State Street jobs in Scottsdale, AZ

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************

The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program. DUTIES and RESPONSIBILITIES: • Leverage the firms Portfolio Management (“PM”) program to open investment advisory accounts and manage their investment strategy on a discretionary basis o The Portfolio Management program is administered by the Portfolio Management Group (“PMG”), a sub-division of the Consulting Group (“CG”) • Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives • Lead meetings to discuss investment strategy options and performance • Manage client interaction by participating and driving client prospecting and meetings • Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy • Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program. • Critically examines and rebalances current portfolio holdings when necessary • Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation • This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer) Education and/or Experience • College degree or professional certification required • 10 or more years of relevant work experience preferred • Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy • Additional product licenses may be required • Minimum of 5 years FINRA Registration preferred Knowledge/Skills • Financial industry and product knowledge • Effective written and verbal communication skills • Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: • Market Executive and dotted line to the Assistant Market Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

JobID: 210672798 JobSchedule: Full time JobShift: : Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation while managing a dynamic team of client service managers. Lead the charge in modernizing the client experience by analyzing data, executing strategic initiatives, and fostering a culture of trust and inclusivity. With opportunities for career growth and community engagement, join our global organization to shape the future of commercial banking and make a lasting impact. As a Client Service Senior Manager within JPMorganChase, you will lead a team dedicated to resolving client requests and enhancing service operations. Your role involves shaping operational policies and precedents, utilizing your expertise in treasury and cash management products. You will identify trends, generate innovative solutions, and ensure quality service delivery. Your skills in influencing, managing stakeholders, and driving continuous improvement are crucial. Proficiency in project management, change management, and data & tech literacy will enable you to lead your team in delivering exceptional client service and contribute to the firm's strategic objectives. Job responsibilities * Lead and manage a team of Client Service Professionals, fostering a culture of continuous improvement and innovation to enhance the efficiency and resilience of our operating platform. * Develop and implement strategic operational plans, leveraging your deep understanding of our treasury and cash management products and services to deliver exceptional client service. * Analyze complex data and situations to identify trends and opportunities, using your expertise to develop and test innovative solutions that align with our operational policies and precedents. * Establish and maintain productive relationships with internal stakeholders, using your advanced skills in influence and communication to drive mutually beneficial outcomes. * Oversee the end-to-end change management process, including strategic communications, influencing others, and mitigating stakeholder impact, to ensure the successful implementation of new programs and processes. Required qualifications, capabilities, and skills * Extensive experience in team leadership and management within a client service environment, specializing in treasury and cash management products and services, demonstrated over seven years. * Proven ability to develop and implement strategic operational plans, with a track record of delivering exceptional client service. * Demonstrated expertise in analyzing complex data and situations to identify trends and opportunities, and develop innovative solutions. * Advanced skills in establishing and maintaining productive relationships with internal stakeholders, with a proven ability to influence and drive mutually beneficial outcomes. * Proficiency in overseeing the end-to-end change management process, including strategic communications, influencing others, and mitigating stakeholder impact. Preferred qualifications, capabilities, and skills * Proficient in mentoring team members and utilizing strategic planning to drive business growth and achieve organizational goals. * Proficient in conflict management and resolution to effectively address and resolve complex client and team issues. * Proficient in digital literacy and process automation to enhance operational efficiency and service delivery. * Developing skills in automation and quantitative reporting to support data-driven decision-making and process improvements. * Beginning proficiency in leveraging AI/ML technologies to explore innovative solutions, with developing knowledge of cybersecurity best practices to ensure data protection and secure operations.

JobID: 210686991 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all. Job Responsibilities * Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs. * Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience. * Partner with One Chase Partners to connect customers to experts for specialized financial needs. * Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly. * Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively. * Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations. * Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems. * Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits. * Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank. * Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs. Required Qualifications, Capabilities, and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation. * Demonstrated client-first attitude with the ability to create a hospitable and friendly experience. * Strong relationship-building skills, showing genuine care and concern during client interactions. * Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email. * Proficiency in quickly and accurately learning products, services, and procedures. * Ability to work collaboratively as a team to deliver seamless service with care and sincerity. * Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently. * Proven client service experience or comparable experience. * High school diploma, GED, or equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Experience adhering to banking policies, procedures, and regulatory requirements. * Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients. * College degree or military equivalent. 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: *********************************************************************

JobID: 210680999 JobSchedule: Full time JobShift: : Join a dynamic team at JPMorgan Chase and help shape the future of talent acquisition in Wealth Management. Grow your career while making a meaningful impact by developing innovative, data-driven recruitment strategies and building strong partnerships. Be part of a global organization that values your skills, invests in your professional development, and expects excellence in both planning and follow-through. As a DOI Recruitment Lead within the JPMorgan Wealth Management team, you will define, develop, and execute inclusive recruitment strategies and events from initial concept through post-event evaluation. You will lead initiatives to broaden the talent pipeline for client-facing advisory roles, leverage data and market analysis, and partner with senior leaders to deliver on recruitment goals. Success in this role requires not only creative concept development but also rigorous follow-through and seamless planning to ensure every initiative is fully realized and impactful. You will play a critical role in achieving and maintaining JPMorgan Chase's DOI objectives through inclusive hiring events, extensive reporting, and by embedding DOI principles into every aspect of the recruitment process. Job responsibilities: * Design, plan, and manage all aspects of DOI recruitment events, ensuring each initiative is carried through from concept to completion with meticulous attention to detail. * Proactively develop innovative event themes, agendas, and programming that advance DOI goals and resonate with a wide range of audiences. * Coordinate event logistics, manage budgets, secure venues, and oversee registration and materials, ensuring seamless execution. * Create and implement strategies to promote events to candidates and communities, maximizing reach and impact. * Work closely with HR, communications, marketing, and other departments to integrate DOI principles and ensure alignment with broader organizational goals. * Act as a proactive advocate for DOI, helping to embed these principles across the organization and within all recruitment activities. * Demonstrate a commitment to seeing projects through to completion, with clear accountability for outcomes and post-event evaluation. * Measure ROI, communicate outcomes to stakeholders, and prepare extensive reporting on recruitment and event results. * Provide expert advice on inclusive recruiting techniques and market strategies, leveraging data analytics for informed decision-making. * Identify and deepen partnerships with inclusive organizations and internal teams to support recruitment objectives. Required qualifications, capabilities, and skills: * 5+ years of recruitment experience, with a proven track record of concept development and successful event execution * At least two years managing recruitment project plans and budgets, with demonstrated follow-through and accountability * 2+ years developing inclusive recruitment strategies and inclusive events * 2+ years in recruitment leadership or change management * Strong organizational, problem-solving, and analytical skills * Experience with data analytics and reporting * Ability to work independently in dynamic environments and manage multiple priorities seamlessly * Digitally savvy with innovative communication skills * Collaborative with strong relationship-building skills * Demonstrates empathy and inspires cultural change * Familiarity with event management software and digital marketing strategies Preferred qualifications, capabilities, and skills: * Experience in Financial Services * Success working in matrix organizations * Experience with generational insight and interviewing skills * Experience hosting inclusive hiring events and DOI workshops * Experience with competitive intelligence and market analysis * Experience with Affirmative Action goals * Experience with best practice sharing forums

JobID: 210682714 JobSchedule: Full time JobShift: : Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. Job Summary As a Compliance Risk Management Senior Officer - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You partner with Line of Business and global or regional Compliance teams, including Internal Audit, Operational Risk, and other Control functions. You bring your compliance expertise and knowledge of regulatory and audit best practices to help us maintain robust risk controls. Together, we ensure our business operates responsibly and meets the highest standards. Job Responsibilities * Perform on-site and remote compliance examinations of broker-dealer and investment advisory businesses to ensure adherence to firm policies and procedures. * Conduct analysis of trading branch configuration, and documentation as part of compliance examinations. * Evaluate findings and formulate conclusions in written reports, schedules, worksheets, and narrative materials. * Collaborate with Line of Business, Supervision, global or regional Compliance teams, Internal Audit, Operational Risk, and other Control functions. * Apply regulatory and audit best practices to all monitoring and testing activities. * Maintain high attention to detail and work independently to meet objectives. * Travel regionally up to 40% to conduct examinations. * Successfully complete enhanced screening requirements for High Security Access systems. * Hold a valid driver's license for travel requirements. Required Qualifications, Capabilities, and Skills * Undergraduate degree or equivalent experience. * Minimum 3 years of experience in financial services, compliance, or regulatory roles. * High attention to detail, flexibility, patience, and strong analytical skills. * Excellent interpersonal skills and ability to work independently. * Ability to travel up to 40% (mostly regional). * Valid driver's license. Preferred Qualifications, Capabilities, and Skills * FINRA Series 7, 66 and 24 licenses. * Experience with High Security Access systems and enhanced screening processes. * Familiarity with trading analysis and document review procedures. * Strong written communication skills for reporting and documentation. * Experience collaborating with cross-functional teams. * Knowledge of regulatory and audit best practices in financial services. * Demonstrated ability to challenge the status quo and drive process improvements.

Do you enjoy working in a production-based environment that allows you to help evaluate and coach front line associates and offers career growth? As a Transactions Specialist IV in Receivables Operations, you will develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. You will also facilitate growth by refining technology-motivated customer and client experiences that put users first, providing an unparalleled experience. Job responsibilities Ensure workload is completed as outlined in departmental procedures and policies Understand portfolio and tools used to support client processing requirements Provide training to new and existing employees Interface with other operations departments to research and resolve inquiries Make routine decisions and determining proper courses of action within the limits of standard policies and procedures Participate in evaluations, coaching, and counseling sessions of front line associates Participate on projects aimed at enhancing the customer experience as identified through escalation matters Required qualifications, capabilities, and skills Remittance Processing experience with proven ability to effectively lead a team Ability to analyze and comprehend client's standard operating procedures and instructions Production environment focus around meeting deadlines and quotas Keen sense of quality control and practices Proven ability to lead in a production/operations environment Strong written and verbal communication skills Functional experience with MS Office, including Word, Excel, Access, and PowerPoint Work Schedule: Monday - Friday, 2:00 pm - 10:30 pm Shift differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change. A Government Security Clearance may be required for this position. This includes, but is not limited to: • Fingerprints • Credit Check • Employment History • Tax Filing History (possibly) • References (possibly) • Proof of U.S. Legal Permanent Residence

JobID: 210683812 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$150,000.00 Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation. As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase. Job Responsibilities * Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value * Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase. * Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas. * Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO. * Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work. * Synthesize analytical findings for consumption by internal analytical clients and senior executives. * Establish and manage relationships with internal clients and partners. * Identify new project opportunities helping to grow our business pipeline for respective books of work. * Maintain a rigorous controls environment to ensure accurate and timely results. Required Qualifications, Capabilities, and Skills: * 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights) * Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS) * Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences * Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile) * Consulting orientation with ability to influence and effectively lead cross-functional teams * Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life * Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities * Undergraduate degree in a quantitative discipline Preferred Qualifications, Capabilities, and Skills: * 3+ years of experience at a consulting firm, in tech, or financial services/banking industry * Understanding of the financial services or retail banking industry This role is not eligible for visa sponsorship or relocation assistance

JobID: 210679636 JobSchedule: Full time JobShift: Day : Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. Job responsibilities * Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. * Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. * Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. * Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. * Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. Required qualifications, capabilities, and skills * Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. * Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. * Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. * Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. * Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. Preferred qualifications, capabilities, and skills * Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. * Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. * Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. * Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. * Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Leads in the Third-Party Risk governance framework in the 1st Line of Defence, with oversight and reporting to enterprise leadership on related risk and control profile, issues / incidents and any relevant emerging risks Works with Vendor Managers to ensure that Third Party Risk policies and guidelines are adhered to, and provide actionable support and guidance to the Business Escalates any concerning trends to Senior Management. This may include (but not limited to) oversight and monitoring of emerging risks, weaknesses in controls and material change programs, deterioration in service / performance standards, and provide guidance on mitigating actions Assists in review of internal and external Third-Party Risk related events and issues, to ensure that the root cause is adequately identified and remediation actions are fit for purpose Works to ensure appropriate oversight / governance of intra-group arrangements is in place, and changes to business models are accurately reflected in applicable group documentation. This may include liaising (as needed) with Legal Entity Outsourcing Managers Assists in the support of local regulatory and audit engagements pertaining to Third Party Risk; this includes supporting remediation activities Supports Third Party Risk awareness and risk management culture in order to ensure that the material risks are both evident and effectively managed Exercises judgment based on the analysis of multiple sources of information Able to lead cross functional or complex projects with manageable risks and resource requirements Acts as a subject matter expert for all team members, substitutes for manager when required Working with Data Architects from specific source data stewards Other areas to include: ETL (Extract, Transform, Load) * Design and implement ETL workflows using tools such as SSIS, Power Query, or cloud-based integration platforms. * Ensure data quality and integrity during extraction and transformation processes. * Optimize ETL pipelines for performance and scalability across large datasets. Data Modeling * Develop and maintain logical and physical data models to support reporting and analytics. * Implement dimensional modeling techniques for star and snowflake schemas. * Collaborate with stakeholders to align data models with business requirements and governance standards. Transactional SQL * Write and optimize complex SQL queries for transactional systems and reporting needs. * Create stored procedures, views, and functions to support data operations. * Troubleshoot and tune SQL queries for performance in high-volume environments. Power BI * Connect to diverse data sources and build interactive dashboards and reports in Power BI Desktop and Service. * Implement row-level security and manage workspaces for secure data sharing. * Configure scheduled refresh and optimize datasets for performance. Collecting Business Requirements * Engage with business stakeholders to gather and document reporting and analytics requirements. * Translate business needs into technical specifications for data models and reports. * Validate requirements through iterative feedback and prototype development. Salary Range: $74,200 - 126,200 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Join our Consumer & Community Banking division, a leader in credit card sales and deposit growth, offering diverse financial services. As part of the Anti-Money Laundering/Know-Your-Customer Controls team, you'll ensure compliance with key regulations and collaborate across departments to uphold regulatory standards. We are looking for a KYC Officer to lead strategic initiatives, ensuring compliance and high-quality due diligence for client relationships. As the Dealer Services - AML/KYC Officer within the AML/KYC Controls team, you will partner with Bankers and AML/KYC Operations to ensure all client KYC records are compliant with regulatory standards. You will manage the renewal cycle of KYC records, assess and execute risk management activities, and support the design and implementation of AML/Compliance programs. This role offers the opportunity to work autonomously, make impactful decisions, and contribute to the development of best-in-class AML solutions. **Job Responsibilities** + Independently manage the renewal cycle of KYC records, ensuring timely portfolio management and quality standards in partnership with Relationship Management. + Assess and execute risk management activities in line with firm compliance standards, identifying and escalating emerging risks related to customer business activities. + Support the design, development, implementation, review, and reporting of AML/Compliance programs and initiatives, addressing AML risks and controls. + Assist in developing solutions or systems to address identified issues or gaps within processes. + Complete assigned project tasks with strong attention to quality and timeliness, facilitating recommendations and escalation to management as needed. + Support the transition of projects to business-as-usual status and produce standard/ad hoc management reports and presentations, potentially presenting to management. + Coordinate with Risk Officers, Compliance Officers, Legal Advisors, and other partners on LOB-specific and cross-LOB issues. + Provide support for Exam/Audit/Compliance readiness, including documentation of processes and proof of compliance with firm policies and KYC standards. + Maintain up-to-date knowledge of regulatory and role-specific requirements, and monitor application of AML/KYC risk management and control best practices. + Provide ad hoc support to senior team members and personal support to new team members through shadowing and mentoring. + Demonstrate knowledge of Commercial Lending and Commercial Banking Systems (Party Central, ICRD, CDD/COLT), and make recommendations and decisions on day-to-day issues, referring project direction/scope decisions to management. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent experience + Minimum of 5 years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or equivalent subject matter expertise in a relevant business related function/operation + Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) + Excellent time management and organizational skills + Strong analytical and problem solving skills **Preferred qualifications, capabilities, and skills** + Business knowledge - ability to understand the business / knowledge of regulation surrounding business + Communication/presentation - excellent written and verbal communication skills with an ability to articulate in a meaningful and actionable manner + Networking - strong interpersonal skills; strong collaboration and relationship building skills + Work autonomously to affect change - flexible, adaptable to shifting priorities; manages competing priorities to achieve the most effective result and able to work in a fast-paced, results driven environment. + Decision Making/Judgement - moderate level of independent decision making using sound judgement 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

JobID: 210682809 JobSchedule: Full time JobShift: Day : Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Special Credits Specialist you will get to support Credits Officers with administration of problem credit loans, along with preparing management reports and administration of reporting. You're a team player and you get to participate in the ownership of Chase's internal customer satisfaction through timely follow-up and resolution of issues. If you are someone who enjoys a collaborative environment this could be your next role. We work closely together as a unit and are opening our doors to new members that have a team-player mindset. No day is the same here, and you'll be able to get creative when it comes to problem solving. Job Responsibilities * Manage all aspects of the loan process and follow up on vendor work to ensure completion. * Coordinate loan documentation and facilitate successful loan closings. * Generate and work reports to support the workout process, including maturity, delinquency, and exceptions. * Contact customers via email or letter to request required financial information. * Process advances, payments, overdrafts, invoices, check requests, booking packages, maintenance requests, and research requests. * Handle mail processing, including sending legal packages and loan documentation to outside counsel. * Adhere to regulatory requirements and compliance standards in all activities. * Multi-task efficiently and maintain a strong sense of urgency in daily operations. * Pass quality control and quality assurance tests on all tasks performed. Required Qualifications, Capabilities, and Skills * Requires 2+ years of total related experience in the financial industry or similar position in business loan processing, commercial lending support environment and/or loan operations. Along with having the ability to review and understand complex loan structures and business loan documentation. * Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer. * Proficient in Microsoft applications: Excel, Word, PowerPoint, SharePoint, and Outlook. * Demonstrated analytical/problem solving & follow-up skills. * General administrative skills: filing, typing, and organizing information. * Excellent oral and written communication skills, and ability to focus on accuracy with attention to detail. * Work effectively in a team environment, while assuming individual responsibility. A self-starter, and an independent thinker. Preferred Qualifications, Capabilities, and Skills * College degree preferred or High school degree/GED or foreign equivalent * Working knowledge of the Bank's products, services, policies/procedures and ability to follow policies/procedures. * Creative/Innovative process improvement skills

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. **Job responsibilities** + Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses + Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems + Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio + Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase + Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000 + Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected + Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution **Required qualifications, capabilities, and skills** + Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience + Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally + Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes + Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client + General knowledge of core business products and services including deposit, lending, and cash management + Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint **Preferred qualifications, capabilities and skills** + Bachelor's degree in Finance or related field, or equivalent work experience 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

Join our fun, high-energy team as a Community 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 Community 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 Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers ‘not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services 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 Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing Required qualifications, capabilities, and skills A Bachelor's degree or equivalent work experience in sales and/or real estate Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products. (Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.) Knowledge of real estate market in local area and the ability to build new external referral sources and networks (e.g., realtors, nonprofits, community groups, civic/professional organizations required) Track record of customer satisfaction as demonstrated in customer satisfaction scores and customer comments Superior written and verbal communication skills for preparing and presenting in your community outreach when providing homeowner education and demonstrating knowledge while working with community-based nonprofits, community groups, consumer advocacy groups, and civic/professional groups. Intermediate Personal Computer skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************

JobID: 210686147 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$120,000.00; Chicago,IL $100,000.00-$120,000.00; Brooklyn,NY $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Sales Associate in Merchant Services, you will assist in contributing to new sales targets and portfolio revenue growth by supporting Merchant Services Business Development Officers. You will actively engage in meetings, seminars, client calls, etc. and develop a network of contacts. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Business Development, Relationship Management, or other functional areas within Merchant Services. Job responsibilities * Engage in activities such as call preparation, pitch books, and customer research that assist Merchant Services Business Development Officers in driving profitable revenue through selling * Ensure all client/prospect-facing materials are current and compliant * Develop account plans, briefing memos, and an understanding of competitors' products, positioning, and their shares of wallet within the client/prospect * Coordinate with product partners to develop solutions to identify cross-selling and client growth opportunities * Work with Business Development Officers on proposals including cost/benefit analysis, pricing, profitability models, and ensuring correct pipeline reporting * Understand segment strategies to assist in developing recommendations and/or opportunities and proposal/pitch book generation * Ensure efficient and effective onboarding of new clients and new services * Assist in finalizing sales through documentation coordination/negotiation and smooth handoff to implementation team * Coordinate Credit Risk, Know Your Customer, and other hierarchies with assigned Business Development Officers and Underwriters * Develop broad and deep knowledge of Merchant Services products and their application for clients/prospects * Identify and complete additional career development training (e.g., sales, credit, executive presence) Required qualifications, capabilities, and skills * Bachelor's degree or equivalent experience * Exceptional verbal and written communication skills * Strong organizational and planning skills * Ability to prioritize multiple initiatives * Strong interpersonal and relationship building skills * Client management experience * Ability to understand the Commercial Banking division and demonstrate the ability to speak to the firm's priorities, activities, and financial condition and performance

JobID: 210628702 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.

JobID: 210682386 JobSchedule: Full time JobShift: Day : Join our core analytics and reporting group in Global Real Estate Finance, where your expertise in Alteryx and AI will drive strategic real estate decisions. Collaborate globally, impact firm-wide strategies, and deliver high-quality automation and analytics. Advance your career by working with senior management and key stakeholders. Enjoy opportunities for growth, skill development, and making a meaningful difference. As a Space Management Data Domain Architect and Reporting Senior Associate in Global Real Estate Finance, you will design and deliver advanced analytics and automation solutions. You will manage and optimize data architecture, collaborate with cross-functional teams, and provide critical insights for strategic planning. Your work will directly influence real estate occupancy, cost allocation, and firm-wide decision-making. You will mentor team members and support global projects, ensuring high standards and impactful results. Work closely with finance, real estate, HR, and technology teams to manage office portfolio data and support key business decisions. Contribute to the implementation of change efforts and deliver presentations to executive management. Your role will help shape the future of real estate strategies at JPMorgan Chase. Job Responsibilities * Develop infrastructure and data layer solutions for standardized datasets * Implement data management practices for secure information handling * Manage centralized data and enforce data quality for dashboard analytics * Assess and optimize workforce, location, and data architecture * Automate manual processes using AI and machine learning * Design and develop advanced analytics models and dashboards * Educate and advise stakeholders on AI and analytics * Partner with cross-functional teams for data collaboration * Support key business decisions and change efforts * Deliver presentations and incorporate feedback * Mentor team members in analytics tools and best practices Required Qualifications, Capabilities, and Skills * Minimum of 3 years of hands-on experience in data analytics * Demonstrated hands-on experience designing, developing, and optimizing Alteryx workflows * Ability to leverage Alteryx for data integration, transformation, and automation * Experience applying AI and machine learning techniques to data analysis * Familiarity with AI/ML frameworks and tools for predictive analytics * Proven ability to analyze and synthesize large, complex datasets * Proficient in managing structured and unstructured data, query languages, and cloud-based tools * Advanced proficiency in Microsoft Excel * Self-motivated and able to work independently * Exceptional problem-solving skills * Meticulous attention to detail and quality assurance Preferred Qualifications, Capabilities, and Skills * Collaborative team player with excellent interpersonal and communication skills * Capable of managing multiple priorities and performing under pressure * Skilled at organizing and structuring data with strong business context * Experience supporting global teams and projects * Ability to deliver presentations to executive management * Track record of driving progress toward business goals * Experience mentoring and guiding team members in analytics and AI methodologies

If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role. Job responsibilities Work as a team with other associates to support a group of 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 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

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. Job responsibilities Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000 Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution Required qualifications, capabilities, and skills Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client General knowledge of core business products and services including deposit, lending, and cash management Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities and skills Bachelor's degree in Finance or related field, or equivalent work experience