reviews and identifying training needs
* Understand the meeting planning process and management of the customer experience
* Excellent interpersonal and communication skills, with the ability to engage with clients and colleagues professionally and warmly
* Ability to effectively manage guest experiences and expectations using a high level of tact and diplomacy
* Strong knowledge of audio-visual systems, food and beverage/catering services.
* Proficiency in Microsoft Office tools are essential,
* Willingness to work flexible shifts to cover conference center hours and locations
* Bachelor's degree required
Preferred qualifications, capabilities and skills
* knowledge of the EMS booking system is a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:22
-
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: Fort Thomas, US-KY
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:21
-
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: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-17 09:32:19
