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State Street jobs in Charlotte, NC - 108 jobs

  • Loan Servicing Associate - Asset Based Lending

    Jpmorgan Chase Bank, N.A 4.8company rating

    Charlotte, NC job

    Unlock your potential with us! Join a dynamic team in Commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success. As a Loan Servicing Professional in Wholesale Lending Services, you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions. You will have direct contact with borrowers, lenders, and business partners, delivering excellence in the servicing experience with high levels of satisfaction. Job Responsibilities: Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. Administer excellence in the customer experience for both internal and external customers Provide feedback to deal structuring team on operational market trends and any operational feasibility Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees Required qualifications, capabilities and skills: 5 or more years Commercial or Asset Based Lending experience 3 or more years of demonstrated Exceptional Customer Service experience Thorough understanding of Treasury Products Excellent Written/Verbal Communication skills Proven ability to collaborate with multiple stakeholders Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements Proficient in Microsoft Office applications with strong Excel skills Highly motivated self-starter Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements Preferred qualifications, capabilities, and skills Loan IQ experience. Bachelor's degree in business, in finance or accounting, with a preference for a data analytics minor for data processing roles. Proficiency in tools like Excel Power Query, Alteryx, Python, and R is a plus. Ability to analyze collateral, assess eligibility, ensure loan accuracy, process Borrowing Base Certificate's, review legal documents, and perform month-end reconciliations. Five to seven years in accounting or finance, with Asset Based Lending automation experience in finance companies. Strong analytical skills, attention to detail, proficiency in Microsoft Office (especially Excel) and monitoring systems. Excellent communication, teamwork, and multitasking abilities in a dynamic environment. Additional Information: This role requires working in the office five days a week. Relocation assistance is not available for the role. Role is not eligible for H1B or immigration sponsorship. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $74k-103k yearly est. 9d ago
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  • Industry Executive - Technology Banking - Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210703032 JobSchedule: Full time JobShift: Day Base Pay/Salary: San Francisco,CA $300,000.00-$500,000.00; Los Angeles,CA $300,000.00-$500,000.00; New York,NY $300,000.00-$500,000.00; San Diego,CA $300,000.00-$500,000.00; Chicago,IL $300,000.00-$500,000.00; Denver,CO $300,000.00-$500,000.00; Seattle,WA $300,000.00-$500,000.00 Industry Executive, Applied Technology Banking, Managing Director (Location Flexible) You are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as an Industry Executive is for you. As an Industry Executive on the Applied Technology, Innovation Economy team, you will hire and direct team members in their business development efforts to grow and retain profitable relationships within the Commercial and Specialized Industries group specializing in Applied Technology. The Applied Technology team is part of J.P. Morgan's Commercial Bank and Specialized Industries group. In this role, you will be the focal point of client acquisition, business development, and ongoing relationships with the world's most innovative companies in the Applied Technology sector-including robotics, space, quantum computing, and semiconductors. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. This role is ideal for a leader passionate about the intersection of technology and finance, with a focus on supporting founders and companies driving innovation in Applied Technology. You and your team will play a critical role in shaping the future of the Innovation Economy by delivering the full breadth of J.P. Morgan's capabilities to clients in this dynamic sector. You will manage a national team of 10+ Applied Technology Bankers. Job Responsibilities * Build a Brand: Demonstrate the ability to build a brand that represents Applied Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients." * Business Development: Develop new business by acquiring new relationships and deepening existing relationships by delivering the entire Firm, leading internal strategic discussions across all our solutions including credit and payments. * Founder Focus: Relentlessly focus on seeking out the best founders powering innovation in applied technology by leveraging a referral network built through business activities and relationship development. * Innovation & Risk Management: Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately. * Industry Engagement: Be passionate about innovation, the start-up ecosystem, and entrepreneurship, with a desire to stay up to date with industry trends in applied technology to identify opportunities for innovation or strategic partnerships. * Efficiency & Automation: Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies. Required Qualifications, Capabilities and Skills * 12 plus years of business development, commercial banking, or other relevant sales experience in the technology or applied technology ecosystem. Proven track record of sourcing and navigating complex sales opportunities, ideally in commercial banking, venture debt, venture capital, or other technology-related fields. * Strong understanding of Commercial Banking products and services. * Deep understanding and interest in high-growth applied technology sectors such as robotics, space, quantum computing, semiconductors, and hardware-software innovation. * Excellent sales management and proficiency in building and maintaining positive client relationships. * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners. * Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done. * FINRA Series 79, 63, and Securities Industry Essentials licenses required or must obtain within 180 days of hire. Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred. * Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers. * Deep Capital Markets and Investment Banking experience preferred. * Strong technology experience; digital background preferred. * Excellent organizational, influencing, and interpersonal skills. 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.
    $300k-500k yearly Auto-Apply 6d ago
  • Senior Home Lending Advisor - Charlotte NC - Bilingual (English and Spanish Required)

    Jpmorgan Chase Bank, N.A 4.8company rating

    Charlotte, NC job

    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 Bilingual fluency in English and Spanish 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: ********************************************************************** 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
    $39k-76k yearly est. 9d ago
  • Commercial Bank- Product- United States- 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $78k-129k yearly Auto-Apply 58d ago
  • Software Engineer II

    Jpmorgan Chase Bank, N.A 4.8company rating

    Charlotte, NC job

    You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you. As a Software Engineer II at JPMorganChase within the Technology Infrastructure Services, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way. As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role. Job responsibilities Executes standard software solutions, design, development, and technical troubleshooting Writes secure and high-quality code using the syntax of at least one programming language with limited guidance Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems Adds to team culture of diversity, opportunity, inclusion, and respect Required qualifications, capabilities, and skills 2+ years of experience in site reliability engineering or a related field. 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 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, mobile, etc.) Preferred qualifications, capabilities, and skills Familiarity with modern front-end technologies Exposure to cloud technologies JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $90k-111k yearly est. 5d ago
  • Business Development Manager- Not for Profit- Vice President

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210669727 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships, and providing financial advice to your clients, then a role as a Business Development Manager in one of our expanding markets is for you. As a Business Development Manager in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will be responsible for leading our business development efforts in the designated markets, which may include expansion markets. Job Responsibilities * Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, and Card, to provide our clients the best solutions for all of their financial needs * 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, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio * Protect the firm by following sound risk management protocols and adhering to regulatory requirements * Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client, who may have multiple products and services * Identify the personal financial goals and needs of business clients. Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs * Utilize referral networks and centers of influence to identify and develop potential new clients, looking for ways to cultivate long-term relationships * Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as, creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Required qualifications, capabilities, and skills * Minimum of 7 years' experience in Business Banking Relationship Management role or related business/commercial lending experience * Bachelor's degree in Finance or related field, or equivalent work experience * Strong relationship management skills; demonstrate strong tactical business development and negotiation skills * Proven experience to establish and develop relationships in emerging territories * Utilize seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions * Able to identify opportunities, issues and viable alternatives, while managing risk, when traditional solutions do not apply Preferred qualifications, capabilities, and skills * Extensive knowledge of business and credit underwriting with commercial credit training
    $100k-133k yearly est. Auto-Apply 60d+ ago
  • U.S. Private Bank - Private Banker - Executive Director

    Jpmorganchase 4.8company rating

    Charlotte, NC job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and SIE required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $129k-186k yearly est. Auto-Apply 9d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate

    Jpmorgan Chase 4.8company rating

    Charlotte, NC job

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades + Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) + Prioritize daily work, track progress for current work, and consistently meet deadlines + Maintain and foster team culture **Required qualifications, capabilities, and skills** + A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment + If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam + A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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
    $82k-115k yearly est. 7d ago
  • Private Client Banker - (New Build) Farmington Ridge Pkwy - Cabarrus, NC

    Jpmorganchase 4.8company rating

    Charlotte, NC job

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is 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: **************************************************************************
    $53k-114k yearly est. Auto-Apply 6d ago
  • Implementation Client Onboarding Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210702065 JobSchedule: Full time JobShift: Day : Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment. As an Implementation Client Onboarding Senior Associate within Commercial & Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform. You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies. Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration. You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement. Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes. Job responsibilities * Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform. * Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies. * Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients. * Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience. * Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy. Required qualifications, capabilities, and skills * Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience. * Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms. * Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting. * Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques. * Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business. Preferred qualifications, capabilities, and skills * Skilled in delivering clear presentations to effectively communicate onboarding procedures and updates to clients and stakeholders. * Proficient in managing projects to ensure timely and successful client onboarding while maintaining anti-fraud awareness. * Adept at fostering digital literacy within the team to enhance technology use in the onboarding process. * Experienced in implementing cybersecurity measures to protect client data during onboarding. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.
    $60k-88k yearly est. Auto-Apply 7d ago
  • Product and Transformation Project Manager Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210695200 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $79,800.00-$112,000.00 Join our dynamic Global team within the Client Onboarding and Service (COS) Product and Transformation division, where exciting opportunities await following the recent integration of the Commercial Bank and Corporate Investment Bank. As a Product & Transformation Project Manager, you will play a pivotal role in shaping business technology while gaining firsthand experience in a client-facing, global organization. If you are eager to collaborate with technically proficient partners, passionate about change, and bring innovative ideas, you will be part of a team that values growth, creativity, and collaboration-driving real change across the business. As Product & Transformation Senior Associate within the Client Onboarding and Service Product and Transformation division, you will play a pivotal role in driving strategic initiatives and ensuring the successful execution of transformation projects within our organization. Your primary responsibility will be to contribute to the progress of various transformation programs, ensuring alignment with organizational goals and delivering measurable benefits. Group Overview The COS Product & Transformation team offers a unique opportunity to make a significant impact on the firm. As a global middle office function with approximately 6,000 employees, we support a diverse range of clients, including multi-national corporations, financial institutions, and small to medium-sized businesses. Our team provides essential Treasury, Trade & Working Capital, Merchant, and Commercial products and services, all of which are onboarded and serviced by our global teams using the innovative Navigator desktop. Our Product and Transformation team is at the forefront of building out the Navigator desktop. With dedicated budget, product owners, and tech resources, we have the autonomy to drive meaningful change. Our strategic initiatives focus on expanding process automation capabilities using AI/ML to enhance client interactions, leveraging LLM capabilities for quicker information retrieval, and creating interoperability workflows to streamline client inquiries. These efforts aim to make client servicing better, faster, and easier, ultimately creating valuable capacity to support business growth without increasing headcount, while maintaining exceptional client experiences. As Product & Transformation Senior Associate, you'll join a diverse team of 35+ employees across the UK, Philippines, and North America. While our team isn't directly client-facing, we play a crucial role in supporting the teams that are. Understanding their needs allows us to develop smarter, more efficient processes. You'll support over 3,500 key stakeholders across APAC, EMEA, NA, and LATAM, engaging in various aspects of project management, including product development, transformation, demand management, feature prioritization, and go-to-market readiness. Your work will add value and deliver outstanding client and employee experiences, making a tangible impact on the firm's success. Job Summary You will support our internal clients throughout their journeys of change with realignments, process change, and new system development. As a core contributor of the team, you are responsible for developing and maintaining supporting materials, customer onboarding, adoption, and beyond, working closely with the Transformation team and other cross-functional groups to ensure seamless customer experiences and drive customer satisfaction. The Product & Transformation Project Senior Associate will use a diverse set of skills essential for driving change and innovation. You will work closely with service teams to understand client support processes and identify improvement opportunities. Networking and engaging with users, both in-person and via Zoom, will be crucial for empathizing and influencing change. This role organizes multiple projects, and manages a variety of tasks to ensure the organization is equipped to adopt new technology, processes, and ways of working. Organization and self-motivation are key, along with being an enthusiastic team player who builds partnerships and collaborates effectively. Active listening and communication skills, both written and verbal, will be honed to engage stakeholders and provide succinct updates. You will use tools like Pitchpro, Confluence, Monday.com, JIRA, SharePoint, Excel, and Alteryx, while experiencing LLM and AI/ML automation technology in action. Knowledge of Navigator desktop functions will be learned and also contribute to driving improvements. Exposure to working across regions will provide a strong appreciation of the requirements for thriving in a global client-facing organization, and a dynamic and transformative environment. Job responsibilities: * Log effective updates via our robust tracking mechanisms to monitor the progress of transformation initiatives. * Update project plans, timelines, and milestones to ensure timely delivery. * Identify potential risks and roadblocks, and proactively develop mitigation strategies. * Partner with Finance and business leaders to measure the benefits and expected outcomes of project initiatives. * Establish key performance indicators (KPIs) to evaluate the success of transformation improvements. * Prepare detailed reports and dashboards to communicate progress and outcomes to stakeholders. * Identify opportunities for process improvements and efficiencies. * Collaborate with cross-functional teams to gather and interpret data, providing actionable insights. * Leverage data to drive decision-making and prioritize initiatives based on potential impact. * Build strong relationships with senior leaders and key stakeholders to ensure alignment and support for transformation efforts. * Facilitate regular meetings and workshops to gather feedback and drive collaboration and act as a liaison between different departments to ensure seamless communication and coordination. Required qualifications, capabilities, and skills: * 3+ years experience in project ownership and transformation * Experience in project management, or end to end ownership of product or process, in product transformation or technology-driven environments. * Exceptional presentation skills; able to create and deliver compelling presentations to senior stakeholders. * Strong execution focus, with a track record of meeting deadlines and driving tasks to completion. * Advanced proficiency in tools such as PowerPoint, Excel, JIRA, Confluence, SharePoint, and data analytics platforms. * Excellent written and verbal communication skills. * Ability to work independently and as part of a global, cross-functional team. * Analytical mindset with a passion for process improvement and innovation. * Multitasking abilities, and strong skills in proactive prioritization. Preferred qualifications, capabilities, and skills: * Experience working in a global organization or with international teams.
    $68k-90k yearly est. Auto-Apply 35d ago
  • Senior Registered Client Associate

    Morgan Stanley 4.6company rating

    Charlotte, NC job

    Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) At least 5 years of industry experience required Demonstrated strong performance in current role for the prior 2 years, if applicable Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $54k-77k yearly est. Auto-Apply 20d ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $62k-86k yearly est. Auto-Apply 17d ago
  • Senior Home Lending Advisor - Charlotte NC Branches

    Jpmorgan Chase 4.8company rating

    Charlotte, NC job

    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: ********************************************************************* . 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
    $39k-76k yearly est. 60d+ ago
  • Software Engineer II

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210701123 JobSchedule: Full time JobShift: : You're ready to gain the skills and experience needed to grow within your role and advance your career - and we have the perfect software engineering opportunity for you. As a Software Engineer II at JPMorganChase within the Technology Infrastructure Services, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way. As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role. Job responsibilities * Executes standard software solutions, design, development, and technical troubleshooting * Writes secure and high-quality code using the syntax of at least one programming language with limited guidance * Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications * Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation * Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity * Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development * Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems * Adds to team culture of diversity, opportunity, inclusion, and respect Required qualifications, capabilities, and skills * 2+ years of experience in site reliability engineering or a related field. * 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 * 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, mobile, etc.) Preferred qualifications, capabilities, and skills * Familiarity with modern front-end technologies * Exposure to cloud technologies
    $90k-111k yearly est. Auto-Apply 6d ago
  • Industry Executive - Life Sciences Coverage, South Region - Managing Director, Commercial Bank

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210638601 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $300,000.00-$500,000.00 Industry Executive - Life Sciences Coverage, South Region - Managing Director, Commercial Bank The Life Sciences team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. As an Industry Executive - Life Sciences Coverage, South Region - Managing Director within the Commercial Bank, you will spearhead a team of Bankers focused on expanding and sustaining profitable banking relationships with Life Sciences clients. You will collaborate closely with credit underwriting, treasury sales, client service, and other functional areas to provide comprehensive products and solutions to clients. Additionally, you will manage your own portfolio while leading the banking team, with client visits accounting for roughly 25% of your schedule. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships * Deliver the entire firm across lines of business * Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies * Lead specially assigned projects for the benefit of region and national team * Hire, manage, coach, mentor and retain a high performing and diverse team * Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills * Typically a minimum of ten years account relationship management experience with a focus on business relationships * Understanding of Commercial Banking products and services with knowledge of the region * Ability to mobilize internal networks and resources * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor * Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team * Sales management and business development skills with proficiency in building and maintaining positive client relationships * Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred * Strong technology experience; digital background preferred * Flexible to changing business priorities and ability to multitask * FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable time frame
    $300k-500k yearly Auto-Apply 60d+ ago
  • 2027 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    Charlotte, NC job

    JobID: 210690291 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; Rochester,NY $100,000.00-$100,000.00; Greenwich,CT $100,000.00-$100,000.00; Greenvale,NY $100,000.00-$100,000.00; Manhattan Beach,CA $100,000.00-$100,000.00; Westlake Village,CA $100,000.00-$100,000.00; San Diego,CA $100,000.00-$100,000.00; Washington,DC $100,000.00-$100,000.00; Las Vegas,NV $100,000.00-$100,000.00; Summit,NJ $100,000.00-$100,000.00; Seattle,WA $100,000.00-$100,000.00; Walnut Creek,CA $100,000.00-$100,000.00; Chicago,IL $100,000.00-$100,000.00; Baltimore,MD $100,000.00-$100,000.00; Pasadena,CA $100,000.00-$100,000.00; Denver,CO $100,000.00-$100,000.00; Boston,MA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; Palo Alto,CA $100,000.00-$100,000.00; Irvine,CA $100,000.00-$100,000.00; Minneapolis,MN $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00; Cleveland,OH $100,000.00-$100,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job Responsibilities: * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (Excluding MBA); Master's must be within 2 years of Bachelor's. * Expected graduation date between December 2027 and June 2028. * Currently attending a college/university in the U.S. * Highly driven, inquisitive, and proactive, with a strong desire to learn. * Enjoys working in teams to develop complex solutions. * Exceptional interpersonal, communication, analytical, and problem-solving skills. * Excellent organizational skills with the ability to multitask in a fast-paced environment. * Demonstrates good judgment and discretion with confidential information. * Genuine interest in financial markets and macro-level economic trends. * Aspires to work with external clients in a relationship-building and sales capacity. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA South Bay, CA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 14d ago
  • U.S. Private Bank - Wealth Advisor - Executive Director

    Jpmorganchase 4.8company rating

    Charlotte, NC job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. Job Responsibilities Serve as an advisor to clients on personal planning matters Identify opportunities for the Bank to serve in a current or future fiduciary capacity Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning Assist Bankers and other team members in their new business efforts Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers Required Qualifications, Capabilities, and Skills Five plus years of complex estate and wealth planning experience Professional designations required: JD Recognized expertise in managing the estate planning needs of high-net-worth individuals Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement Preferred Qualifications, Capabilities, and Skills CPA designation Ability to partner with clients' other advisors (principally their attorneys and accountants) Demonstrated understanding of other wealth management disciplines, including investing and credit Ability to work in a team-based environment
    $129k-186k yearly est. Auto-Apply 60d+ ago
  • Private Client Banker - (New Build) Indian Trail - Indian Trail, NC

    Jpmorgan Chase & Co 4.8company rating

    Indian Trail, NC job

    JobID: 210700996 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is 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: **************************************************************************
    $54k-115k yearly est. Auto-Apply 9d ago
  • Business Development Manager- Not for Profit- Vice President

    Jpmorganchase 4.8company rating

    Charlotte, NC job

    If you are customer focused, enjoy building relationships, and providing financial advice to your clients, then a role as a Business Development Manager in one of our expanding markets is for you. As a Business Development Manager in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will be responsible for leading our business development efforts in the designated markets, which may include expansion markets. Job Responsibilities Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, and Card, to provide our clients the best solutions for all of their financial needs 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, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Protect the firm by following sound risk management protocols and adhering to regulatory requirements Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client, who may have multiple products and services Identify the personal financial goals and needs of business clients. Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Utilize referral networks and centers of influence to identify and develop potential new clients, looking for ways to cultivate long-term relationships Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as, creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Required qualifications, capabilities, and skills Minimum of 7 years' experience in Business Banking Relationship Management role or related business/commercial lending experience Bachelor's degree in Finance or related field, or equivalent work experience Strong relationship management skills; demonstrate strong tactical business development and negotiation skills Proven experience to establish and develop relationships in emerging territories Utilize seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions Able to identify opportunities, issues and viable alternatives, while managing risk, when traditional solutions do not apply Preferred qualifications, capabilities, and skills Extensive knowledge of business and credit underwriting with commercial credit training
    $100k-133k yearly est. Auto-Apply 60d+ ago

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