Card Portfolio Risk Strategy Lead
JPMorgan Chase & Co.
**
Washington, DC
Posted about 18 hours ago
JobID: 210708635
Category: Credit Risk
JobSchedule: Full time
Posted Date: 2026-02-17T18:10:29+00:00
JobShift: Day
Base Pay/Salary: Washington,DC $140,600.00-$220,000.00; New York,NY $140,600.00-$220,000.00
Chase Card Services is the leading credit card issuer in the U.S. With over $1 trillion in sales volume, we have been #1 in the industry since 2017. We have also been #1 in outstandings (loans) for more than 10 years and lead in top-of-wallet market share.
Job Description:
As the Vice President for Card Portfolio Risk Strategy you will be responsible for developing, managing, and overseeing portfolio risk strategies in the newly created 1st line credit function within the Card Credit Decisioning Unit (CDU).
You will play a key role in managing the exposure and risk appetite for the Card business. You will directly engage with product General Managers (GMs) to proactively identify trends, remediate risks, ensure continued health of the business, and profitably pursue opportunities to deepen relationships with existing customers through strategic line management. Additionally, you will develop risk management strategies in partnership with the Credit Risk organization in the second line of defense. This role requires deep analytical expertise, regulatory knowledge, and collaboration with internal teams to balance risk and growth.
Job Responsibilities:
• Define the Credit Box in partnership with Product GM's, Finance and the second line of defense Credit Risk team
• Partner closely with product and risk teams in assessing new expansion opportunities. Define an execution plan for new credit opportunities
• Set up reviews and processes to ensure we are executing well on our credit assumptions
• Partner with risk strategies in defining variables that would be included in new credit models and interface with the modeling team on the modeling suite and roadmap
• Recruit and develop high performing talent to staff the CDU
• Develop and implement metrics to track performance. Lead the report outs for performance monitoring to senior leadership
• Contribute to Policy & Strategy Development including helping to shape credit policies and risk management frameworks
• Maintain a strong regulatory and controls environment
• Collaborate across stakeholders in business lines (e.g., risk, underwriting, legal, finance) to balance growth and risk
Required qualifications, skills and capabilities:
• A Bachelor's Degree in finance, business administration, or a related field is required
• 7+ years of relevant experience in direct to consumer lending, originations, and/or retail credit experience at a complex large-scale financial services business
• Ability to evaluate and manage credit risk effectively; Strong judgement in approving or recommending credit policy
• Exceptional quantitative and qualitative finance and analytical skills
• Demonstrated strategic thinking and execution skills; insight and ability to proactively identify opportunities to innovate and improve the business
• Proven experience in collaborating across teams and lines of business within large organizations
• Experience with executive-level presentation materials and briefings
• A high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
Branch Manager - Maryland West Market - Bethesda, Maryland | Bethesda, MD, USA
JPMorgan Chase & Co.
**
Bethesda, MD
Posted about 18 hours ago
Branch Manager - Maryland West Market - Bethesda, Maryland
Job Description
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
• Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
• Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
• Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
• Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
• Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
• Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
• Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
• You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
• You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
• You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
• You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
• You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
• You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
• You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
• You have a high school degree, GED, or foreign equivalent.
• You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
• You have a college degree or military equivalent.
Training and Travel Requirement
• You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager.
• You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
Dodd Frank and Safe Act:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About Us
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
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Part Time (30 Hours) Associate Banker, Tenleytown Branch, Washington, DC | Washington D.C., DC, USA
JPMorgan Chase & Co.
**
Washington, DC
Posted about 18 hours ago
Part Time (30 Hours) Associate Banker, Tenleytown Branch, Washington, DC
Job Description
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
• Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
• Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
• Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
• Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
• Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
• Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
• Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
• Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
• Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
• Ability to quickly and accurately learn products, services, and procedures.
• Client service experience or comparable experience.
• High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
• Strong desire and ability to influence, educate, and connect customers to technology solutions.
• Cash handling experience.
About Us
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
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Insider Threat Associate
JPMorgan Chase & Co.
**
Washington, DC
Posted about 18 hours ago
JobID: 210702991
Category: Strategy
JobSchedule: Full time
Posted Date: 2026-02-13T14:07:13+00:00
JobShift:
Base Pay/Salary: Jersey City, NJ $85,500.00-$115,000.00 Washington, DC $85,500.00-$115,000.00 New York, NY $85,500.00-$115,000.00
Within GS, the Insider Threat team is responsible for identifying potential threats against the firm and its workforce from internal actors and developing strategies to mitigate those threats to protect the firm's reputation, workforce, clients, and assets. The Insider Threat program is one of the enterprise-wide initiatives of strategic importance to GS and JPMC senior leadership. Its mission is to support firm-wide efforts through data-driven identification, analysis, research, and mitigation of insider threats.
As an Insider Threats Associate within the Insider Threats Team, you will be responsible for defining, detecting, and analyzing behavioral and technical indicators to assess risks and potential threats to the firm. You will lead the triage of insider incidents, produce insider context analyses and risk assessments, and develop and deliver cutting-edge enterprise-wide solutions for the detection and mitigation of insider threats. You must be a highly motivated team member with strong interpersonal and technical skills, capable of working effectively amidst ambiguity and adjusting workload to meet evolving priorities. You should be comfortable operating in a fast-paced environment while collaborating with a diverse set of stakeholders and decision-makers.
Job Responsibilities
• Executing day-to-day operations and critical strategic deliverables in accordance with legal and privacy requirements and expectations.
• Work as part of the team of analysts conducting triage of events generated by detection use cases, producing contextual data-driven analyses of insider incidents, risk analyses, and threat assessments.
• Facilitate the referral of anomalous and suspicious activity for investigation, escalation of critical information to Subject Matter Experts (SMEs), and cross-functional coordination of mitigation strategies.
• Monitor internal and external intelligence sources for notable insider events and contribute to topological analyses of insider incidents as an assessment of risk and response actions,
• Provide SME-level support on insider threat matters leveraging knowledge of insider threats, cyber security, and counterintelligence.
• Communicate complex problem sets in succinct and clear manner that is understandable to a variety of stakeholders audience.
• Support compliance in strengthening the firm-wide control environment.
Required qualifications, capabilities and skills
• 3+ years of work experience supporting an insider risk/threat program
• Direct experience performing analytical and/or investigative work as an analyst/senior analyst in industry or government.
• Experience in assessing complex threats, scoping and developing mitigation strategies in coordination with cross-disciplinary global teams.
• Undergraduate degree related to Intelligence Studies, Forensic Science, Security Studies, Computer Science, Cybersecurity, Data Analysis, or a related field.
• Experience conducting risk assessments and in-depth multi-source research on threat actors, tactics, techniques, and emerging trends to inform risk scenarios.
• Experience evaluating control environments and developing mitigation strategies as a solution to control gaps.
• Strong interpersonal skills, written and verbal communication, and experience with executive level briefing.
• Ability to think independently, creative problem-solving abilities and a passion for experimenting and developing new innovative solutions to complex problems.
• Experience implementing and managing workstreams, facilitating stakeholder engagement, issue management, and managing timely on-budget delivery of executables.
• Proficiency with MS Office suite.
Preferred qualifications, capabilities and skills
• Experience in or knowledge of the private sector including but not limited to the financial industry
• Insider Threat (e.g. CERT courses, CCITP, GCITP, FIAT, etc.), Counterintelligence, analytical and/or security tradecraft training and certifications
• Behavioral Science/ Behavioral Analysis/Behavioral Threat Assessment experience or training
• Experience with insider threat technical solutions and data analytics platforms including but not limited to User Activity Monitoring (UAM) and User Behavior Analytics (UBA) principles and tools, rules and policy engines
• Experience with SQL, data query, analytical tools and visualizations
Product Manager [Multiple Positions Available]
JPMorgan Chase
**
Washington, DC
Posted about 18 hours ago
Product Management Position
Duties : Develop strong functional and technical understanding of Branded Card product family, technology platforms, operations and servicing, to assist in the delivery of technology solutions. Develop strong partnerships with the Area Product owners and cross functional stakeholders to develop a robust product roadmap. Write user stories and contribute to the work in the team(s) sprints. Coordinate and communicate sprint, testing and implementation schedules. Comprehend card product platforms with UI's, API's, Services and data driven insights. Identify potential roadblocks and develop recommendations to address for delivery issues, change requests, pre-release QA and production issues. Monitor product performance and industry assessments to assist in reporting, dashboards, stakeholder reviews and best practices.
Qualifications : Minimum education and experience required : Master's degree in Applied Computer Science, Business Administration, Marketing, Finance or in a related field of study plus 3 years (36 months) of experience in the job offered or as Product Manager, Senior Testing Analyst Associate, QA Tester, Associate- Projects, or in a related occupation. The employer will alternatively accept a Bachelor's degree in Applied Computer Science, Business Administration, Marketing, Finance or in a related field of study plus 5 years (60 months) of experience in the job offered or as Product Manager, Senior Testing Analyst Associate, QA Tester, Associate- Projects, or in a related occupation.
Skills Required : This position requires experience with the following : Delivering large and complex initiatives across multiple functional and product groups in a high demand environment leveraging both the Agile and Waterfall methodologies; Performing analysis on the Architecture developed on the AWS platform and interact with technical teams to implement the solution based on the architecture; Leveraging Agile project management methodologies, including use of agile project management tools like Jira, Jira Align and Confluence; Documenting and delivering comprehensive, high-quality Business Requirements and runs joint application development (JAD) sessions among the products and tech teams to implement the Feature(s); Documenting the customer journey and identify ways to improve customer pain points based on process optimization, technology, change management, and / or communication; Leveraging deep understanding of how to get a product off the ground, guides the launch of products, gathers crucial feedback, and ensure seamless client experiences; Managing product life cycle activities for assigned initiatives including discovery, ideation, strategic development, requirements definition, and value management; Ensuring high-quality output and artifacts for design, development, test architecture, and UX design by leveraging standard methodologies including requirements, quick reads and testing acceptance criteria leveraging Gherkhen format; Using Platform Ul's, API's, and data analytics to effectively deliver products and experiences to support the customer card journey; and Partnering with Design, Technology, Data, Operations and Servicing for resourcing, controls, readiness, and delivery via Platform Ul's, API's and Data Analytics to deliver products and experiences to support the customer card journey.
Job Location : 201 N Walnut Street, Wilmington, DE 19801.
Chase Card Acquisitions - Credit Strategy Officer - Managing Director
JPMorgan Chase & Co.
**
Washington, DC
Posted about 18 hours ago
JobID: 210707952
Category: Credit Risk
JobSchedule: Full time
Posted Date: 2026-02-02T19:53:32+00:00
JobShift:
Base Pay/Salary: New York,NY $237,500.00-$450,000.00; Washington,DC $237,500.00-$450,000.00
As the Managing Director for Card Acquisitions Risk Strategy you will be responsible for developing, managing, and overseeing the newly created 1st line credit function across credit segments within the Card Credit Decisioning Unit (CDU). You will report to the Senior Credit Strategy Officer for Card and Connected Commerce who leads the Card CDU.
You will play a key role in managing the risk appetite for the Card business. You will directly engage with Card Presidents and product General Managers (GMs) to proactively identify trends, remediate risks, ensure continued health of the business, and pursue business growth. Additionally, you will develop risk management strategies in partnership with the Credit Risk organization in the second line of defense which includes underwriting policies and management of risk-taking activities. This role requires deep analytical expertise, regulatory knowledge, and collaboration with internal teams to balance risk and growth.
Job Responsibilities:
• Define the Credit Box in partnership with Card Presidents, Product GM's, Finance and the second line of defense Credit Risk team
• Partner closely with product and risk teams in assessing new credit opportunities. Define an execution plan for new credit opportunities
• Set up reviews and processes to ensure we are executing well on our credit box assumptions
• Partner with risk strategies in defining variables that would be included in new credit models and interface with the modeling team on the acquisitions modeling suite and roadmap
• Recruit and develop high performing talent to staff the CDU
• Develop and implement metrics to track acquisitions performance. Lead the report outs for performance monitoring to senior leadership
• Contribute to Policy & Strategy Development including helping to shape credit policies, underwriting standards, and risk management frameworks
• Maintain a strong regulatory and controls environment
• Collaborate across stakeholders in business lines (e.g., risk, underwriting, legal, finance) to balance growth and risk
Required qualifications, skills and capabilities:
• A Bachelor's Degree in finance, business administration, or a related field is required
• 15+ years of relevant experience in direct to consumer lending, originations, and/or retail credit experience at a complex large-scale financial services business
• Ability to evaluate and manage credit risk effectively; Strong judgement in approving or recommending credit transactions
• Exceptional quantitative and qualitative finance and analytical skills
• Demonstrated strategic thinking and execution skills; insight and ability to proactively identify opportunities to innovate and improve the business
• Exceptional people leadership, relationship development and negotiating skills; ability to earn respect and trust among internal and external business partners and team members
• Proven experience in collaborating across teams and lines of business within large organizations
• Strong proficiency with executive-level presentation materials and briefings, and the ability to simplify complex subject matter into digestible executive communications
• A high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Excellent analytical skills with the ability to leverage data and anecdotal feedback to structure complex problems and make decisions
• Demonstrated career of successful program implementations
Senior Implementation & Travel Expense Consultant, Chase Travel Consulting Services
JPMorgan Chase & Co.
**
Washington, DC
Posted about 18 hours ago
JobID: 210685230
Category: Travel Management
JobSchedule: Full time
Posted Date: 2026-01-23T18:18:19+00:00
JobShift:
Base Pay/Salary: NY $65,600.00-$119,500.00; NJ $65,600.00-$119,500.00; CT $72,900.00-$119,500.00; RI $72,900.00-$109,200.00; Washington,DC $82,700.00-$119,500.00; IL $65,600.00-$109,200.00; MD $72,900.00-$119,500.00; MN $65,600.00-$109,200.00; CO $65,600.00-$109,200.00; WA $77,968.80-$119,500.00; CA $68,640.00-$119,500.00; HI $72,900.00-$109,200.00; NV $65,600.00-$101,600.00
Join a dynamic team at the forefront of payment, expense, and invoice innovation. At Chase Travel Consulting Services, we empower our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and resourceful, this is your opportunity to make a meaningful impact.
As a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel's best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will partner in ongoing client support, leveraging your business acumen and product expertise to assess strategies, identify opportunities, and develop roadmaps. Your role will involve obtaining knowledge of policy structure and strategic imperatives to implement new payment solutions and programs, as well as partnering in program management. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations.
Established as TCG Consulting, Chase Travel Consulting Services offers a suite of flexible services to bring organization's travel program to the next level. Our decades of experience combined with our patented TCO-TMPE approach enable organizations to achieve scalable alignment to broader company goals. Operationally, the Total Cost of Ownership for Travel, Meetings, Payment & Expense approach enables increased spend under management, capturing all sources of program cost and yielding scalable savings and revenue opportunities.
Job Responsibilities
• Collaborate with clients & other departments to craft domestic or global functional design requirements and translate these into application solutions
• Translate and communicate client technical product needs to internal and external partners
• Advise clients on best practices and industry standards. Ability to "sell" clients on best practice standards during design phases
• Evaluate client business processes to determine ideal services and/or support required
• Recognize business process inefficiencies and provide recommendations for improvements
• Assist client with communication plans and training materials
• Conduct and validate process and needs assessments to perform tailored and effective product demonstrations either remotely or on-site at a prospect's location
• Configure new software implementations or optimization changes
• Assist with responses to requests for proposals (RFP's)
• Travel onsite to clients as requested
Required qualifications, capabilities, and skills
• Bachelor's degree (or higher degree) required with emphasis on financial analysis, accounting, computer science, business analysis or similar field or equivalent work experience
• Relevant work experience in Expense Management System (EMS) implementations, expense processing, accounts payable or consulting
• Project Management experience specifically on implementation teams
• Proven track record of delivering results and practical project management techniques
• Working knowledge of various expense management systems (Concur, Chrome River, Coupa, Workday, Oracle)
• Working knowledge of various invoice management systems (Ariba, Concur, Chrome River, Coupa
• Well organized, highly motivated, process driven and results-oriented with the ability to balance priorities, work under pressure and assume responsibility in a multi-tasking environment
• Ability to work independently, capable of handling multiple projects, and deadlines simultaneously
• Strong interpersonal, customer service, and written and verbal communication skills
• Effective and efficient skills using Microsoft Office tools especially Word, Excel, PowerPoint
• Proficiency and experience reviewing, analyzing, and reconciling data with a strong attention to detail
Preferred qualifications, capabilities, and skills
• Successfully manage competing priorities and expectations
• Ability to quickly adapt to changing ideas and priorities
• Strong self-direction in managing day-to-day priorities and assisting Associates in required daily tasks
• Strong sense of project ownership and time management
• Able to multi-task as needed to meet daily work and project deadline
• Able to reach beyond internal networks to expand and leverage industry data and insights
• Flexible work environment to adapt to global client requirements
Relationship Banker - Oxon Hill Branch (New Build) - Oxon Hill, Maryland
JPMorgan Chase
**
Alexandria, VA
Posted about 18 hours ago
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending ActThis 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default ABOUT USChase 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 ABOUT THE TEAMOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Senior Home Lending Advisor
JPMorgan Chase & Co.
**
Fredericksburg, VA
Posted about 2 months ago
Career Summary
We are seeking a motivated Senior Home Lending Advisor to join our team at Chase Home Lending. As a key point of contact for customers throughout the life of their loan, you will leverage your exceptional knowledge and understanding of home lending products to drive sales growth.
The ideal candidate will have 3+ years of mortgage lending experience with proven sales skills in retail banking, as well as excellent communication skills both written and oral.,
Key Responsibilities:
• Coaches and mentors branch teams by providing training on products.
• Collaborates with bankers to meet customer needs.
• Maintains strong relationships with assigned branches to promote mortgage loan originations.
Middle Market Banking
JPMorgan Chase
**
Washington, DC
Posted about 2 months ago
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Business Development Officer (BDO) is for you.
Overview
As a Business Development Officer within the Middle Market Banking team, you will be leading national business development initiatives for the Aerospace, Defense, and Government Services sectors under the guidance of the National Head for Business Development. Your role will involve generating high-quality sales leads for middle market bankers by engaging prospective clients in meaningful dialogue about their banking needs and identifying opportunities to create mutually-beneficial relationships. You will collaborate with local market teams to foster a persistent, productive relationship that supports regional business development needs. Your disciplined, creative, and persistent approach will be crucial in gaining access to Middle Market decision makers, enabling potential revenue opportunities through in-person meetings and connections to the banking team.
Responsibilities
• Research prospects to determine optimal points of contact, stay abreast of key events influencing banking needs, and formulate a strategic approach to win new relationships for the Commercial Bank
• Employ a myriad of tactics such as cold-calls, emails, event invitations, and targeted marketing campaigns to establish and maintain contact quarterly with a portfolio of 800-1,000 prospects
• Develop relationships with qualified prospects with $20MM – $100MM in sales in assigned markets and identify opportunities to introduce bankers as appropriate
• Pursue broad and ongoing Commercial Bank product education to remain conversant in the features and benefits of our full suite of offerings including treasury, credit, retirement planning, investment banking, and more
• Align closely with partners across the firm to appropriately prioritize prospects, share best practices, leverage competitive intelligence, and evolve strategy as needed
• Maintain thorough records of our activities with each prospect to ensure fluidity of communication with multiple touch points across the bank
Required Qualifications, Capabilities and Skills
• 5 years in sales or business development within the financial services industry
• Business-to-business sales experience
• Strong interpersonal and communication skills, particularly over the phone and in writing
• Comfort establishing relationships via phone and email
• Highly proactive, persistent, tenacious, nimble, and creative
• Ability to travel to markets and sales meetings, as appropriate
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
Washington,DC $95,000.00 – $170,000.00 / year
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Senior Home Lending Advisor
JPMorgan Chase & Co.
**
Fredericksburg, VA
Posted about 18 hours ago
Career Summary
We are seeking a motivated Senior Home Lending Advisor to join our team at Chase Home Lending. As a key point of contact for customers throughout the life of their loan, you will leverage your exceptional knowledge and understanding of home lending products to drive sales growth.
The ideal candidate will have 3+ years of mortgage lending experience with proven sales skills in retail banking, as well as excellent communication skills both written and oral.,
Key Responsibilities:
• Coaches and mentors branch teams by providing training on products.
• Collaborates with bankers to meet customer needs.
• Maintains strong relationships with assigned branches to promote mortgage loan originations.
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