Director - Enterprise Sales Team (Virtual - IL/WI/MN)
American Express 4.8
American Express job in Columbus, OH
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team.
The Director of Enterprise Sales will be responsible for acquiring new-to-franchise T&E and supplier payment business across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Key responsibilities include:**
* Drive New Sales from prospective clients with annual revenue of $1B in primary and secondary markets
* Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions.
* Lead strategic selling in alignment with compliance and internal partner business requirements.
* Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements.
* Achieve New Sales CV Targets
* Execute a transactional sales cycle
* Sell core and supplier payments American Express solutions
* Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume
**Minimum Qualifications:**
* Advanced analytical skills to bring concepts to life through data
* Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies
* Hunter mentality
* Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies
* Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets
* Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments.
* Extensive experience with complex sales planning and execution
* Strong financial acumen
* Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects
* Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services
* Exceptional thought leadership, strategic thinking skills and project management aptitude
* Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels
* Strong collaboration and leadership skills
* Ability to travel as required
* Bachelor's Degree required; MBA preferred
* Must be able to work in a virtual environment
* This role is posted as Midwest (Candidates Must Reside in Illinois, Wisconsin, or Minnesota)
**Qualifications**
Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023776
$132.8k-243.5k yearly 8d ago
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Transactions Specialist III / 2nd shift
Jpmorgan Chase 4.8
Columbus, OH job
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.
**Job responsibilities**
+ Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
+ Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
+ Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
+ Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
+ Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact
**Required qualifications, capabilities, and skills**
+ Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
+ Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
+ Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
+ Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
+ Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
+ High school diploma or GED required
**Preferred qualifications, skills, and capabilities**
+ Familiarity or developing knowledge of automation and process optimization tools or technologies.
Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST
Shift differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a 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.
Equal Opportunity Employer/Disability/Veterans
Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines. As a Product Portfolio Operations Manager in HR Employee Development & Performance (ED&P), you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line.
Job responsibilities
Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
Adapt and evolve the product-line control framework to address cross-product priorities, optimize sequencing, and manage trade-offs
Oversee business operations to ensure product lines adhere to robust control standards while accelerating time to market
Serve as a subject matter expert to Product Managers, ensuring compliance with regulatory, legal, and industry requirements
Represent the business in partnership with Control Management, providing insights into business roadmaps and addressing control and process-related inquiries
Manage the AI/ML inventory, ensuring operational processes meet evolving control standards and are updated as technology advances
Lead the automation of manual operational reporting and related processes to improve efficiency
Develop control-related training materials to educate and advise product and partner teams, leveraging Learn and Performance processes
Required qualifications, capabilities, and skills
5+ years of experience or equivalent expertise in program management, performance optimization, or related fields
Proven ability to manage and implement operational effectiveness initiatives
Proven ability to operate within the product development life cycle and agile methodologies
Demonstrated success in managing and executing operational effectiveness initiatives
Strong understanding of risk management frameworks, industry standards, and financial industry regulatory requirements
Exceptional analytical and problem-solving skills, with a keen attention to detail
Excellent time management and organizational skills, with the ability to prioritize and manage multiple assignments simultaneously
Proven ability to build strong relationships and collaborate effectively across cross-functional teams and stakeholders
Proficiency in leveraging data and analytics to inform decisions, measure outcomes, and drive continuous improvement
Ability to thrive in a fast-paced, dynamic environment and adapt to shifting priorities
Preferred qualifications, capabilities, and skills
Familiarity with relevant technologies, tools, or platforms (such as AI/ML, automation, or portfolio management software) is a plus
In-depth knowledge of operations, reporting, and business analysis best practices
Experience driving process improvement initiatives with a strong focus on risk management and control frameworks
Proficiency in leveraging automation and data analytics tools to optimize business processes while being skilled at synthesizing complex information and presenting it in a clear, concise manner
Outstanding verbal and written communication skills, with the ability to engage executive and cross-functional audiences effectively
Highly adaptable and flexible, with the ability to thrive in fast-paced and evolving environments
Commitment to ongoing professional development and staying current with industry trends and best practices
$104k-138k yearly est. Auto-Apply 7d ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
Jpmorgan Chase 4.8
Columbus, OH job
At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.
As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management.
**Job Responsibilities**
+ Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.
+ Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.
+ Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.
+ Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.
+ Identify process improvement opportunities and contribute to the development of best practices for inquiry management.
+ Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.
**Required Qualifications, Capabilities, and Skills**
+ Bachelor's Degree in Finance, Business, Economics, or a related field.
+ 3+ years of experience in financial services, client support, operations, or a related function.
+ Exceptional attention to detail and commitment to delivering high-quality work.
+ Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
+ Service-oriented mindset with a passion for helping others and resolving issues.
+ Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
+ Collaborative team player with strong interpersonal skills and discretion handling confidential information.
**Preferred Qualifications, Capabilities, and Skills**
+ Experience supporting financial advisors or working in a wealth management environment.
+ Familiarity with incentive programs, credited revenue, or net new money processes.
+ Proficiency in Excel and experience with inquiry tracking or case management systems.
**Employer Description**
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 products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support.
**Organization Description**
Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a 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.
Equal Opportunity Employer/Disability/Veterans
$37k-63k yearly est. 10d ago
Project Manager - Operations Program Support
Jpmorganchase 4.8
Columbus, OH job
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success.
Job Responsibilities:
Manage fast-paced, complex, cross-functional programs or projects with significant business impact.
Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle.
Develop and manage integrated plans, providing regular progress communications to stakeholders.
Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones.
Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model.
Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines.
Required Qualifications, Capabilities, and Skills:
Bachelor's degree in a related field from an accredited learning institution.
5+ years of related Program or Project Management experience.
Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices.
Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology.
Proven ability to manage multiple efforts, resources, and address issues in a timely manner.
Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities.
Preferred Qualifications, Capabilities, and Skills:
Project Management Professional (PMP).
Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis.
Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders.
Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams.
Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
$79k-96k yearly est. Auto-Apply 29d ago
Commercial Bank- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial Bank
The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.
Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-129k yearly Auto-Apply 35d ago
Loan Origination Specialist IV
Jpmorganchase 4.8
Columbus, OH job
Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
Job responsibilities
Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
Required qualifications, capabilities, and skills
Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
Preferred qualifications, capabilities, and skills
Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
$74k-120k yearly est. Auto-Apply 19d ago
Small Business Lending Program Manager
Jpmorganchase 4.8
Columbus, OH job
Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation. As a Product Delivery Manager in Small Business Lending, you work to enhance and optimize the way products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
Lead and oversee a team of project managers, ensuring effective coordination and execution of projects to meet organizational goals.
Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
Manage business prioritization and initiative sequencing to create comprehensive roadmaps
Required qualifications, capabilities, and skills
5+ years of experience or equivalent expertise in product delivery or a relevant domain area
Demonstrated ability to execute operational management and change readiness activities
Strong understanding of delivery and a proven track record of implementing continuous improvement processes
Experience in product or platform-wide release management, in addition to deployment processes and strategies
Experience with product management tools: JIRA, Confluence, Monday.com, Excel, MS Projects, PowerPoint
Preferred qualifications, capabilities, and skills
Proficient knowledge of the product development life cycle, design, and data analytics
$91k-110k yearly est. Auto-Apply 60d+ ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Pepper Pike, OH job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$52k-90k yearly est. 1d ago
Part Time Associate Banker Akron (30 Hours)
Jpmorganchase 4.8
Akron, OH job
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 experience.
JobID: 210686106 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $152,000.00-$245,000.00 This team is responsible for working with Product and Technology and the marketing teams to build and manage marketing enhancement Backlog. Responsible for communicating roadmap, participating in discovery sessions, and managing change. Will present progress to Senior Leaders across Consumer and Community Banking marketing, collaborate with transformation office on new opportunities and manage AI implementation programs.
As the Marketing Strategy-Program Management-Executive Director on the Marketing Services Transformation team, you should be a visionary and an accomplished Marketing Program Manager with deep expertise in technology, product backlog management, and potential AI expertise. You will lead high-impact, cross-functional programs, driving innovation and operational excellence across Marketing channels. You will possess advanced leadership and presentation skills, a proven ability to manage complex product portfolios, and a track record of delivering transformative business results.
Job Responsibilities
* Provide oversight and strategic direction for large-scale, multifaceted programs that advance organizational objectives and marketing transformation.
* Oversee the management of product backlogs, ensuring prioritization aligns with business goals and market opportunities. Champion the adoption of cutting-edge technologies, including AI and automation, to drive competitive advantage.
* Lead the end-to-end delivery of complex programs, from ideation through execution, change management, and post-launch performance analysis.
* Translate high-level business requirements into actionable strategies and detailed roadmaps, integrating cross-product evaluation, impact analysis, and risk management.
* Present program updates, strategic recommendations, and risk assessments to C-suite executives and CMOs, leveraging advanced presentation skills to influence decision-making.
* Build and maintain strong relationships with senior leaders, technology partners, and key stakeholders to ensure alignment and successful program outcomes.
* Drive the integration of AI solutions and digital transformation initiatives, fostering a culture of innovation and continuous improvement.
* Mentor senior program/project managers, product owners, and business analysts, promoting best practices in agile methodologies, technology adoption, and leadership.
* Proactively identify, assess, and mitigate risks, navigating ambiguity and leading the organization through change with resilience and strategic foresight.
Required qualifications, capabilities, and skills
* Minimum of 10 years of progressive experience in program or product management, with significant exposure to technology-driven environments and executive leadership.
* Bachelor's degree (BA/BS) in Business, Technology, Engineering, or a related field.
* Demonstrated expertise in product backlog management, agile methodologies (e.g., JIRA, Confluence), and technology transformation.
* Proven experience implementing AI solutions and automation strategies within large organizations.
* Exceptional analytical, strategic thinking, and decision-making skills, with the ability to translate complex requirements into actionable plans.
* Advanced presentation and communication skills, with a history of influencing executive stakeholders and driving consensus at the highest levels.
* Strong leadership, relationship building, and organizational skills, with a track record of mentoring senior teams and fostering a culture of innovation.
* Deep understanding of risk management, crisis resolution, and change management in dynamic, fast-paced environments.
Preferred qualifications, capabilities, and skills
* Master's degree, MBA, or equivalent advanced degree strongly preferred.
* Extensive experience leading digital transformation initiatives and managing complex, multi-product portfolios.
* Advanced knowledge of AI, machine learning, and emerging technology trends.
* Proven ability to deliver measurable business results through strategic program management and technology adoption.
* Expertise in Adobe Products and content supply chain implementation.
$152k-245k yearly Auto-Apply 41d ago
Project Manager - Operations Program Support
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210660460 JobSchedule: Full time JobShift: : Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success.
Job Responsibilities:
* Manage fast-paced, complex, cross-functional programs or projects with significant business impact.
* Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle.
* Develop and manage integrated plans, providing regular progress communications to stakeholders.
* Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones.
* Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model.
* Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in a related field from an accredited learning institution.
* 5+ years of related Program or Project Management experience.
* Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices.
* Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology.
* Proven ability to manage multiple efforts, resources, and address issues in a timely manner.
* Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities.
Preferred Qualifications, Capabilities, and Skills:
* Project Management Professional (PMP).
* Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis.
* Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders.
* Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams.
* Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
$79k-96k yearly est. Auto-Apply 29d ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
Jpmorganchase 4.8
Ohio job
At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.
As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management.
Job Responsibilities
Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.
Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.
Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.
Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.
Identify process improvement opportunities and contribute to the development of best practices for inquiry management.
Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.
Required Qualifications, Capabilities, and Skills
Bachelor's Degree in Finance, Business, Economics, or a related field.
3+ years of experience in financial services, client support, operations, or a related function.
Exceptional attention to detail and commitment to delivering high-quality work.
Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
Service-oriented mindset with a passion for helping others and resolving issues.
Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
Collaborative team player with strong interpersonal skills and discretion handling confidential information.
Preferred Qualifications, Capabilities, and Skills
Experience supporting financial advisors or working in a wealth management environment.
Familiarity with incentive programs, credited revenue, or net new money processes.
Proficiency in Excel and experience with inquiry tracking or case management systems.
Employer Description
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 products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support.
Organization Description
Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.
$37k-63k yearly est. Auto-Apply 11d ago
Senior Product Associate - Claims and Disputes Fraud Operations
Jpmorganchase 4.8
Columbus, OH job
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Claims and Disputes, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
Considers and plans for upstream and downstream implications of new product features on the overall product experience
Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
Writes the requirements, epics, and user stories to support product development
Analyzes contact volumes and customer journey/friction points across a variety of channels to drive product feature prioritization
Refines strategies and solutions to enhance self-service utilization and reduce customer contact volume
Required qualifications, capabilities, and skills
2+ years of experience or equivalent expertise in product management or a relevant domain area
Proficient knowledge of the product development life cycle activities including discovery and requirements definition, and strong use of planning and strategy tools such as Jira Align and Agile
Excellent written, visual, and verbal communication skills
Rigorous, logical thinker with ability to identify and articulate rationale, assumptions, and risks
Developing knowledge of data analytics and data literacy
Direct experience in check fraud prevention and management
Proficient in using collaboration platforms such as Confluence and SharePoint to drive project documentation and team alignment
Preferred qualifications, capabilities, and skills
Experienced in leveraging SQL and SAS for efficient data extraction and analysis, enabling actionable insights and informed business strategies
$104k-138k yearly est. Auto-Apply 14d ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Columbus, OH job
JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$54k-86k yearly est. Auto-Apply 53d ago
Loan Origination Specialist IV
Jpmorgan Chase 4.8
Columbus, OH job
Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
**Job responsibilities**
+ Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
+ Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
+ Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
+ Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
+ Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
**Required qualifications, capabilities, and skills**
+ Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
+ Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
+ Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
+ Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
+ Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
**Preferred qualifications, capabilities, and skills**
+ Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution.
+ Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
+ Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
+ Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
+ Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
+ Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
Same Posting Description for Internal and External Candidates
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
$74k-120k yearly est. 3d ago
Transactions Specialist III / 2nd shift
Jpmorgan Chase & Co 4.8
Ohio job
JobID: 210690447 JobSchedule: Full time JobShift: Evening : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues.
Job responsibilities
* Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence
* Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints
* Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures
* Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development
* Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions
* Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints
* Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management
* Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment
* Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures
* High school diploma or GED required
Preferred qualifications, skills, and capabilities
* Familiarity or developing knowledge of automation and process optimization tools or technologies.
Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST
Shift differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
$59k-84k yearly est. Auto-Apply 15d ago
Marketing Campaign Workflow, Product Director - Executive Director
Jpmorganchase 4.8
Columbus, OH job
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 Marketing Automation Platforms Workflow team, 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
Leads, hires, grows, and runs a tight-knit Product team with strong team dynamics and know-how to leverage strengths across the team while providing mentorship, guidance, and driving overall engagement for each team member's performance
Engages with cross-functional partners across the organization to lead, align, and maintain productive partnerships throughout the lifecycle
Is a lead voice in senior leadership forums to provide clear updates, drive strategic decisions and alignment, and champion the village of work being done
Drives meaningful and tangible strategic discussions as we build out a phase roadmap and sequenced approach that accounts for business and technical complexities
Partners with technology to build out needed scrum teams, build deep engagement, and then deliver high quality product
Keeps an eye out for target state as we build iteratively and juggle several moving pieces across many different organizations; proactively sense for future opportunities for the product and capabilities needed for evolution of the offers space
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
Strong tangible experience working heavily with a wide range of cross-functional partners on a daily basis and leveraging those relationships for excellent work product
Extensive knowledge and skill leading engagements with risk and controls teams
Expertise and comfort building out and owning a roadmap, backlog, and full end-to-end execution - overall comfort and adherence to Agility principles
Passionate and vocal, balanced with a willingness to learn and collaborate and work across all levels and backgrounds
Ability to influence stakeholders with diverse points of view and maintain grounded and productive discussions, including senior leadership level audience
Structured thinker, effective communicator, concise and impactful with excellent written and oral communication skills;
Demonstrated ability to manage tight delivery timelines and calmness under intense pressure;
Preferred qualifications, capabilities, and skills
Recognized thought leader within a related field
Martech experience
Experience with Camunda BPMN; Pega; Adobe Workfront; AI
Expertise with the Atlassian suite
Experience with executive communications
$109k-141k yearly est. Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Field Performance & Incentives Specialist
Jpmorgan Chase & Co 4.8
Ohio job
JobID: 210695879 JobSchedule: Full time JobShift: Day : J.P. Morgan Wealth Management - Field Performance & Incentives Specialist At J.P. Morgan Wealth Management, our Field Performance & Incentives team is committed to providing best-in-class service to our financial advisors. We resolve complex inquiries and escalations, ensuring advisors receive timely, accurate, and professional support so they are paid accurately and on-time. Our work enables advisors to focus on delivering exceptional advice and build strong relationships with their clients.
As a Specialist on the Field Performance & Incentives team, you will provide day-to-day support for advisor research requests, demonstrating meticulous attention to detail and a service-oriented mindset. You will collaborate with cross-functional partners and leverage your communication skills to resolve inquiries efficiently and accurately, contributing to the overall success of J.P. Morgan Wealth Management.
Job Responsibilities
* Respond to advisor inquiries and research requests related to incentive programs, credited revenue, and net new money matters with accuracy and professionalism.
* Investigate and resolve escalations, ensuring timely follow-up and clear communication with advisors and internal stakeholders.
* Maintain detailed records of requests, resolutions, and follow-up actions in accordance with established processes and controls.
* Collaborate with team members and cross-functional partners to address complex issues and deliver seamless support.
* Identify process improvement opportunities and contribute to the development of best practices for inquiry management.
* Support special projects and initiatives aimed at enhancing advisor experience and operational efficiency.
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree in Finance, Business, Economics, or a related field.
* 3+ years of experience in financial services, client support, operations, or a related function.
* Exceptional attention to detail and commitment to delivering high-quality work.
* Strong written and verbal communication skills; ability to explain complex information clearly and professionally.
* Service-oriented mindset with a passion for helping others and resolving issues.
* Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment.
* Collaborative team player with strong interpersonal skills and discretion handling confidential information.
Preferred Qualifications, Capabilities, and Skills
* Experience supporting financial advisors or working in a wealth management environment.
* Familiarity with incentive programs, credited revenue, or net new money processes.
* Proficiency in Excel and experience with inquiry tracking or case management systems.
Employer Description
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 products. Our mission is to build lifelong relationships and put our customers at the center of everything we do. We offer a competitive rewards package-including base salary, discretionary incentives, and a range of benefits such as comprehensive health care, retirement savings, backup childcare, tuition reimbursement, and mental health support.
Organization Description
Consumer & Community Banking serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and provide the most-used digital solutions, all while ranking first in customer satisfaction.
$37k-63k yearly est. Auto-Apply 10d ago
Part Time Associate Banker Cleveland East (30 Hours)
Jpmorganchase 4.8
Mentor-on-the-Lake, OH job
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 experience.
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American Express may also be known as or be related to American Express, American Express Company, American Express Ventures and american express trs, company inc.