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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
The Real Estate Banking (REB) Treasury Sales team serves the Commercial Banking Commercial Real Estate client segment targeting public and private real estate investment trusts, real estate operating companies, family offices and CRE asset managers.
In this role you will maintain and develop trusted relationships with the REB executive leadership team.
As a treasury analyst you will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Additionally, you will help Treasury Management Officers (TMOs) develop and execute a localized-to-market and product strategy, while leading and managing key client pursuits and relationships.
Job Responsibilities
* Strong business development achieved through proactive calling of prospects and existing clients
* Act as an integral part of creating the marketing strategy, and assist with the implementation of the marketing plan
* Assist the assigned Treasury Management Office (TMO) with managing the non-credit risk of customer portfolios
* Work with the TMO on client proposals, including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Understand clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
Qualifications
* Bachelor's Degree required
* 2 to 5 years of experience in Financial Services or Corporate Treasury role
* Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
* Demonstrated ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
* Strong drive/ambition to develop into an individual contributor salesperson
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutio...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:34
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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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:33
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We have an obsession 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 f...
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Type: Permanent Location: North Olmsted, US-OH
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:33
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Treasury and Chief Investment Office (TCIO) at JPMorgan Chase & Co.
is responsible for firmwide asset and liability management (ALM) for one of the world's largest global financial institutions, with more than $3.9T in assets and liabilities.
As part of its ALM mandate, TCIO is responsible for managing Firm's interest rate risk exposure, liquidity and capital positions.
TCIO accomplishes this by managing ~$600B global investment securities portfolio, ~$600B debt / capital and ~$600B cash and equivalents.
TCIO also influences the activities of the Firm's Lines of Business (LOBs) through an internal transfer pricing and capital allocation mechanisms.
Portfolio and Balance Sheet Strategy (PBSS) team within the TCIO Research group focuses on developing quantitative frameworks for risk positioning and resource allocation decisions.
This includes Firm's balance sheet optimization, investment portfolio strategy and banking industry surveillance.
Analysis by PBSSs periodically feeds discussions at the Firm's Asset and Liability management committee (ALCO), Treasurer committee and other senior management forums.
TCIO Research Executive Director will lead the engineering efforts of the team by develop analytics and conducting research to contribute towards formulation of the Firm's strategy in various aspects of bank balance sheet management.
Job responsibilities
* Lead the systematic enhancement of a balance sheet optimizer application used to support senior management in formulating Firm's balance sheet strategy
* Architect and develop a comprehensive software solution that integrates advanced data engineering practices to streamline and enhance data processing, ensuring convenience to users, scalability, maintainability, and high performance
* Serve as the primary technical authority, driving decisions on software architecture and data models
* Building effective partnerships within TCIO and across LOB corporate treasury teams to further improve upstream analytics processes which feed the Optimizer model and explore opportunities to leverage the Optimizer to support our business partners' balance sheet strategy efforts
* Undertake quantitative research efforts on multiple investment portfolio strategy topics, such as optimal asset allocation strategy and portfolio diversification
* Summarize complex research takeaways in presentable form and communicate to senior management
Required qualifications, capabilities and skills
* Strong python programming skills (e.g., analytic libraries [pandas, numpy, matplotlib, etc.] and concurrency / parallel programming [multiprocessing, dask, etc.])
* Extensive experience in Fixed Income research and strategy, and/or Bank balance sheet management
* Strong communication skills (both verbal and written), ability to prepare high quality PowerPoint presentations and to communicate findings to a non-technical audience
* Demonstrated ability to build partnerships acros...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:32
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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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
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Type: Permanent Location: Englewood, US-NJ
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:32
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As a Product Director in the Digital Commercial Bank, you lead innovation through the development of products and features that delight customers.
As a leader on the team, you leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams create groundbreaking solutions that address customer needs.
Job responsibilities
* Oversees the product roadmap, vision, development, execution, risk management, and business growth targets
* Leads the entire product life cycle through planning, execution, and future development by continuously adapting, developing new products and methodologies, managing risks, and achieving business targets like cost, features, reusability, and reliability to support growth
* Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
* Owns product performance and is accountable for investing in enhancements to achieve business objectives
* Monitors market trends, conducts competitive analysis, and identifies opportunities for product differentiation
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise delivering products, projects, or technology applications
* Extensive knowledge of the product development life cycle, technical design, and data analytics
* Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Experience driving change within organizations and managing stakeholders across multiple functions
Preferred qualifications, capabilities, and skills
* Recognized thought leader within a related field
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and program...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:31
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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: Chico, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:31
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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 7 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 busines...
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Type: Permanent Location: Elkhorn, US-WI
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:30
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Your leadership will drive excellence, ensuring that our clients receive best-in-class services tailored to their insurance portfolio management needs.
You will be a liaison with the deal team, the middle office, the client, Corporate Flood Program, Compliance, Audit, Risk and Legal.
Job Summary
Responsibilities include engagement early in the deal lifecycle to help facilitate obtaining data and documentation required to ensure compliance with the Flood Disaster Protection Act (FDPA).
Communication and awareness of deal pipeline and timing will be crucial to the success of this position.
In addition, this role will partner with leadership to proactively monitor significant client portfolios for upcoming insurance renewals coordinating coverage for seamless insurance oversight and compliance with flood regulation and bank policy.
The role requires developing strong internal partnerships with the business areas supported as well as with the Corporate Flood Program, Compliance, Audit, Risk and Legal.
This role ensures that the Insurance strategy is aligned to support our Line of Business partners and Wholesale Lending Services framework and goals.
The position requires a consultative, visionary, influential, risk and results focused leader with extensive lending subject matter expertise and proven ability to work effectively in a high pressure environment.
Job Responsibilities :
* Proactively partner to manage insurance coverage portfolio for strategic clients during both originations and life of loan servicing
* Embed with CIT leadership and the deal team to ensure insurance ownership from prefunding through servicing
* Facilitate meetings (with representatives, as appropriate, from line of business, Corporate Flood Program, Central Insurance Team, Legal, Compliance, Client, Insurance Agent/Broker, Agent and Participant banks) when flood insurance issues/questions arise
* Partner to exhibit ownership in managing partnerships by working closely with cross-functional stakeholders including Risk Operations, Regulatory Operations, Compliance, Audit, Legal and Finance
* Anticipate and resolve both customer and internal business partner insurance issues with a sense of urgency
* Lead or participate in partner meetings with clients/insurance agents on insurance matters to ensure timely loan closing/funding
Required Qualifications, Skills and Capabilities :
* Strong background in banking/lending
* Understands the importance of the client experience and can provide timely information to evaluate the risks and facilitate the loan closing process
* Ability to manage multiple priorities in a fast-paced, high pressure environment
* Ability to communicate effectively, both in writing and orally, to multiple levels of management, business partners, agent banks, clients and insurance agents
* Ability to lead, challenge and adapt in a changing business landscape
* Ability to focus on the key issues ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:29
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Job summary
JPMorgan Chase is investing in innovative ways to attract customers, deepen engagement and drive increased satisfaction through delightful interactions with digital products and experiences.
Our team is at the heart of driving this transformation, focused on developing innovative offerings that put the customer at the center.
As a Design Program Manager on our Design and Customer Experience team supporting Connected Commerce, you will be responsible for planning and managing the day-to-day workflow, processes and reporting that support our User Experience design project work across Design and Customer Experience (DCE).
Job responsibilities
* Manage product BOW, including intake, assessment, resourcing, execution, tracking and managing capacity.
* Partner closely with Design Lead, Product Owners, Tech Leads, Data Partners & Agility Leads on execution and delivery, as well as reporting
* Key driver and champion of ongoing firm-wide and design team process improvements
* Introduce and institute design-led ways of working with product, tech and data teams.
* Track and manage small/medium/large design and research projects: ensure milestones are being met and project status is documented and updated regularly; produce reports as appropriate/requested; serve as overall traffic manager.
* Consult with design teams to develop a clear plan including size, scope, sequence and next steps for design activities.
* Ensure all deliverables (oftentimes complex/interdisciplinary/interlinked) are clearly specified, scoped and agreed between client and internal team(s)
Required qualifications, capabilities, and skills
* 3+ years of design project/ program management experience; strong project management skills
* Understanding of Agile technology delivery & pthe roduct development lifecycle
* Ability to quickly learn and effectively utilize new software/tools such as Monday.com, Jira, Confluence
* Strong problem solving and critical thinking skills
* Strong organizational skills and demonstrated effectiveness developing plans, prioritizing activities and program execution
* Demonstrated written and verbal communication skills, including the ability to effectively present complex information clearly
* Flexibility/adaptability (ability to change direction based upon team and stakeholder consensus)
Preferred qualifications, capabilities, and skills
* Experience working with UX design; experience at both a design studio and a large corporate environment.
* Understanding of Product development lifecycle at scale
* Experience or familiarity with Atlassian / JIRA software tools
* Experience thriving in a fast-paced, collaborative, cross-disciplinary and geographically dispersed environment.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial pr...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:29
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If y ou 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) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition 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 focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire , retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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 businesse s
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* 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
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* 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
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
...
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Type: Permanent Location: West Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:28
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Job Summary
This role will be focused upon the key tenants of Wholesale Lending Services, Collateral, Documentation and Insurance Group, as it relates to National Collateral Management Group (NCMG) End-to-End Workflow, Collateral Completeness and Digital Experience.
This role ensures that the National Collateral Management Group strategy is aligned to support our Line of Business partners, internal and external clients and Wholesale Lending Services framework and team goals and objectives.
The role requires developing strong internal partnerships with Line of Business supported as well as other internal support teams such as Compliance, Audit, Risk and Legal, Product/Relationship Managers, NCMG team members and external clients (e.g., Treasurer's, CFO's, Finance Directors, etc.).
This position requires a responsible for managing a portfolio of clients, administrative tasks, manage securities, letters of credit, and other types of pledging instruments, completing transactions timely in a business-critical environment and improving pledging efficiency.
Job Responsibilities
* Maintain the Corporate Collateral Management (CCM) System client database and adjust security positions accordingly to meet client needs.
* Manages collateral risk by adhering to regulations, policies, and procedures.
* Developing subject matter expertise on collateral types (US Governments, Agencies, Municipals, Mortgage-Backed securities and other instruments (Letters of Credit)).
* Reviews security agreements, investment policies, and other documents for compliance to regulations, risk controls and departmental guidelines.
* Lead or participate in state, regional and/or national collateral management initiatives relative to education, process improvement, development, enhancement projects, mergers, acquisitions, and conversions.
* Contributes to team success by exceeding standards for productivity, quality, timeliness, and client service.
* Partners with external clients, lines of business and others to support efforts to improve collateral efficiency and timely execution of security trades.
* Researches and resolves client issues and communicates resolution to line of business and NCMG management.
* Manage client on-boarding, reporting and security requests and returns as necessary to meet departmental and service level requirements.
* Provides back-up to support other team members performing collateral duties, reporting and other tasks.
* Complete projects, administrative functions, and other tasks as necessary.
Required qualifications, capabilities, and skills
* Recognized for knowledge / emerging expert in a specific area or business product.
* Knowledge of banking, fixed income securities, and Letters of Credit.
* Excellent oral, written communication, and negotiation skills.
* Often makes independent and timely decisions / judgements.
* Experience in a high-volume environment and exce...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:28
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Licensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* A valid and active Series 7 and Series 63
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
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 financia...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:27
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Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in Corporate Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows.
Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job responsibilities
* Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm
* Improve operational stability and availability through participation in problem management
* Monitor production environments for anomalies and address issues utilizing standard observability tools
* Assist in the escalation and communication of issues and solutions to the business and technology stakeholders
* Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
* Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud
* Exposure to observability and monitoring tools and techniques
* Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework
* Ability to initiate and implement ideas to solve business problems
* Ability to work in an on-call schedule including weekend (rotational) coverage
Preferred qualifications, capabilities, and skills
* Knowledge of one or more general purpose programming languages or automation scripting
* Knowledge of site reliability (SRE) principles and familiarity with how to implement site reliability within an application or platform
* Familiarity in container orchestration such as ECS, Kubernetes, and Docker
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recogn...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:26
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's households a...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:26
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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
...
....Read more...
Type: Permanent Location: South Pasadena, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:25
-
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: Brandon, US-FL
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:25
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The Role
The Treasury Services Support Associate is an integral member of the Treasury Services organization who is responsible for contributing to new sales targets and to the achievement of portfolio growth objectives.
The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, compiling information for relationship reviews, guaranteeing proper internal controls and policies are followed, and supporting ad-hoc requests in coordination with the Treasury Services Sales Associate, TMOs and other internal partners.
This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many Cash Management functions (including Treasury Services Sales, Implementations, Risk and Controls, and/or Client Service).
Primary responsibilities include:
* Assist with client call preparation by creating relationship review materials, account schematics, pulling account analysis statements
* Initiate implementation requests for new business with new clients
+ Own process for simple implementations (e.g, host-to-host)
+ Join weekly implementation calls for complex/ongoing implementations
* Coordinate with client service and implementation; provide day to day oversight of implementations and client change requests
* Submit billing information; including billing adjustments
* Support ad-hoc requests (e.g., billing inquiries, list inquiries, mailing lists)
* Provide change readiness support for internally-focused CMR alerts and facilitate follow-ups as necessary
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Assist with the creation of pitch material on ad-hoc basis
* Apply required control procedures
Qualifications:
* Bachelor's Degree Required
* Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
* Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
* Strong drive/ambition to develop into an individual contributor salesperson
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
JPMorgan Chase & Co., 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 histo...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:24
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You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is conti...
....Read more...
Type: Permanent Location: Ellicott City, US-MD
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:24
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Organization Description
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing.
Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Employer Description
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Job Description
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Senior Software Engineer at JPMorgan Chase within the Infrastructure Platforms organization, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, developm...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:23
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We have an obsession 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 Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
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
* Processes and assist customers with transactions
* 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 ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:23
-
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is conti...
....Read more...
Type: Permanent Location: Greenville, US-DE
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:22
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Elevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.
As a Principal Technical Program Manager in Corporate and Investment Bank Test Implementation and Integration team, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders.
Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change.
With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals.
Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management.
In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.
Job responsibilities
* Develop and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration
* Oversee complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and addressing roadblocks
* Foster strong relationships with stakeholders, clients, and cross-functional teams, providing direction and defining decision-making procedures for beneficial outcomes
* Guide the selection and implementation of appropriate technologies, platforms and software tools leveraging advanced technical fluency
* Champion continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations
* Demonstrated proficiency in technical solutions, vendor product knowledge, managing vendor relations, and implementing solutions
* Advanced analytical reasoning skills, applying critical thinking and problem-solving techniques to break down business, technical, and operational objectives
* Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments
* Advanced expertise in stakeholder management, establishing productive relationships, and driving beneficial outcomes aligned with firm objectives
Preferred qualifications, capabilities, and skills
* Experience in payment processing
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of t...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:22
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Join the team in enhancing employee and client experience nationwide at one of the world's most innovative banks.
If you are customer focused, enjoy building integral relationships and providing an enhanced experience to your clients, a role as a Field Execution Lead is for you.
As a Field Execution Lead (FEL) in Business Banking (BB), you will report to the Community Strategy Support Director and are aligned as field support to Area Managers.
As an extension of the Division, you will play a key role in supporting the Senior Business Consultant event process/execution, and ensure successful implementation and execution of national strategies.
BB FELs partner closely with business managers, the program team, and internal controls partners, to support field leadership and help remediate emerging controls issues.
BB FELs play an integral part in enhancing employee and client experience through the gathering of best practices, and acting as a voice of the field.
Job Responsibilities
* Collaborate with business managers, the program team, and internal controls partners to support field leadership and help remediate emerging controls issues.
* Support field leadership by ensuring understanding and reinforcement of key messages.
* Field questions that accompany new initiatives and address emerging issues that impact the field.
* Function as primary control/support for Senior Business Consultant event control process.
* Assist with planning and execution of key community events.
* Meet with Senior Business Consultants 2-3 days per week in the field/remotely, depending on geography, collecting best practices and escalating them nationally.
* Engage on workstreams within projects and assist with the development and execution of strategies.
Required qualifications, capabilities, and skills
* Strong analytical capabilities and attention to detail; capable of synthesizing and summarizing complex data or findings to forward decision-making.
* Strong business acumen.
* Ability to take a project from initial roll-out through to execution.
* Understand the importance of operating in a well-controlled environment.
* Thrive in a collaborative work environment, and is comfortable with being remotely managed.
* Strong organizational and time management skills.
* Effective interpersonal, relationship building, and influencing skills.
* Ability to effectively communicate, (oral and written), and partner with key stakeholders.
* Work in a fast-paced, behavior s driven environment.
Preferred qualifications, capabilities, and skills
* Bachelor's degree in Finance, related field, or equivalent work experience
* Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
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.
...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:21
-
We have an obsession 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 Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
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
* Processes and assist customers with transactions
* 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 ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-28 08:09:20
