Aumni - Customer Success Manager - Associate
Jpmorgan Chase Job In Salt Lake City, UT
Lead a cutting edge, dynamic software product that (1) enables customers to structure their legal documents in a powerful way, and (2) serves as a source of truth, providing powerful investment insights. As a Customer Success Manager for Aumni, a JP Morgan company, you will act as the primary customer relationship contact and trusted advisor to your book of assigned customers. You will manage all aspects of the customer relationship, drive product adoption and usage throughout the customer journey and ensure optimal interaction with Aumni processes, products, and services. You will own the success and health of your assigned customers.
**Job Responsibilities**
+ You will manage all aspects of the customer relationship along the customer journey including implementation, product adoption, usage, renewal, expansion, and advocacy to ensure optimal engagement
+ Serve as a trusted advisor with clients to build long-term collaborative partnerships
+ Collaborate cross-functionally with other departments including Sales, Customer Operations, and Product to drive strategy alignment
+ Identify upsell and expansion opportunities through customer interactions and develop strategies to align with customer's business objectives and an identified customer success plan
+ Own and manage a renewal pipeline and forecast as well as communicate and manage contract and invoicing efforts
**Required Qualifications, Capabilities, and Skills:**
+ 2+ years in Customer Success or Account Management at a B2B Saas company
+ A Bachelor's degree is required.
+ Proven track record of and passion for building long-term relationships with all stakeholders
+ Understand client success best practices and strategies with a track record of driving high overall satisfaction, client retention, and growth.
+ Have great project and time management skills. Be able to juggle and manage many different clients simultaneously and have the judgment and experience to triage, delegate and prioritize appropriately and effectively to drive projects forward and maintain great client communication.
+ Have a proactive, solution-oriented mindset when it comes to handling customer issues. Be able to identify the problems the customers will likely bump into and work transparently to solve them.
+ Be technically savvy and quick to learn new systems and applications so as to assist customers with application training and product launches.
**Preferred Qualifications, Capabilities, and Skills**
+ Experience in the venture capital industry with private company financings is a plus
+ A legal, financial, or accounting background within the context of the venture capital industry would also be a plus
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
Branch Operations Lead - Draper, Sandy, Riverton, UT - Salt Lake South Market
Jpmorgan Chase Job In Draper, UT
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements. A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.
**Job responsibilities**
+ Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
+ Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
+ Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
+ Introduces customers to the branch team who will build relationships and assist with specialized financial needs
+ Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
**Required qualifications, capabilities, and skills**
+ High school degree, GED, or foreign equivalent
+ Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
+ Availability to work Branch hours including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
+ Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
+ Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
+ Some College level or military equivalent or 2+ years of branch banking experience
**Training requirement**
+ Successful completion of the Branch Operations Lead training program is a pre-requisite to be considered active in Branch Operations Lead role
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
Director CCAR-Operational Risk Management
Sandy, UT Job
**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the organization, and oversees risk ownership throughout business units, products, and processes. The objective of the ORM Issues & Events team is to define and maintain the issues and events frameworks and programs across the enterprise.
ORM is looking for a Director CCAR Operational Risk to lead a diverse team of high-performing professionals focused on ensuring effective operational risk management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.
**How will you make an impact in this role?**
The Director CCAR Operational Risk will:
+ Own and drive the end-to-end CCAR operational risk framework, ensuring timely, accurate, and defensible submissions.
+ Develop and refine scenario analysis methodologies, integrating loss data, risk control self-assessments (RCSAs), key risk indicators (KRIs), and external data sources.
+ Ensure operational risk stress testing aligns with regulatory expectations (e.g. SR 15-18/SR 15-19, Basel, ICAAP) and internal risk appetite.
+ Design and enhance loss estimation models that translate risk scenarios into financial impact forecasts.
+ Integrate historical loss data, emerging risk trends, and macroeconomic factors into CCAR stress testing frameworks.
+ Work closely with risk modeling teams to validate methodologies and assumptions.
+ Serve as the primary point of contact for regulatory exams related to CCAR operational risk, engaging with Federal Reserve, OCC, and other regulators.
+ Prepare and present clear, defensible risk assessments to CROs, CFOs, Board members, and regulators.
+ Ensure governance, documentation, and risk methodologies meet heightened regulatory expectations.
+ Provide thought leadership on emerging operational risk themes, e.g. cyber risk, third-party risk, conduct risk, and fraud.
+ Strengthen the connection between business controls, risk mitigation strategies, and capital planning.
+ Partner with Enterprise Risk, Finance, and Business Unit teams to integrate operational risk into broader firmwide risk initiatives.
+ Implement a robust governance framework for operational risk loss forecasting, ensuring transparency, accuracy, and repeatability.
+ Drive process efficiency, leveraging automation and best practices to enhance risk quantification.
+ Ensure high-quality execution of CCAR deliverables under tight regulatory timelines.
**Qualifications:**
+ Proven experience leading CCAR operational risk processes at a GSIB or large financial institution.
+ Strong understanding of stress testing methodologies, risk quantification, and capital planning requirements.
+ Expertise in risk scenario analysis, loss forecasting, and data-driven risk quantification.
+ Ability to synthesize internal loss data, external trends, and macroeconomic factors into CCAR modeling.
+ Experience engaging with Federal Reserve, OCC, FDIC, and other regulatory bodies.
+ Ability to confidently defend methodologies, justify assumptions, and articulate risk outcomes to regulators and senior leadership.
+ Ability to translate complex risk analytics into clear, actionable insights for C-suite executives.
+ Strong presentation skills to engage with senior management.
+ Expertise in operational risk frameworks, loss event modeling, and control effectiveness assessments and knowledge of key operational risk categories
+ Experience designing and enforcing risk governance frameworks, ensuring strong documentation and control oversight.
+ Ability to create repeatable, defensible methodologies that meet regulatory scrutiny.
+ Ability to coordinate across risk, finance, modeling, and technology teams to drive CCAR excellence.
+ Track record of delivering under high-pressure regulatory deadlines.
+ Passion for enhancing CCAR methodologies, benchmarking against industry best practices, and driving innovation.
+ Strong problem-solving skills to navigate complex risk assessment challenges.
+ Experience with Python, R, SAS, SQL, or advanced data analytics tools for risk modeling and familiarity with machine learning techniques for risk analytics are nice-to-haves
**Qualifications**
Salary Range: $130,000.00 to $205,000.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement.
If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters.
* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Risk
**Primary Location:** US-New York-New York
**Other Locations:** US-Arizona-Phoenix, US-Georgia-Atlanta, US-Utah-Sandy, US-Florida-Sunrise
**Schedule** Full-time
**Tags** ORMCM
**Req ID:** 25004490
Asset & Wealth Management, Marcus by Goldman Sachs, Fraud Detections Specialist, Draper UT
Draper, UT Job
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Marcus by Goldman Sachs
The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial spirit of a start-up with more than 150 years of experience. Today, we serve millions of customers across multiple products, leveraging innovative design, data, engineering and other core capabilities to provide customers with powerful tools and products that are grounded in value, transparency and simplicity.
Responsibilities:
Determine action required based on established procedures to protect the Bank's assets; work with supervisor on handling more complex cases
Place appropriate hold on accounts deemed to have fraudulent activity. Track and document action taken in a timely and correct manner to provide a record of activity and meet audit and compliance requirements
Communicate, in a professional manner, with customers, merchants, financial institutions, and other personnel to resolve system problems or request additional information and / or documentation to support a decision on whether fraudulent activity has occurred
Assist in identifying and developing process enhancements to maximize efficiency of fraud detection activities as required
Identify risk and prevent loss from fraud reports, referrals from fraud email box, and return items (multiple sources/platforms)
Make sound subjective decisions to escalate risky accounts, place and remove restrictions on accounts, secure compromised accounts
Investigate risk identified through new account filters from new account opening process
Review established detection system-generated alerts to identify fraudulent activity related to transactions, compromised accounts, and account openings
Basic Qualifications:
High School Diploma or GED
1-2 years Fraud or Investigations experience
Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
Strong understanding of the customer service experience
Must be self-directed, detail oriented, driven, and able to work independently in a team-oriented and fast -paced environment
Preferred Qualifications:
Associates or Bachelor's Degree
Fraud experience in financial services environment
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
© The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Senior Home Lending Advisor, Salt Lake City and Draper, UT
Jpmorgan Chase Job In Salt Lake City, UT
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: **********************************************************************
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
Aumni - Sales Development Representative (SDR) - Associate
Jpmorgan Chase Job In Salt Lake City, UT
Aumni's mission is to empower leaders in the private capital markets to make the smartest investment decisions with the best data and analytics solutions. We use the latest technology to discover, analyze, and deliver investment insights that were once buried in unstructured documents. Recently acquired by JPMorgan, Aumni is able to leverage the scale and resources of the broader firm, while still operating at the speed and excitement of a start-up.
**Job Summary**
As an SDR within the Aumni venture sales team, you'll be engaging with General Partners, CFOs, COOs, General Counsels, and investment teams at venture capital firms to understand their portfolio operations. You'll lead outbound campaigns to develop and execute prospecting & outreach strategies that will help initiate relationships with potential Aumni customers. Outbounding involves designing innovative & unique approaches to build interest among the largest VCs in the world.
**Job Responsibilities**
+ Prospect for potential Aumni customers in the VC ecosystem
+ Develop and implement outbound outbound campaigns to General Partners, CFOs, COOs, General Counsels, and investment teams at venture capital firms
+ Craft highly personalized outreach initiatives that align with your prospect's potential needs
+ Maintain Aumni's CRM with relevant account and campaign data
+ Help Account Executives manage and nurture a pipeline of qualified opportunities
**Required qualifications, capabilities and skills:**
+ 1+ years' of experience in a sales development or related role
+ Demonstrated problem-solving ability in prior role in startup/tech, investing, or consulting role
+ Comfortable communicating with decision makers (c-suite, partner-level, etc.)
+ Clear, concise communication skills
+ Creative and ambitious mindset, and interest in being an early contributor and team player in an expanding sales organization
+ Deep intellectual curiosity and motivation to improve the state of private capital markets
+ Competitive and driven to achieve goals
+ Enjoy working in a fast-paced, demanding, and high-pressure environment
+ Experience in using CRM systems & prospecting software (i.e. Salesforce, Outreach.io)
+ Proven success in a lead generation role at a B2B SaaS organization
+ Creative and ambitious mindset, and interest in a career in sales
+ Articulate, well-spoken, and a quick learner
**Preferred qualifications, capabilities and skills:**
+ Experience working in a B2B SaaS organization
+ A background in financial, legal, or accounting services, more so if within the context of the venture capital industry
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
**Base Pay/Salary**
Base Salary: New York, NY $95,000.00 - $140,000.00 / year; San Francisco, CA $95,000.00 - $140,000.00 / year
Technical Client Service - Associate
Jpmorgan Chase Job In Orem, UT
The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm's data sharing principles of security, customer control and convenience, and privacy.
Job Summary:
As a Technical Client Service Associate in the front office team, you will play a pivotal role in delivering exceptional front-line support services to Neovest customers through email and phone channels. The support will involve both technical and business-related issues, so you will be expected to work and communicate effectively with both technical resources (DBA, developers) as well as business resources (Traders, Business Analysts, Compliance Officers, Trade Support, etc.). You should posses the ability to efficiently diagnose, troubleshoot and effectively communicate as well as escalate issues to client and internal employees.
Job responsibilities
+ Research, diagnose, troubleshoot and identify solutions to resolve customer issues related to application use and configuration
+ Provide prompt and accurate responses to customers within SLAs as defined by the level of Service purchased by the customer
+ Prioritize all customer incidents and manage multiple client issues simultaneously
+ Understand and use Jira/Confluence management tool, including how to update, escalate and resolve incidents
+ Interact with various levels of client and firm management through both written and verbal communications
+ Report software issues to Product Development via documented processes and procedures, including replicating the issue when possible
+ Perform all due diligence, identify workarounds to bugs and customer issues whenever possible as well as common issues and techniques for addition to Knowledge Base
+ Work to understand client's business needs above and beyond the immediate requirements
+ Analyze data or information - Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts
+ Manage tasks effectively to maximize productivity, as well as identify and address complex database performance issues and implement solutions in timely manner
Required qualifications, capabilities, and skills
+ You have Bachelor's degree (or equivalent) and have at least 3+ years of experience working in a financial services/software client support environment
+ You are ambitious, self-driven, and looking to work in a fast-paced environment
+ You demonstrate excellent English Language skills (Oral and Written)
+ You demonstrate ability to quickly and confidently asses risks, and associated urgency as it pertains to client deliverables/tasks as they arise as well as strong problem solving and troubleshooting skills
+ You demonstrate exposure to some application knowledge as it pertains to the financial industry. More specifically buy side trading applications, protocols, and interfacing applications. (OMS, EMS, FIX protocol)
+ You demonstrate knowledge of IT infrastructure and Windows OS in a support related setting, demonstrate working knowledge and experience using database access tools (e.g., SQL Server Management Studio) and have ability to read and develop complex queries using SQL
+ You have exposure and working knowledge set of network and domain architecture as well as have solid business acumen and awareness of trading/portfolio management/trade operations implications of decisions
+ You have ability to function in an environment that requires flexibility, good judgment and sound decision-making based on limited information and/or extreme conditions and have proven ability to understand and develop concept driven solutions and problems
+ You demonstrate critical thinking, using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Making good decisions and solving problems while under pressure
+ You have a good sense of teamwork - you project confidence tempered with humility. You should be a team player willing both to steer the team towards success and to fully support the team when others are steering
+ You demonstrate creative thinking - you develop, design or create new applications, ideas, relationship systems, or products, including artistic contributions
Preferred qualifications, capabilities, and skills
+ Exposure to programming languages a plus (e.g. C++, VB, .C#, .NET)
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
**Base Pay/Salary**
New York,NY $95,000.00 - $150,000.00 / year
Tax - Project Manager - Salt Lake City - Associate
Salt Lake City, UT Job
YOUR IMPACT Are you looking for an opportunity to be part of a growing organization and work as part of a global team to drive strategy in a constantly changing environment? We are looking for an Associate with tax experience to join the Tax Project Management group in the Tax Department.
OUR IMPACT
Tax analyzes and supports the activities, operations, reporting obligations and transactions of the firm's business lines to ensure that tax consequences and reputational risks are evaluated appropriately. Our work contributes directly to the firm's success, and the division is ideal for creative and collaborative individuals who have strong ethics and attention to detail.
The team is responsible for maintaining the integrity of the firm's compliance with reporting authorities around the globe and managing related inquiries from a variety of the firm's businesses across established and emerging markets. Day-to-day team functions include accurate and timely account documentation and monitoring, withholding, client information reporting, and regulatory filings. The team also provides critical subject matter expertise and functionally-aligned support during the design, testing and implementation of related systems and processes. The team capitalizes on opportunities to optimize procedures and build scalability through data analytics and efficient use of technology.
HOW YOU WILL FULFILL YOUR POTENTIAL
* High visibility role where you will work with senior management and teams across regions to drive initiatives and issue resolution
* Develop deep subject matter expertise in relevant tax systems, procedures and requirements
* Gain a comprehensive understanding of multiple business lines across the firm in a role offering broad exposure to many divisions and groups
* Use your inquisitive mindset to identify control weakness, mitigate risk, improve client experience and further process automation
* Act as a risk manager through ongoing assessment and awareness of the tax regulatory environment and the firm's adherence to applicable tax reporting obligations
SKILLS & EXPERIENCE WE'RE LOOKING FOR
BASIC QUALIFICATIONS
* Bachelor degree and 3+ years relevant work experience in Operations, Accounting, Finance or related field leading teams, functions and projects.
* Excellent Communication Skills and ability to prioritize workload to drive results, solve problems and take accountability for deadlines / outcomes
* Proven leadership abilities, with demonstrable skill leading through influence, building consensus, and managing up to senior/executive-level stakeholders
* Have a proven track record of scoping and driving delivery of projects and achieving results independently on time and to budget including
* Strong analytical skills and project management technical skills
* Project scope definition
* Project issues, challenges, risks definition
* Status reporting
* Development of high quality deliverables
* Great organization skills - ability to handle multiple tasks, prioritize accordingly and make decisions as required
* Attention to detail and ability to work to tight deadlines under pressure and to provide practical solution
* Ability to work in project teams to help formulate the implications of a specific solution across the process, e.g. costs, risk, potential for re-use of services developed, etc.
* Demonstrated ability to work across products, regions and functions, preferably in the financial services industry
* Demonstrate excellent people management skills and ability to influence key stakeholders outside their direct control
* Be highly collaborative, team-oriented and strong consensus builder
* Remains composed under pressure, prioritizes and makes decisions in a fast-paced environment with risk mindset
PREFERRED QUALIFICATIONS
* Demonstrate understanding of Operations processes and procedures and an ability to learn quickly - knowledge of processes related to Operations or the Financial Services industry would be an advantage.
* Previous experience of creating a JIRA board, running steering committee calls and scrum calls
* Be proficient in Jira, Microsoft Word, Excel, Powerpoint, Project, Visio and BPM through Signavio
ABOUT GOLDMAN SACHS
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
Analyst-Operations Risk Management
Sandy, UT Job
You Lead the Way. We've Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The Global Risk & Compliance Organization is an independent risk management function, led by the Chief Risk Officer, with the objective of ensuring that American Express operates in a safe, sound, and fully compliant manner with all applicable regulatory expectations. Global Risk & Compliance creates and maintains the overall risk management framework, performs independent risk management assessments, and monitors applicable risks.
Colleagues at Global Risk & Compliance are passionate about our commitment to drive the Company's goals of growth and progress by creating a culture of risk awareness and proactivity around regulatory matters.
The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the company, and oversees risk ownership throughout business units, products, and processes.
The objective of the ORM Governance team is to develop, oversee and strengthen the organization's ORM framework to ensure that governance structures, policies, and procedures are robust, effective, and align with regulatory requirements and best practices.
The ORM Governance Organization is looking for an Analyst, U.S. Consumer Services Team Operational Risk to join a diverse team of high-performing individuals focused on the effective oversight of risk identification, assessment, and mitigation across the Business Unit, while maintaining alignment with the organization's enterprise risk management framework.
The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.
Reporting directly to the Director, U.S. Consumer Services Operational Risk, this role plays a critical part in assessing, monitoring, and challenging the first line's risk management practices. The ideal candidate will partner closely with first-line stakeholders and enterprise risk functions to provide independent oversight and challenge, ensuring that risks are managed effectively and in compliance with regulatory expectations.
The Analyst, U.S. Consumer Services Team Operational Risk will:
* Support the independent oversight and challenge of first-line risk identification, assessment, and mitigation efforts (i.e., Risk & Control Self-Assessment) within U.S. Consumer Services to ensure alignment with enterprise risk standards
* Analyze business processes and activities to identify potential risks, control gaps, and emerging risks
* Support the development and refinement of risk policies, standards, and procedures
* Assist in applying the enterprise risk management framework across U.S. Consumer Services
* Support U.S. Consumer Services in embedding risk management practices into daily operations and decision-making
* Support the tracking and analysis of key risk indicators (KRIs), providing insights into risk trends and areas requiring attention
* Contribute to risk reporting efforts, preparing materials for senior management, risk committees, and regulatory engagements
* Maintain an understanding of relevant regulations and industry expectations to help the business navigate compliance requirements
* Conduct risk assessments, scenario analyses, and deep dives to evaluate the effectiveness of existing controls
* Monitor risk-related issues, ensuring they are appropriately addressed
* Escalate significant risk concerns and control deficiencies to senior risk colleagues and relevant stakeholders
Qualifications:
* Experience in risk management, preferably within a second-line function in financial services, and understands critical risk management lifecycle activities
* Knowledge of risk management frameworks, regulatory environments, and industry best practices
* Proven ability to assess and challenge first-line risk practices independently
* Excellent communication, with the ability to translate complex risk concepts into actionable insights
* Ability to build productive partnerships across the organization
* Strong understanding of operational and regulatory risks
* Proficiency in risk management tools, data analysis, and reporting systems
* Advanced analytical and problem-solving capabilities, with a focus on actionable insights
* Detail-oriented and proactive, with strong prioritization skills in a dynamic environment
* High ethical standards and a commitment to integrity and accountability
ORMCM
Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:
* Competitive base salaries
* Bonus incentives
* 6% Company Match on retirement savings plan
* Free financial coaching and financial well-being support
* Comprehensive medical, dental, vision, life insurance, and disability benefits
* Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
* 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
* Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
* Free and confidential counseling support through our Healthy Minds program
* Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement.
If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters.
* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Director - ORM Issues & Events Program Strategy
Sandy, UT Job
**Y** **ou Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
The Operational Risk Management (ORM) team facilitates and monitors the implementation of effective operational risk management programs throughout the organization, and oversees risk ownership throughout business units, products, and processes. The objective of the ORM Issues & Events team is to define and maintain the issues and events frameworks and programs across the enterprise.
ORM is looking for a Director of Issues & Events Program Strategy to partner with a diverse team of high-performing professionals focused on ensuring effective operational risk management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.
**How will you make an impact in this role?**
The Director, Issues & Events Program Strategy will:
+ Drive the implementation of strategic issues and events frameworks and programs across the enterprise
+ Partner with VP of Issues and VP of Events and their teams to provide support with critical initiatives
+ Provide SME input/requirements into the capabilities and technology that supports issues and events management
+ Provide SME input into the Learning, Development & Communications plans to educate stakeholders on issues and events management
+ Develop and maintain a robust process for reporting to internal stakeholders, committees and regulatory bodies, as needed
+ Challenge and validate the first line's issues and events data inputs including the root causes and adequacy of remediation efforts
+ Perform ad hoc analysis to support senior management informed decision making
+ Influence senior stakeholders to align on strategic programs and role expectations across the enterprise
**Qualification**
+ Experience in operational risk management (e.g., within Risk and/or Internal Audit function) and understands critical operational risk management lifecycle activities
+ Experience in at least one of the following: Defining and maintaining the scope of issues and events within an enterprise framework; Managing and maintaining the technology and processes to record, manage and report issues; Providing guidance to business unit on how to identify, root cause and log operational risk issues; Prioritizing operational risks to ensure root cause analysis and remediation efforts focus on the most impactful issues; Educating stakeholders in the business on operational risk issues and event management and providing feedback on their reports and remediation plans
+ In depth knowledge of regulatory frameworks specific to systemically important banks (e.g., Basel III, stress testing and capital adequacy requirements)
+ Strong analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively
+ Excellent qualitative analytical skills
+ Excellent project management skills
+ Excellent communication and interpersonal skills, with an ability to interact and obtain buy-in from senior BU/tech counterparts
+ Proven experience in process governance, with a track record of establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks and operational standards
ORMCM
**Qualifications**
Salary Range: $130,000.00 to $205,000.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement.
If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters.
* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Risk
**Primary Location:** US-New York-New York
**Other Locations:** US-North Carolina-Charlotte, US-Arizona-Phoenix, US-Georgia-Atlanta, US-Ohio-Columbus, US-Utah-Sandy, US-Florida-Sunrise
**Schedule** Full-time
**Tags** ORMCM
**Req ID:** 25004807
Relationship Executive - Middle Market Banking - Executive Director
Jpmorgan Chase Job In Salt Lake City, UT
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Job Responsibilities
+ Champion a culture of innovation and a customer centric mindset
+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
+ Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
+ Seven plus years direct lending or credit support related experience, with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Knowledge of the local market
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
+ Sales management and business development skills
+ FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
+ Bachelor's degree and formal credit training preferred
+ Excellent verbal, written and listening communication skills
+ Strong creative solution and problem solving abilities
+ Proficiency in building and maintaining positive client relationships
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
Analyst-Compliance
Sandy, UT Job
**You Lead the Way. We've Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you're finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.
**How will you make an impact in this role?**
The Global Risk & Compliance Organization (GRC) is an independent risk management function, led by the Chief Risk Officer, with the objective of ensuring that American Express operates in a safe, sound, and fully compliant manner with all applicable regulatory expectations. GRC creates and maintains the overall risk management framework, performs independent risk management assessments, and monitors applicable risks.
Compliance Risk Management Governance (CRMG) within GRC facilitates and monitors the implementation of effective compliance risk management programs throughout the organization, and oversees risk ownership throughout business units, products, and processes. The objective of CRMG is to develop, oversee and strengthen the organization's Compliance Risk Management framework to ensure that governance structures, policies, and procedures are robust, effective, and align with regulatory requirements and best practices.
CRMG is looking for an Analyst who will support the Compliance Governance and Oversight team. The Analyst will be responsible for communicating with a wide range of stakeholders, including Compliance Officers, Control Management (CM), Operational Risk Management (ORM) and Enterprise Risk Management (ERM). The ideal candidate will possess strong data analytical skills, risk and control management and a general regulatory governance knowledge.
**Key R** **esponsibilities**
+ Support the oversight of compliance risks across business lines, ensuring that potential or emerging risks are appropriately escalated and addressed in the appropriate risk management program.
+ Collaborate with Compliance Officers and other risk management groups to document the potential or emerging risks being raised through the various programs. The Analyst will be responsible to analyze, challenge, organize the documentation.
+ Collaborate with various risk teams to ensure governance practices align with enterprise risk management frameworks.
+ Provide strategic recommendations to enhance governance processes and improve risk management practices.
+ Monitor progress against program deadlines; managing several tasks simultaneously.
+ Update program resource materials including procedures, desktop procedures, and program Square sites.
+ Assist with creating reports and dashboards for committee reporting, providing data analysis, effective challenge and trends for leadership review and discussion.
+ Provide support for strategic initiatives and ad hoc projects, including responses to stakeholders, audit and regulator requests.
**Qualifications**
+ 2 years of experience in compliance, operational risk management, issue management, or regulatory affairs within a financial institution.
+ Strong knowledge of financial regulations, compliance risk frameworks, and corporate governance principles.
+ Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
+ Excellent communication and stakeholder management skills, with the ability to influence diverse levels of stakeholders.
+ Expertise in process governance, with a track record of establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks, and / or risk management standards.
+ Strong analytical and problem-solving skills, with an ability to analyze data, identify trends and evaluate risk scenarios effectively.
+ Excellent writing skills and ability to synthesize key messages for diverse audiences.
+ Entrepreneurial mindset with a proactive approach to problem-solving and decision-making.
**Preferred Qualifications**
+ Bachelor's degree in finance, law, business, or a related field, advanced degree or relevant certifications (e.g., CAMS, CRCM) are a plus.
+ Risk management and/or regulatory experience with a primary focus on regulatory compliance, or related experience within the financial industry or related regulated fields.
+ Excellent project management, communication, and interpersonal skills.
+ Strong written and verbal communication skills; ability to interact with all levels of management.
+ Strong skills with Microsoft Office products including Excel and PowerPoint.
**Qualifications**
Salary Range: $55,000.00 to $105,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement.
If the links do not work, please copy and paste the following URLs in a new browser window: ****************************************** to access the three posters.
* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Compliance
**Primary Location:** US-Utah-Sandy
**Other Locations:** US-Florida-Sunrise, US-Arizona-Phoenix, US-New York-New York
**Schedule** Full-time
**Req ID:** 25005234
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorganchase Job In Salt Lake City, UT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Part Time Associate Banker Salt Lake Central (30 hours)
Jpmorganchase Job In Salt Lake City, UT
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Director of Platform, Intelligence, and Innovation - Commercial Card
Salt Lake City, UT Job
About this role: The Director of Platform, Intelligence, and Innovation will be a key leader in shaping the future of our Commercial Card business, driving platform modernization, data-driven insights, automation, new product development, and strategic innovation. This leader will be responsible for advancing our technology ecosystem, optimizing data analytics capabilities, and identifying opportunities to enhance our commercial card offerings to meet evolving client needs.
The ideal candidate will have a strong background in commercial payments, new product development, data analytics, automation, and commercial card credit risk management within financial services. They will work cross-functionally to develop and execute a roadmap that enhances platform capabilities, improves decision-making through intelligence, and fosters innovation in product development and client experience.
In this role, you will:
* Manage and develop specialized teams of managers and professional individual contributors
* Analyze customer and results-oriented information
* Perform market research related to development and testing of services and products
* Identify opportunities and strategies for establishing pricing policies, distribution strategies, technical systems, and customer requirements
* Manage companywide efforts to align and coordinate distribution channels, systems requirements, product introduction, marketing, training, and ongoing product and service management
* Lead teams by making strategic decisions to resolve highly complex, unique, and critical product line issues to meet deliverables
* Interpret and develop range of new products or product lines and product life cycle management for functions with moderate to high complexity and risk
* Collaborate with and influence stakeholders, subject matter experts, project managers, and experienced leaders
* Manage allocation of people and financial resources for Product Management
* Develop and guide a culture of talent development to meet business objectives and strategy
Platform Strategy & Modernization
* Lead the strategy and execution of platform modernization efforts to enhance the scalability, security, and efficiency of our commercial card infrastructure.
* Partner with technology teams to define and implement enhancements that improve user experience, API connectivity, and integration with corporate treasury platforms.
* Drive automation and digitization initiatives to streamline internal processes, optimize operational efficiencies, and enhance the customer experience.
Intelligence, Data-Driven Insights & Credit Risk Management
* Develop and execute a strategy for leveraging data analytics, AI, and machine learning to improve portfolio performance, customer insights, risk assessment, and credit decisioning.
* Partner with finance, risk, and product teams to design and implement data models that support dynamic pricing, spend analytics, and credit risk evaluation.
* Establish key performance indicators (KPIs) to measure business impact and inform strategic decision-making.
* Work closely with credit risk management teams to enhance underwriting strategies, risk monitoring, and credit policies for commercial card clients.
New Product Development & Innovation
* Lead the end-to-end development of new commercial card products and features, from ideation to market launch.
* Identify emerging trends, technologies, and partnerships that can enhance the commercial card value proposition.
* Collaborate with FinTechs, networks, and industry partners to drive differentiated solutions and new revenue opportunities.
* Lead the development of pilot programs, proof-of-concepts, and innovation initiatives to test and scale new capabilities.
Required Qualifications:
* 10+ years of experience in commercial payments, new product development, financial services technology, data analytics, and credit risk management.
* Deep understanding of commercial card platforms, automation, data analytics, underwriting strategies, and digital transformation in banking.
* Proven track record of leading technology initiatives, data-driven decision-making, and innovation in a complex environment.
* Experience working with APIs, AI, machine learning, automation technologies, and digital payment solutions is a plus.
Desired Qualifications:
* Advanced degree preferred
Job Expectations:
* Ability to work on-site at approved location at least three days a week
* This position is not eligible for Visa sponsorship
San Francisco Pay Range: $173,300-$359,000.00 yearly
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$173,300.00 - $359,900.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
10 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Software Engineer III-(C/C++) - Neovest
Jpmorganchase Job In Orem, UT
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Commercial & Investment Bank, Neovest Technology Direct, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job Responsibilities:
Execute software solutions, including design, development, and technical troubleshooting, with the ability to think beyond conventional approaches to build solutions or resolve technical problems.
Create secure and high-quality production code and maintain algorithms that run synchronously with appropriate systems.
Produce architecture and design artifacts for complex applications, ensuring that design constraints are met by the software code development.
Gather, analyze, synthesize, and develop visualizations and reports from large, diverse data sets to continuously improve software applications and systems.
Proactively identify hidden problems and patterns in data, using these insights to drive improvements in coding hygiene and system architecture.
Develop and test C++ applications for both Linux and Windows environments.
Collaborate with a team to design and develop complex back-end applications.
Maintain and improve legacy codebases.
Required Qualifications, Capabilities, and Skills:
Formal training or certification in software engineering concepts with 3+ years of applied experience.
Hands-on practical experience in system design, application development, testing, and operational stability.
Advanced proficiency in C++ development.
Basic knowledge of C++ libraries (e.g., Boost, Abseil).
Experience in Linux system development.
Experience with unit testing.
Proficiency in SQL.
Experience in developing, debugging, and maintaining code in a large corporate environment using modern programming languages and database querying languages.
Overall knowledge of the Software Development Life Cycle (SDLC).
Solid understanding of agile methodologies, including CI/CD, application resiliency, and security.
Experience in low-level multi-threaded development.
Preferred Qualifications, Capabilities, and Skills:
Eagerness to learn new technologies and methodologies.
Exposure to cloud technologies.
Willingness to work with legacy code.
Experience with Java and/or C#.
Flexibility to pivot priorities as needed.
System thinker with an understanding of the breadth and impact of changes.
Experience with handling large amounts of streaming data.
2026 Global Private Bank Advisor Program (Summer Analyst) - US Private Bank
Jpmorgan Chase & Co Job In Salt Lake City, UT
JobID: 210586255 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; Long Island City,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; 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
2026 Global Private Bank Advisor Program (SUMMER Analyst) - USPB
Short Description
Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant: Expected graduation 2027
Posting Description
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
* Graduation date of December 2026 through June 2027
* Attend college/university in the U.S.
* Highly driven person who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Ability to thrive in a fast-paced, collaborative environment
* Highly inquisitive, focused and pro-active
* Good judgment and discretion when working with confidential information
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
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Tampa, FL
Tulsa, OK
Washington D.C.
Westlake Village, CA
JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria.
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.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
Small Business Administration Solutions Consultant Senior
Jpmorgan Chase Job In Salt Lake City, UT
You will support initiatives and execute ongoing processes that will allow Small Business Solutions Business Banking serves the needs of businesses with $1 million to $20 million in revenue. A role as a Small Business Administration Solutions Consultant Senior is for you.
As a Small Business Administration Solutions Consultant Senior within our Business Banking team, you will provide critical and strategic Small Business Administration product expertise to our Business Relationship Managers. You will serve as a subject matter expert in business development, formulating strategies to enhance and expand the Small Business Administration's portfolio. You will work closely with clients and prospects, achieving targets for assigned markets while adhering to risk protocols and best business practices. You will also structure and price loans for clients in accordance with bank policies and government regulations. Your role will involve educating our team on identifying Small Business Administration loan opportunities and maintaining up-to-date knowledge of our Credit Policy and Small Business Administration Standard Operating Procedures.\"
**Job Responsibilities**
+ Act in a business development capacity as the subject matter expert to identify steps/strategies necessary to develop the Small Business Administration portfolio including development of referral sources and joint calling with Business Relationship Managers on clients and prospects; achievement of targets for assigned markets while following appropriate risk protocols and best business practices and maintaining client satisfaction.
+ Identify client needs, develop client solutions, and partner with other product groups or lines of business when client needs dictate
+ Structure and price loans for clients adhering to bank policies and government regulations
+ Act as primary point of client contact during the eligibility phase of the process which can include obtaining critical documentation
+ Educate Business Relationship Managers and Chase partners on how to identify Small Business Administration loan opportunities by providing product information, eligibility requirements and coaching
+ Develop and maintain relationships with Small Business Administration District Offices and Certified Development Companies
+ Maintain up-to-date knowledge of Chase Credit Policy and Small Business Administration Standard Operating Procedures. Engage in outreach to women, minority and veteran owned businesses
**Required Qualifications, Capabilities, and Skills**
+ Seven or more years of relationship development experience in commercial/business banking
+ Two or more years of Small Business Administration lending experience
+ Bachelor's Degree in Finance, Marketing or related business field or equivalent work experience
+ Working knowledge and understanding of Small Business Administration products along with industry standards and rules/regulations
+ Strong communication skills with individuals at all levels, internally and externally
+ Proven negotiating and business credit skills
+ Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals
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
Part Time (30 Hours) Associate Banker, Ogden Branch, Ogden, UT
Jpmorgan Chase Job In Ogden, UT
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
**Job responsibilities**
+ Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
+ Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
+ Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
+ Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
+ Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
+ Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
**Required qualifications, capabilities, and skills**
+ 6+ months of customer service experience
+ High school diploma or GED equivalent
**Preferred qualifications, capabilities, and skills**
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
+ Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
+ Strong desire and ability to influence, educate, and connect customers to technology
+ Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Part time Associate Banker (30 Hours) Wall & 12th, Ogden, UT, Rocky Mountains
Jpmorganchase Job In Ogden, UT
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience