Finance & Business Management

Consumer & Community Banking (CCB) serves 50 million customers with a broad range of consumer financial services, including personal banking, investment advice, small business lending, mortgages, credit cards, payments and auto financing. Our 160,000 employees serve our customers by following Chase's Five Keys to a great customer experience. 

As a Finance & Business Management Senior Associate on the Consumer Banking Finance and Business Management team, you will be responsible for optimizing business performance by helping to drive key initiatives.   You will act as a trusted advisor and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks.  Each team serves as strategic business partners to the firm’s Divisional Directors, Regional Directors and Market Directors who lead the Chase Retail Financial Services network.  If you are a highly motivated individual and interested in providing Finance and Business Management support within their aligned division, please apply today.  You will support both the divisional and regional business managers as they provide the field leadership with insights into the territory’s performance, such as D&I balance growth, customer experience, client outreach, and field staff (e.g., branch manager, banker, advisor) performance.

Job Responsibilities:

• Support the divisional and regional business managers through reporting, analysis, and deep dives into results, as needed with the focus to understand and optimize results
• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Communicate effectively with key business partners to understand projects and drive next steps
• Manage projects and deliver key work streams and tasks
• Prepare Divisional and regional business review packages
• Develop deep knowledge to become the team’s subject matter expert on key focus areas
• Participate in and support ad-hoc special projects and requests as needed
• Contribute to divisional / national initiatives (includes owning and driving certain projects on divisional / national level)

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Accounting, Finance, Economics, or related discipline
• 4+ years of relevant Financial Services experience
• Knowledge and understanding of financial principles and ability to link results to activities 
• Excellent verbal and written communication skills
• Strong analytical and organizational skills; ability to manage multiple (and changing) concurrent project deliverables 
• Ability to work collaboratively and develop strong relationships across the organization
• Strong follow-through, initiative, and sense of urgency
• Proficiency in Microsoft Office and other financial applications
• Must be results-oriented and focused on the delivery of solutions, with superior attention to detail

• Some travel may be required

  
  

Preferred Qualifications, Capabilities, and Skills:

• Experience with Tableau or Databricks a plus
• Overall branch knowledge and base knowledge of Retail Banking Financial Systems 

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