JPMorgan Private Client Relationship Manager - Portland, OR
Jpmorganchase job in Portland, OR
Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to 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.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
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
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Portland, OR and will report in the office.
In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is 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: *********************************************************************
Auto-ApplyJ.P. Morgan Advisors - Senior Client Associate - Portland, OR
Jpmorgan Chase & Co job in Portland, OR
JobID: 210677899 JobSchedule: Full time JobShift: : Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and deliver appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Highly proficient user of Word, PowerPoint, and Excel
Auto-ApplySenior Salesforce Product Designer - eCRMs
Salem, OR 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.
Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.
The core of our company is not just the products we offer, but the personal connections our customers have with our brand. You can create digital experiences - from payments to rewards to servicing - that keep us connected to our customers and serve them at every touchpoint. From digital servicing and lifestyle features to secure, frictionless payment options, you can make a meaningful difference in our customers' lives and help set us apart in the industry.
The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company's Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise. We are looking for a Senior Product Designer to develop the overall redesign of our CRM systems. Extensive knowledge of Salesforce design language will be critical to the success of this role.
Reporting to the Director, eCRMs Digital Product Management, the Senior Product Designer will be responsible for creating an AI-powered, user-centric experience that will be used by American Express Sales colleagues. This role will be pivotal in realizing our POA vision for CRM transformation by crafting compelling user interfaces and ensuring that key stakeholders are brought along throughout the multi-year initiative. The ideal candidate is a Salesforce Certified User Experience (UX) Designer and will enable consistent out-of-the box utilization of the Salesforce platform.
**Responsibilities:**
+ Partner with eCRMs Product and Engineering teams to define project requirements and create prototype interfaces for activities across the holistic Sales journey; effectively present design decisions and design strategy to partners and cross functional leadership.
+ Analyze user research, business insights, and other relevant data to determine user needs and requirements using human-centered design.
+ Create and maintain UI/UX resources such as content templates, samples, and guidelines to streamline the design process for designers and developers.
+ Proactively identify the right artifacts to create based on project needs and timeline
**Qualifications:**
+ Bachelor's Degree required with Masters degree in Computer Science, Engineering, Information Technology preferred.
+ Minimum of 5-7 years professional experience in Product Design or UX.
+ Salesforce Certified User Experience (UX) Designer.
+ Highly skilled in Salesforce design language and platform landscape.
+ Expert knowledge of Figma.
+ Excellent verbal and written communication skills. The ability to interact effectively with diverse audience across Business and Technical teams, and more senior audiences are a must.
+ Knowledge of how-to problem-solve and design using core UX concepts.
+ History of high performance and adaptability to adjust to shifting priorities and manage through ambiguity.
**Qualifications**
Salary Range: $123,000.00 to $215,250.00 annually bonus 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 United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Product
**Primary Location:** United States
**Other Locations:** US-New York-New York, US-Florida-Sunrise, US-Georgia-Atlanta
**Schedule** Full-time
**Req ID:** 25021806
Senior Home Lending Advisor - Portland, OR
Jpmorganchase job in Portland, OR
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: **********************************************************************
Auto-ApplyAsset Management - Campbell Investment Specialist - Executive Director
Jpmorgan Chase & Co job in Portland, OR
JobID: 210687422 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 Campbell Global is looking for an Executive Director level Investment Specialist to play a lead role in asset raising, business retention, and client service across our Alternative Investments line of business. This position is key in executing the overall strategy of the timberland alternative asset class through the build-out of platform offerings, launching of new products, internal education of the asset class and its distinctive attributes including climate solutions.
Job Summary
As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams.
Job Responsibilities
* Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team
* Develop & maintain relationships between the investment desks and distribution teams
* Understand and articulate investment strategies and performance to internal and external stakeholders and clients
* Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams
* Actively support new product development and positioning; monitor trends in the market and propose solutions in response
* Work with marketing/communications teams to promote products and produce best-in-class client communications
* Fundraising and ongoing client relationship management as well assist with launching new products
* Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients.
* Lead and work collaboratively with internal teams to provide excellent and timely responses to all RFI/RFP requests, prospective investment follow-up queries and from time-to-time client inquiries.
* Partner with internal teams and external support to create persuasive sales documents such as proposals and presentations.
* Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.
Required Qualifications, Capabilities and Skills
* 9+ years of experience in Investment Specialist or Product Specialist role
* Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results
* Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
* Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews
* Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan
Preferred Qualifications, Capabilities and Skills
* Series 24 license
* Expertise in alternatives strongly preferred
Auto-ApplyAsset Management - Campbell Global - Log Production Accountant
Jpmorgan Chase & Co job in Portland, OR
JobID: 210686169 JobSchedule: Full time JobShift: : Campbell Global, a subsidiary of J.P. Morgan, is a renowned global investment manager specializing in forestland. Based in Portland, Oregon, we have nearly 40 years of experience in managing 5.5 million acres worldwide for various institutional investors. As part of the Alternatives platform within Asset Management, we offer a unique opportunity in the field of forestland management and value creation.
As a Log Production Accountant within Campbell Global, you will be tasked with documenting harvesting activities on client tree farms utilizing specialized software. Collaborating closely with field co-workers, you will ensure the accuracy and timeliness of the information collected. Your role will also involve providing high-quality data to a diverse user base, and maintaining the high standards of Campbell Global in a dynamic environment.
Job Responsibilities
* Enthusiastically strive to continually increase knowledge of the timber industry, Campbell Global's operating environments, and the role log accounting plays within CG'S internal operations.
* Work closely with field personnel to ensure thorough understanding of assigned tree farms' operations. Team members will endeavor to keep on top of operations, and will ask for assistance when needed.
* Keep personal workspace, electronic binders and files organized, enabling other team members to fill in, help, or quickly answer user questions regarding their tree farms.
* Record transactions accurately, timely, and in accordance with CG processes and procedures, and use work time efficiently and effectively, prioritizing tasks to ensure excellent customer service and for the benefit of the log accounting team.
* Understand that their work will be internally and externally audited. Appropriate care, documentation, and storage procedures shall be used to ensure clean audits.
* Respond to internal and external information requests in conjunction with management and team members.
* Recognizing your actions affect the success of others, log accountants will treat team members, CG employees, contractors, and customers with courtesy and respect, recognizing our personal differences and common goals.
Required qualifications, capabilities and skills
* College degree or equivalent experience
* Thrives in hardworking, repetitive, team environment.
* Problem solving abilities, attention to detail, and enjoys helping others.
* Good time management skills and ability to meet deadlines.
* Demonstrated interpersonal skills, strong oral and written communication abilities are essential.
* Solid and effective skills in software applications with strong understanding of basic accounting processes.
Preferred qualifications, capabilities and skills
* Experience with LIMS, or other log accounting software.
Auto-ApplyWealth Management Banking Specialist
Portland, OR 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 proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered.
Responsibilities:
* Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards.
* Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations.
* Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations.
* Provide proactive guidance and resources to help advisor meet goals - driving growth, solving client needs and identifying new opportunities.
* Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results.
* Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt.
* Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs
* Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs.
* Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up.
Required skills:
* Demonstrates proven results exceeding goals in a client-centric, results-driven environment.
* Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities
* Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service.
* Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals,
* Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction.
* Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
* Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
* Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career.
* Applies strong critical thinking and problem-solving skills to meet clients' needs
* Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
* Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
* Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired skills:
* Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives.
* Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
* Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
* Deposit Solutions Product Knowledge
* Customer and Client Focus
* Influence
* Relationship Building and Networking
* Executive Presence
* Sales Performance Management
* Analytical skills
* Presentation skills
* Influencing skills
* Problem solving
* Active listening and Communication skills
* Relationship Building
* Industry knowledge
* Time management
* Resilience
* Collaboration
* Business development focus
* Ability to overcome objections.
Minimum Education Requirement: Bachelor's degree preferred; High School Diploma / GED / Secondary School or equivalent.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Manager - Risk Management
Salem, OR 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.
**How will you make an impact in this role?**
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR). The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise.
**Responsibilities:**
+ Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle - evaluation, proposal, and launch
+ Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts
+ Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors - e.g., approval rate, spend, revolve, write-off
+ Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance
+ Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manage portfolio credit metrics.
**Minimum Qualifications:**
+ Learning agility and rigor for using analysis to solve complex business problems
+ Deep understanding of card economics
+ Comfort and proven ability to drive results under tight timelines, often with limited information
+ Effective and succinct communication, adjusting style for channel and audience
+ Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies
+ Strong project management skills with ability to manage multiple competing priorities
+ Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required
**Preferred Qualifications:**
+ Expertise in credit risk management, consumer credit, and card/installment lending economics
+ Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior
+ Familiar and pays attention to external/industry development in the payments industry
+ Adaptability in a quickly changing environment
+ Advance degree in an analytical field is a plus
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus 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 United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Risk
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25019902
J.P. Morgan Advisors - Business Specialist - Vice President
Jpmorganchase job in Portland, OR
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately.
Job Responsibilities:
Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management
Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients
Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies
Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions
Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base
Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services
Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.
Required qualifications, capabilities, and skills:
7 years' experience in Financial Services industry
Strong understanding of the needs and sensitivities of clients
Ability to work in a team-based environment
Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
Experienced in working on a team with at least two additional Sales Associate
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Bachelor's degree required
Auto-ApplyPart Time Associate Banker Portland West (30 hours)
Jpmorgan Chase & Co job in Beaverton, OR
JobID: 210628771 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
Auto-ApplyManager - Business Growth Enablement
Salem, OR 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. American Express is unique in the payments industry as an issuer of cards as well as a worldwide network that processes millions of merchant transactions daily. 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. Global Commercial Services (GCS) is a core operating group of American Express and has delivered robust growth over the past decade. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
The **Global Corporate Payments B2B Expansion / Deal Advisory Manager** will be responsible for expansion sales across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Overall responsibilities:**
+ Growing and entrenching business by expanding or cross selling the American Express B2B payment suite to existing GCG/LM clients.
+ Responsibilities will also include working closely with Global and Large (G&L) CLM teams to identify top B2B opportunities, enhance customer relationships to drive program growth, profitability and client satisfaction.
+ Role will be required to partner with key SMEs within American Express to ensure robust payment programs are achieved and implemented.
+ Ongoing program oversight to ensure sustainable supplier management will be a critical component of long term responsibility.
+ Strong relationship and program management skills will also be required to facilitate SME involvement in designing and implementing robust programs.
+ The candidate must have the ability to build relationships with key decision makers within existing payments programs to demonstrate the value drivers of American Express payment tools.
+ The candidate will work closely with our GMNS (MA, COE, CLM) partners to drive enablement success.
+ The candidate will be responsible for leading key discussions focused on integrating B2B tools with organization's ERP systems as well as conducting full P2P work stream discussions.
+ The candidate should have a good understanding of our clients technical environments, including ERP systems, procurement systems and P2P solutions
**Qualifications:**
+ Strong track record of identifying and closing complex B2B deals with proven results
+ Effective communication skills taking a consultative approach to service, sell, entrench and drive success
+ Strong interpersonal skills to partner with American Express SMES to consult with the client about best practices and other B2B solutions
+ Ability to build relationships and effectively communicate with Procurement, Finance and Treasury professionals
+ Strong interpersonal skills to identify and share best practices
+ Experienced at leading and executing on sales strategies, presentations and subsequent negotiations
+ Strong financial and analytical skills
+ Experienced in sourcing and qualifying leads and managing a pipeline of multiple accounts, researching and understanding customer needs, and planning strategically to close the sale through solutions selling
+ Proven as tenacious, focused and results-oriented
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus 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:** 25022862
Software Engineer III -Java, Cloud
Jpmorgan Chase & Co job in Portland, OR
JobID: 210689749 JobSchedule: Full time JobShift: : We have an exciting and rewarding opportunity for you to take your software engineering career to the next level. As a Software Engineer III at JPMorganChase within the Asset and Wealth Management team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Participate in design and develop scalable and resilient systems in a timely manner using Java to contribute to continual, iterative improvements for product teams
* Design, write, comment and unit test code to confirm software modules are of the highest quality
* Develop and maintain high-quality, responsive user interfaces using React.
* Collaborate with designers, back-end developers, business users and product managers to translate requirements into functional and visually appealing interfaces.
* Build Microservices that will run on the bank's internal cloud and the public cloud platform (AWS)
* Collaborate with teams in multiple regions and time zones
* Participate in scrum team stand-ups, code reviews and other ceremonies, contribute to task completion and blocker resolution within your team
* Handle critical and time sensitive concurrent tasks with supervision and properly escalate situations as appropriate
* Write test cases, leverage unit and integration testing, develop functionality and automation
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Expertise in CSS and HTML, proficiency with JavaScript and TypeScript.
* Experience with state management libraries such as Redux or Context API.
* Familiarity with RESTful APIs and asynchronous request handling.
* Hands-on practical experience in system design, application development, testing, and operational stability
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages.
* Demonstrable ability to code in one or more languages
* Knowledge of JavaScript frameworks like Angular/React
* Experience across the whole Software Development Life Cycle
* Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security
* Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
Auto-Apply2026 Forestry Finance Internship - Emerging Talent Summer Experience Program
Jpmorganchase job in Portland, OR
Experience being a part of our forest analytics team at Campbell Global, a J.P. Morgan company. You will sit within the Resource & Valuation Solutions (RVS) team, working with and gaining exposure to many departments across the business. Bring your enthusiasm and entrepreneurial spirit and get ready to dive into timberland investment analytics!
As a 2025 Emerging Talent Summer Experience Intern on Campbell Global's RVS team, you will be offered variety, growth, and a great introduction to a range of projects and tasks. As a part of your experience, you will develop a core analytical project tailored to your specific skills, interests and experience. You will also get exposure to multiple departments across the company through informational interviews, job shadowing or other project-specific interactions. The program is designed to provide a fixed-term on the job experience. You will be expected to be available to work full time, starting from early June 2024 and for a period of up to 10 weeks, depending on availability.
Job responsibilities:
Work with relevant stakeholders to develop a work plan for your specific project, understand objectives, define desired results and work product deliverables.
Check in periodically with the internship manager to provide progress updates, understand priority changes if required, and ensure completion of core project.
Actively participate in the Resource and Valuation Solutions team meetings and discussions.
Engage in team activities such as team-building, bonding days, etc.
Engage with other departments to develop a well-rounded understanding of the entire business.
Required qualifications, capabilities, and skills:
Bachelor of Science in Forest Management, Bachelor in Business Administration, or acceptable related field.
Currently pursuing Masters or PhD in Forest Management, Forest Business or related field.
At least one degree must be in Forestry or Natural Resources.
Strong interest in quantitative analysis and ability to address complex issues through analytics.
Strong interpersonal communication and team skills are required.
Ability to effectively communicate complex concepts and results orally, graphically and in writing.
Availability to work 3 days/week in office.
Preferred qualifications, capabilities, and skills:
Basic understanding of forest operations, silviculture, and growth & yield in core timberland investment regions.
Knowledge and strong interest in forest finance or economics.
Proficiency using SQL, R, Microsoft Office suite, and ESRI products.
Demonstrated understanding of GIS and remote sensing applications.
Basic understanding of the timberland investment management business.
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.
Auto-ApplyTreasury Management Officer - Commercial Term Lending
Jpmorganchase job in Portland, OR
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
10+ years of cash management, sales and relationship management experience
Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
Excellent verbal and written communication skills
Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
Strong time management, organizational and planning skills
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
Bachelor's degree
Certified Treasury Professional designation
Strong creative solution and problem-solving abilities
Auto-ApplyBusiness Relationship Manager II-Assistant Vice President
Jpmorganchase job in Portland, OR
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 II (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'll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million
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 3 years' 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
Auto-ApplySenior Home Lending Advisor- Salem, OR
Jpmorgan Chase & Co job in Salem, OR
JobID: 210687768 JobSchedule: Full time JobShift: Day Base Pay/Salary: Salem, OR $15.05-$15.05; Keizer, OR $15.05-$15.05 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
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.
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: **********************************************************************
Auto-ApplyWealth Management Banking Specialist
Portland, OR job
Portland, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***********************************************************************************************************
**:**
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 proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered.
**Responsibilities:**
+ Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards.
+ Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations.
+ Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations.
+ Provide proactive guidance and resources to help advisor meet goals - driving growth, solving client needs and identifying new opportunities.
+ Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results.
+ Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt.
+ Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs
+ Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs.
+ Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up.
**Required skills:**
+ Demonstrates proven results exceeding goals in a client-centric, results-driven environment.
+ Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities
+ Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service.
+ Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals,
+ Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction.
+ Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
+ Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career.
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
+ Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
+ Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking
**Desired skills:**
+ Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives.
+ Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
+ Prior experience providing excellent service to high-end clients and excelling in that environment
**Skills:**
+ Deposit Solutions Product Knowledge
+ Customer and Client Focus
+ Influence
+ Relationship Building and Networking
+ Executive Presence
+ Sales Performance Management
+ Analytical skills
+ Presentation skills
+ Influencing skills
+ Problem solving
+ Active listening and Communication skills
+ Relationship Building
+ Industry knowledge
+ Time management
+ Resilience
+ Collaboration
+ Business development focus
+ Ability to overcome objections.
**Minimum Education Requirement:** Bachelor's degree preferred; High School Diploma / GED / Secondary School or equivalent.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Part Time (30 Hours) Associate Banker, NW 11th and Lovejoy Branch, Portland, OR
Jpmorgan Chase job in Portland, OR
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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
Software Engineer III -Java, Cloud
Jpmorganchase job in Portland, OR
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorganChase within the Asset and Wealth Management team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
Participate in design and develop scalable and resilient systems in a timely manner using Java to contribute to continual, iterative improvements for product teams
Design, write, comment and unit test code to confirm software modules are of the highest quality
Develop and maintain high-quality, responsive user interfaces using React.
Collaborate with designers, back-end developers, business users and product managers to translate requirements into functional and visually appealing interfaces.
Build Microservices that will run on the bank's internal cloud and the public cloud platform (AWS)
Collaborate with teams in multiple regions and time zones
Participate in scrum team stand-ups, code reviews and other ceremonies, contribute to task completion and blocker resolution within your team
Handle critical and time sensitive concurrent tasks with supervision and properly escalate situations as appropriate
Write test cases, leverage unit and integration testing, develop functionality and automation
Required qualifications, capabilities, and skills
Formal training or certification on software engineering concepts and 3+ years applied experience
Expertise in CSS and HTML, proficiency with JavaScript and TypeScript.
Experience with state management libraries such as Redux or Context API.
Familiarity with RESTful APIs and asynchronous request handling.
Hands-on practical experience in system design, application development, testing, and operational stability
Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages.
Demonstrable ability to code in one or more languages
Knowledge of JavaScript frameworks like Angular/React
Experience across the whole Software Development Life Cycle
Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security
Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning)
Preferred qualifications, capabilities, and skills
Familiarity with modern front-end technologies
Exposure to cloud technologies
Auto-ApplyPart Time Associate Banker Portland East (30 hours)
Jpmorgan Chase job in Gresham, OR
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
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