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Private Client Banker - Hillsborough jobs at Jpmorgan in United States, Tampa

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50 jobs found
18.09.2025
JPM

JPMorgan Relationship Banker - Hillsborough Tampa United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
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...
Description:
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.
  • Fluent in Spanish and English
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
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:
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18.09.2025
JPM

JPMorgan Client Onboarding Implementation Associate United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
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...
Description:
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:
FEDERAL DEPOSIT INSURANCE ACT:
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17.09.2025
JPM

JPMorgan Part Time Hours Associate Banker Hanley Waters United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
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...
Description:
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.
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09.09.2025
JPM

JPMorgan Business Solutions Banker - Government United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Deliver an outstanding experience to Business Banking government clients through providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses, upon request. Maintain a portfolio...
Description:

As a Business Solutions Banker-Government (BSB-G) in Business Banking, you’ll be helping to improve the well-being of our government clients by providing exceptional client experience and education. You will manage an assigned portfolio of government clients and work to build relationships, with a focus on client experience and risk management.

Job Responsibilities

  • Deliver an outstanding experience to Business Banking government clients through providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses, upon request
  • Maintain a portfolio of 315-385 clients and be the expert for government clients by cultivating relationships to ensure a seamless client experience and have working knowledge to support requirements
  • Manage the client experience end-to-end and address inquiries received via email or phone call from government clients to assist with their banking needs
  • Engage with clients remotely through Zoom, phone, and screen share tools to educate, guide, and assist clients with Chase online systems
  • Use knowledge of banking, risk management, and industry trends to serve government clients while working within risk parameters that protect the bank and maintain compliance with all government legislature
  • Understand and recommend ways to keep government clients’ funds and accounts protected, including advising on Chase Cash Management Credit and Cash Management products to resolve problems
  • Protect the firm by following sound risk management protocols and adhering to regulatory requirements
  • Own the survey results for all assigned clients and escalate issues that require additional assistance or resolution

Required qualifications, capabilities, and skills

  • Minimum of 1 year experience in a Business Banking Relationship Management or portfolio management role, or related business experience
  • Strong written communication and verbal communication (including over phone / Zoom calls) skills with internal and external individuals at all levels
  • Expert ability to assess current client needs and goals, and identify opportunities and issues through targeted questions in order to recommend appropriate solutions
  • Demonstrated ability to follow through with commitments, own problems on the clients’ behalf, and balance client needs with associated risks and interests of the firm
  • Ability to take initiative and develop rapport to build and maintain client relationships virtually
  • General knowledge of core business products and services including deposit, lending and cash management
  • Ability to determine priorities and maintain a balanced work approach to achieve business objectives

Preferred qualifications, capabilities, and skills

  • Bachelor’s degree in Finance or related field, or equivalent work experience preferred
  • Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
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09.09.2025
JPM

JPMorgan Client Service Analyst United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services. Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your...
Description:
As a Client Service Delivery Analyst within JPMorganChase, you will be a key player in our service center operations, providing exceptional customer service and support. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs. You will apply your knowledge of our products and services to resolve issues and enhance client relationships. Your ability to plan and manage your work, coupled with your developing skills in strategic planning, digital literacy, and process automation, will be crucial in achieving operational objectives. Your role will also involve collaborating with internal stakeholders, mitigating conflicts, all while maintaining a keen awareness of fraud prevention strategies.
Job responsibilities
  • Process client transactions accurately and efficiently, leveraging your developing knowledge of our products and services.
  • Address client inquiries and troubleshoot issues, applying your understanding of our operating procedures and your developing skills in digital literacy and process automation.
  • Participate in the end-to-end change management process, applying your beginning proficiency in change management to influence others and mitigate stakeholder impact.
Required qualifications, capabilities, and skills
  • Knowledge or equivalent expertise in customer service operations, with a focus on transaction processing and troubleshooting.
  • Demonstrated ability to establish productive working relationships with internal stakeholders, with a focus on driving mutually beneficial outcomes.
  • Experience in using problem-solving techniques to identify and resolve issues, with a focus on improving operational efficiency.
Preferred qualifications, capabilities, and skills
  • Proficient in leveraging AI/ML technologies and implementing automation tools to enhance client solutions, streamline processes, and improve efficiency.
  • Proficient in driving continuous and process improvement initiatives to ensure high-quality client experiences.
  • Developing ability to apply cultural intelligence and data & tech literacy for effective engagement with diverse clients and innovative solutions.
  • Beginning knowledge of cybersecurity best practices to protect client data, with developing skills in quantitative reporting for informed decision-making.


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08.09.2025
JPM

JPMorgan Payments Advisory Delivery - Client Solutions Manager Vice P... United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Develop and execute a cohesive strategy for content management and sales enablement across the global advisory organization. Create and maintain high-impact client and internal materials that support go-to-market efforts, aligned...
Description:

As a Vice President in the Global Payments Advisory Delivery team, you will be responsible for owning and executing the global content and sales enablement strategy, ensuring advisory insights, tools, and messaging are consistently delivered across regions and aligned to commercial goals. You will partner closely with advisory leads, marketing, commercialization, sales, product, and research & analytics teams to support scalable client engagement and enablement.

Job responsibilities

  • Develop and execute a cohesive strategy for content management and sales enablement across the global advisory organization.
  • Create and maintain high-impact client and internal materials that support go-to-market efforts, aligned with strategic advisory priorities.
  • Drive consistent branding, messaging, and communication standards across all advisory deliverables.
  • Ensure materials are easily accessible, well-organized, and usable by sales and coverage teams globally.
  • Lead knowledge-sharing and training programs to enable sales, including forums, workshops, and structured learning initiatives.
  • Coordinate the advisory team’s participation in internal and external events, ensuring content is aligned with business priorities.
  • Lead internal communication efforts to keep stakeholders informed and engaged, including newsletters and updates.
  • Collect feedback from internal stakeholders through surveys and debriefs to continuously refine materials and delivery effectiveness.
  • Implement scalable frameworks for content creation, approval, distribution, and impact tracking.
  • Collaborate with research & analytics to transform insights into actionable content and client-ready outputs.
  • Maintain oversight of internal content libraries and performance dashboards, ensuring visibility into usage and impact.

Required qualifications, capabilities and skills

  • 8+ years of experience in financial services, payments, treasury, or consulting, with a focus on content, strategy, or enablement.
  • Proven ability to develop and scale content and enablement strategies in a global, matrixed environment.
  • Strong understanding of client engagement dynamics in B2B financial services.
  • Excellent writing, communication, and storytelling skills with a focus on clarity and impact.
  • Comfortable managing complex projects and working across functions and regions.
  • Highly organized with experience implementing processes, tools, and tracking mechanisms.
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08.09.2025
JPM

JPMorgan Senior Client Service Account Associate - Latin America United States, Florida, Tampa

Limitless High-tech career opportunities - Expoint
Maintain complex and detailed diaries across multiple time zones. Liaise with internal and external stakeholders and manage the coordination and logistics of all meetings. Arrange and coordinate complicated domestic and...
Description:

Join J.P. Morgan Asset Management as Executive Assistant where you'll be responsible for providing support to the Head of Korea and immediate team. This can sometimes extend more broadly as required.

As an Executive Assistant within the Asset Management business, you will be responsible for managing your stakeholder diary and everyday needs, effectively and proactively prioritizing to ensure the team is able to seamlessly serve the needs of their clients. You will require minimal direction whilst utilizing your strong attention to detail to navigate the support for the group. You’ll be reliable and motivated, whilst demonstrating a high level of teamwork and flexibility, together with your strong problem-solving skills, confidentiality, and EQ.

You will be a strong communicator across both written and verbal skills. You will be managing a multitude of responsibilities, people and timeframes, whilst being adept across systems, policies and procedures, in a fast-paced environment.

Job responsibilities:

  • Maintain complex and detailed diaries across multiple time zones
  • Liaise with internal and external stakeholders and manage the coordination and logistics of all meetings
  • Arrange and coordinate complicated domestic and international travel, whilst maintaining T&E policies
  • Process invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
  • Produce high quality emails and messages to individuals at all levels of the organization
  • Handle regular activities without prompting, and advise in advance of any issues or delays
  • Work cooperatively with other Executive Assistants across the group, in positive partnership to support each other to work as a team
  • Lead and coordinate on ad hoc projects as requested
  • Coordinate events

Required qualifications, capabilities, and skills:

  • Minimum 8 years working as an Executive Assistant, ideally supporting at the Managing Director level (or equivalent)
  • Advanced ability to organize
  • Tact and good judgment in confidential situations, and proven experience interacting with senior management
  • Effective interpersonal, written, and oral communication skills
  • Proficiency in Microsoft Office
  • Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
  • Business/Secretarial College diploma or equivalent

Preferred qualifications, capabilities, and skills:

  • Problem-solving
  • Multi-tasking
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These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
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...
Description:
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.
  • Fluent in Spanish and English
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
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:
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