JPMorgan Chase & Co. jobs in Indianapolis, IN - 206 jobs
Branch Operations Lead - Indianapolis/Carmel Areas - Indy Northwest
Jpmorganchase 4.8
Jpmorganchase job in Indianapolis, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
You have 1+ years of retail banking experience.
You have a high school degree, GED, or foreign equivalent.
You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
You have 6+ months of Associate Banker (Teller) experience.
You have a college degree or military equivalent.
Training and Travel Requirement
You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
You'll need to be able to travel as required for in-person training and meetings.
$78k-101k yearly est. Auto-Apply 36d ago
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U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorgan Chase 4.8
Jpmorgan Chase job in Indianapolis, IN
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
**Job Responsibilities**
+ Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
+ Generate business results and acquire new assets, both from existing client base and new client acquisition
+ Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
+ Partner with internal specialists to provide interdisciplinary expertise to clients when needed
+ Connect your clients across all lines of business of J.P. Morgan Chase & Co.
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required Qualifications, Capabilities, and Skills**
+ Six plus years of work experience in Private Banking or Financial Services
+ Bachelor's Degree required
+ Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
+ Proven sales success and strong business acumen
+ Strong community presence with an established network
+ Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Focuses on the client experience and works tirelessly on the client's behalf
**Preferred Qualifications, Capabilities, and Skills**
+ MBA, JD, CFA, or CFP preferred
+ Proactive, takes initiative, and uses critical thinking to solve problems
+ Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
+ Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
+ Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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
$161k-254k yearly est. 60d+ ago
Intern
Morgan Stanley 4.6
Indianapolis, IN job
Responsibilities:
Gain industry and organizational knowledge through daily business interactions and job assignments.
Develop business, financial and analytical skills needed for career in global wealth management and financial services.
Provide marketing and sales support to branches and their teams.
Perform market research.
Gain exposure to wealth management business, products, services and clients' financial needs.
Requirements:
High school diploma required. In pursuit of college degree preferable.
At least 18 years of age.
Internships are intended to be positions that are for limited duration, with a maximum duration ten months.
Strong desire to gain further understanding of the global wealth management business.
Effective communication and interpersonal skills (both written and verbal)
Ability to work on a team.
Strong analytical skills and ability to interpret.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$27k-35k yearly est. Auto-Apply 10d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Indianapolis, IN
JobID: 210693574 JobSchedule: Full time JobShift: : Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$60k-82k yearly est. Auto-Apply 2d ago
Director - Enterprise Sales Team (Virtual - IL/WI/MN)
American Express 4.8
Indianapolis, IN job
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
Senior Home Lending Advisor - Indianapolis IN
Jpmorganchase 4.8
Jpmorganchase job in Indianapolis, IN
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-37k yearly est. Auto-Apply 12d ago
2026 Asset & Wealth Management U.S Private Bank Summer Associate Program
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Indianapolis, IN
JobID: 210642259 JobSchedule: Full time JobShift: Base Pay/Salary: Westlake Village,CA $150,000.00-$160,000.00; Greenvale,NY $150,000.00-$160,000.00; New York,NY $150,000.00-$160,000.00; Seattle,WA $150,000.00-$160,000.00; Rochester,NY $150,000.00-$160,000.00; Baltimore,MD $150,000.00-$160,000.00; Boston,MA $150,000.00-$160,000.00; Denver,CO $150,000.00-$160,000.00; San Francisco,CA $150,000.00-$160,000.00; Palo Alto,CA $150,000.00-$160,000.00; San Diego,CA $150,000.00-$160,000.00; Summit,NJ $150,000.00-$160,000.00; Washington,DC $150,000.00-$160,000.00; Chicago,IL $150,000.00-$160,000.00; Minneapolis,MN $150,000.00-$160,000.00; Pasadena,CA $150,000.00-$160,000.00; Los Angeles,CA $150,000.00-$160,000.00; Irvine,CA $150,000.00-$160,000.00; Las Vegas,NV $150,000.00-$160,000.00; Manhattan Beach,CA $150,000.00-$160,000.00; Greenwich,CT $150,000.00-$160,000.00; Cleveland,OH $150,000.00-$150,000.00
2026 Asset & Wealth Management U.S. Private Bank - Summer Associate Program
Embark on a transformative journey with J.P. Morgan's U.S. Private Bank Summer Associate Program. This opportunity offers unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a team that values innovation and excellence.
As a Summer Associate in the U.S. Private Bank, you will learn about our business while building your own expertise. In this nine-week internship program, you will focus on client engagement and new business generation. The program begins with a five-day orientation that introduces you to the firm and our Private Bank business. It also includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of wealth management, including planning, investing, borrowing, and banking. As an ambassador for J.P. Morgan, you would start to build the key skills of client acquisition and retention through a broad set of solutions. Our dedicated program management group will provide guidance and feedback throughout the program to foster your growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities.
We're looking for highly motivated individuals who are energetic and entrepreneurial with a desire to build a business. You should be a self-starter who thrives and excels in a competitive industry. You'll also have good judgment, discretion working with confidential information and integrity.
Job responsibilities
* Work with our team of advisors and specialists to bring in new clients and to serve existing ones
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
* Learn the fundamentals of the wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra-high net worth client relationships.
* Work in teams to foster client relationships and present strategic solutions that help our clients achieve their financial goals.
Required qualifications, capabilities and skills
* First-year M.B.A. candidates with 3+ years' work experience
* Attend college/university in the U.S.
* Expected graduation date of December 2026 through June 2027
* Excellent communication and presentation skills, strong quantitative skills, a passion for investing, exceptional organizational skills, and the ability to multitask
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused, and pro-active
* Good judgment and discretion when working with confidential information
Locations:
Atlanta, GA
Austin, TX
Baltimore, MD
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Las Vegas, NV
Long Island, NY
Los Angeles, CA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Nashville, TN
New Orleans, LA
New York, NY
Oklahoma City, OK
Palm Beach, FL
Pasadena, CA
Philadelphia, PA
Rochester, NY
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
South Bay, CA
St. Louis, MO
Summit, NJ
Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible.
What we do in the Private Bank
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking, and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve, and manage their wealth over time. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our Private Banking teams
We're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2024s "Best Private Bank in the World" and "Best Private Bank in North America" by Global Finance magazine.
Build long-term client relationships
For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies, and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.
See the Asset & Wealth Management CEO Letter here.
JobID: 210680006 JobSchedule: Full time JobShift: Base Pay/Salary: Denver,CO $25.00-$25.00; Boston,MA $26.45-$26.45; Los Angeles,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in the Commercial & Investment Banking - Commercial & Specialized Industries (C&SI) Track, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Charlotte, NC
Dallas, TX
Boston, MA
Los Angeles, CA
Denver, CO
Indianapolis, IN
Fellows will have an opportunity to select up to three location preferences in their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Commercial & Specialized Industries (C&SI)
In the Commercial & Specialized Industries track, you will spend a portion of the Program learning how we provide credit, cash management, capital markets, and corporate finance advisory solutions to mid-sized corporations, municipalities, and nonprofits. The Commercial & Specialized Industries group supports clients in various industries ranging from $20MM to $2B in revenue, as well as municipalities, and not-for-profit entities. Read more about Commercial Banking here.
Recommended Coursework:
* Financial Accounting or other course providing foundational knowledge of financial statements, accounting principles, and how businesses track and report financial performance.
* Cover topics such as capital budgeting, financial analysis, risk management, and funding strategies, all essential for understanding business lending and credit in a Corporate Finance course.
* Statistics or Data Analysis equips students with quantitative skills to analyze financial data, assess credit risk, and make informed decisions based on numerical information.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication
$19k-38k yearly est. Auto-Apply 57d ago
MWM Market Executive
Bank of America 4.7
Indianapolis, IN 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 market to ensure the delivery of an exceptional client experience and focusing on achieving sustainable, responsible growth through operational excellence and risk management. Key responsibilities include building a culture of excellence by recruiting, developing, and retaining top talent in an environment that is inclusive and supportive of all employees. Job expectations include establishing enterprise-wide relationships and protecting the bank's brand internally and externally.
Responsibilities:
Develops and executes a market growth plan to increase profitability and drive sustainable responsible growth
Recruits, coaches, and retains high-performing talent and leads a culture of diversity, inclusion, and respect
Holds Advisors accountable for providing an exceptional client experience
Fosters and leverages relationships to ensure coordinated delivery of the enterprise's full capabilities and offerings to clients by collaborating across all channels and product groups in the client's best interest
Establishes a risk culture and ensures all team members are protecting the interests of the firm, while enhancing the client experience
Manages the market Profit and Loss with a focus on revenue growth and return for shareholders
Represents the firm in the community to increase brand visibility and enhance new and existing business opportunities
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.
Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company O & I goals.
Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.
Desired Skills:
10+ years of Financial services experience.
4+ years of leading a team of advisors.
Series 3 and 31.
Series 7, Series 63 and 65 or 66, and Series 9 and Series 10 required.
Skills:
Business Acumen
Coaching
Decision Making
Drives Engagement
Executive Presence
Conflict Management
Customer and Client Focus
Inclusive Leadership
Relationship Building
Risk Management
Emotional Intelligence
Leadership Development
Performance Management
Process Effectiveness
Recruiting
Shift:
1st shift (United States of America)
Hours Per Week:
40
$79k-114k yearly est. Auto-Apply 60d+ ago
Asset Management, Leveraged Credit Research Analyst - Global Fixed Income, Currency, and Commodities Team
Jpmorganchase 4.8
Jpmorganchase job in Indianapolis, IN
About Us: Join the Global Fixed Income, Currency, and Commodities team (GFICC) at J.P. Morgan Asset Management, one of the world's leading fixed income managers. Our team has a demonstrated long-term track record of strong performance with over $70bb of assets under management. We integrate portfolio management, credit research and trading to deliver innovative solutions for corporate, government, not-for-profit, and individual clients worldwide.
Position Overview: We are seeking a highly motivated Leveraged Credit Research Analyst to join our Global Leveraged Credit team inIndianapolis. This role is ideal for candidates with 0-5 years of experience who are eager to work closely with senior professionals in evaluating high yield bonds, leveraged loans and private credit. You will be part of a collaborative and supportive team, gaining exposure to credit research as well as portfolio management and trading while contributing to the investment process.
Job Responsibilities:
Work directly with senior sector analysts to generate and present investment recommendations grounded in proprietary fundamental credit research
Conduct due diligence by engaging with management teams, industry participants and competitors as well as sell-side analysts
Develop and maintain financial models for covered companies
Monitor market themes and sector trends, and undertake ongoing surveillance of held investments
Assess business fundamentals, model financial results, and evaluate new investment opportunities
Present and debate investment ideas
Respond to client requests
What to Expect:
Work directly with senior investment professionals and gain an understanding of corporate bond, leveraged loan and private credit markets
Leverage insights of industry/sector experts across JP Morgan Asset Management
Develop innovative ideas to drive returns for our clients
Network with industry leaders and access best-in-class training
Required Qualifications, Capabilities and Skills:
Bachelor's degree in a related field
Excellent communication, presentation, and interpersonal skills
Strong quantitative, analytical, and organizational skills
Proficient in Microsoft Excel and financial analysis
Genuine interest in financial markets and investing
Authorization to work permanently in the U.S
Preferred Qualifications, Capabilities and Skills:
Background in financial accounting, financial analysis or mathematics
CFA Charter-holder or CFA candidate preferred
$59k-82k yearly est. Auto-Apply 60d+ ago
Asset Backed Finance Product Controller
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Indianapolis, IN
JobID: 210692842 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $76,000.00-$100,000.00 This is a fast-paced opportunity in the Product Controller space within Commercial and Investment Banking!
As an Associate in the Asset Backed Finance Product Controller team, you will be responsible for supporting both the product controllers and the line of business. Your role will ensure the accuracy, integrity, and timeliness of the firm's books and records, with a particular focus on the general ledger, operating systems, and infrastructure controls throughout the business lifecycle. Your duties will include preparing data for regulatory reporting, reconciling and certifying the balance sheet, substantiating the balance sheet, controlling inter-entity transactions, manually accounting and booking to the General Ledger (GL), and coordinating the month-end close process.
Job responsibilities:
* Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firm-wide General Ledger Reconciliation & Substantiation standards
* Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business
* Serve as an analytical and project support resource for product control
* Handle various ad-hoc requests on a daily basis
Required qualifications, capabilities and skills
* 3+ years of related experience
* Bachelor's degree in Accounting, Finance, Business or related area
* Advanced analytical skills and attention to detail including a control focus
* Able to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies
* Excellent communication skills and ability to develop strong working relationships
Preferred qualifications, capabilities and skills
* A solid understanding of financial products including loans, securities and derivatives would be advantageous
$76k-100k yearly Auto-Apply 15d ago
2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Indianapolis, IN
JobID: 210690291 JobSchedule: Full time JobShift: : If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer.
Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.
Job Responsibilities:
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required Qualifications, Capabilities, and Skills:
* Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's.
* Expected graduation date between December 2027 and June 2028.
* Currently attending a college/university in the U.S.
* Highly driven, inquisitive, and proactive, with a strong desire to learn.
* Enjoys working in teams to develop complex solutions.
* Exceptional interpersonal, communication, analytical, and problem-solving skills.
* Excellent organizational skills with the ability to multitask in a fast-paced environment.
* Demonstrates good judgment and discretion with confidential information.
* Genuine interest in financial markets and macro-level economic trends.
* Aspires to work with external clients in a relationship-building and sales capacity.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Work Authorization:
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Our Locations
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, MI
Boston, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Dallas, TX
Denver, CO
East Bay, CA
Fort Lauderdale, FL
Fort Worth, TX
Grand Rapids, MI
Greenwich, CT
Houston, TX
Indianapolis, IN
Irvine, CA
Jacksonville, FL
Las Vegas, NV
Long Island, NY
Los Angeles, CA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Naples, FL
Nashville, TN
New Orleans, LA
New York, NY
Oklahoma City, OK
Orlando, FL
Palm Beach, FL
Palo Alto, CA
Pasadena, CA
Philadelphia, PA
Pittsburgh, PA
Rochester, NY
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
South Bay, CA
St. Louis, MO
Summit, NJ
Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$52k-81k yearly est. Auto-Apply 2d ago
Business Operations Director - Transformation & Strategic Initiatives
Jpmorgan Chase & Co 4.8
Jpmorgan Chase & Co job in Indianapolis, IN
JobID: 210663937 JobSchedule: Full time JobShift: : Join a premier global financial institution and help shape the future of operations. As a key member of our leadership team, you will drive impactful change and deliver innovative solutions. Collaborate with senior leaders and cross-functional partners to set a bold vision for operational excellence. Inspire high-performing teams and foster a culture of continuous improvement. Make a lasting impact on our customers, employees, and business outcomes.
As a Business Operations Director - Transformation & Strategic Initiatives at JPMorgan Chase within the Consumer & Community Banking Operations team, you will define and execute a multi-year transformation roadmap. You will leverage industry best practices and emerging technologies to deliver end-to-end improvements in customer and employee experiences. This role requires strong collaboration with senior leadership, business partners, and external advisors. You will ensure alignment with strategic objectives and deliver measurable wins along the way. The position is based in Columbus, OH; Wilmington, DE; Indianapolis, IN; Heathrow, FL; or Tampa, FL.
You will serve as a thought leader in operations, bringing expertise in large-scale change initiatives and consulting or advisory roles. The role involves championing a culture of innovation, agility, and continuous improvement. You will oversee operational risk identification and mitigation, ensuring compliance with regulatory requirements. The successful candidate will inspire and mentor teams, fostering collaboration and high performance. This is an opportunity to drive transformation at scale and influence the strategic direction of our operations function.
Job Responsibilities
* Define and communicate a compelling vision for the future of operations, aligned with organizational goals and industry trends.
* Lead the design and delivery of large-scale transformation programs to enhance efficiency, customer experience, and risk management.
* Build and maintain strong relationships with senior leadership, business partners, and external advisors to ensure alignment and successful execution.
* Champion a culture of innovation, agility, and continuous improvement using structured change management methodologies.
* Oversee the identification and mitigation of operational risks, ensuring robust controls and regulatory compliance.
* Inspire, mentor, and develop high-performing teams, fostering an open and collaborative culture.
* Develop and present robust business cases for strategic initiatives.
* Manage multiple priorities and deliver results under tight deadlines.
* Leverage data, technology, and process reengineering to drive operational improvements.
* Monitor progress and measure outcomes to ensure sustained results.
* Serve as a trusted advisor to stakeholders at all levels.
Required Qualifications, Capabilities, and Skills
* Several years experience as an Executive Director or similar external position
* Minimum of 10 years of experience in operations and/or technology, ideally in consumer banking.
* Bachelor's degree in Business Administration, Operations Management, or a related field.
* Proven track record of leading complex, cross-functional initiatives in a highly regulated environment.
* Experience in consulting or advisory roles, with demonstrated ability to influence at the executive level.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Demonstrated ability to manage multiple priorities and deliver results under tight deadlines.
* Experience with structured change management methodologies (e.g., Prosci ADKAR).
* Ability to develop and present robust business cases.
* Strong stakeholder engagement skills and team leadership and talent development.
Preferred Qualifications, Capabilities, and Skills
* Strong understanding of consumer banking operations and technology.
* MBA or advanced degree preferred.
* Experience with data-driven transformation initiatives.
* Familiarity with industry best practices in operational excellence.
* Ability to foster a culture of innovation and continuous improvement.
* Experience working with external advisors and consultants.
$103k-131k yearly est. Auto-Apply 60d+ ago
Branch Operations Lead - Indianapolis/Carmel Areas - Indy Northwest
Jpmorgan Chase 4.8
Jpmorgan Chase job in Indianapolis, IN
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts. Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there. You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them. Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures. Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
**Job responsibilities**
+ Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
+ Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
+ Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
+ Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
+ Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
+ Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
+ Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
**Required qualifications, capabilities, and skills**
+ You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
+ You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
+ You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
+ You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
+ You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
+ You have 1+ years of retail banking experience.
+ You have a high school degree, GED, or foreign equivalent.
+ You have the ability to work branch hours including weekends and evenings.
**Preferred qualifications, capabilities, and skills**
+ You have 6+ months of Associate Banker (Teller) experience.
+ You have a college degree or military equivalent.
**Training and Travel Requirement**
+ You'll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
+ You'll need to be able to travel as required for in-person training and meetings.
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
$78k-101k yearly est. 34d ago
Commercial Relationship Specialist
Regions Bank 4.1
Hope, IN job
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending.
Primary Responsibilities
Assists Relationship Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager informed when appropriate
Acts as point of contact for Commercial Banking clients for all servicing requests related to client relationship
Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc
Compiles reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
Facilitates and manage credit application workflow as it applies to the appropriate credit channel including collecting financial information from client, submitting facility application and managing loan workflow to closing
Manages post-closing requirements including tickler requirements and exception citing's
Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
Acts as liaison between Credit Products and the Commercial Team with both underwriting and paralending processes and procedures. Manage due diligence requirements from field
Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
Opens new deposit products for clients
Works closely with Treasury Management team to successfully onboard new Treasury Management clients as well as provide guidance to Treasury Management clients to the appropriate resource for servicing.
Maintains client records for both loan and deposit accounts for clients
Maintains OneView administrative data to include updating client contact information, merging client records, manage pipeline reports for renewals and create prospect/COI records
Manages data organization within RGA to ensure client records are properly grouped for accurate 360 reporting
Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements
High School Diploma or GED and two (2) years general banking experience
Or, a Bachelor's degree
Preferences
College degree
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$43,500.00 USD
Median:
$52,540.00 USD
Incentive Pay Plans:
This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
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Location DetailsOne Indiana SquareLocation:Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
$43.5k-52.5k yearly Auto-Apply 60d+ ago
Business Relationship Manager I - Officer
Jpmorgan Chase 4.8
Jpmorgan Chase job in Indianapolis, IN
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
**Job Responsibilities**
+ Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
+ Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
+ Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
+ Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
+ Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
+ Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
**Required qualifications, capabilities, and skills**
+ Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
+ General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
+ Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
+ Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
+ Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
+ Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree in Finance or related field or equivalent work experience
+ Strong current business network
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
$49k-72k yearly est. 34d ago
Senior Home Lending Advisor - Muncie IN
Jpmorganchase 4.8
Jpmorganchase job in Muncie, IN
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
$42k-80k yearly est. Auto-Apply 35d ago
Part Time (30 Hours) Associate Banker Indianapolis, IN Bilingual English and Spanish Required
Jpmorgan Chase 4.8
Jpmorgan Chase job in Indianapolis, IN
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.
+ Bilingual English and Spanish required
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
+ Bilingual English and Spanish Required.
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