Responsibilities

• Deliver exceptional experiences to clients, community members, and stakeholders by embodying our company values in every interaction.
• Build and maintain strong community partnerships with nonprofits, local leaders, and businesses; meeting regularly engaging to understand needs, plan joint activities, and measure progress toward shared goals.
• Develop and execute an annual territory plan aligned with priority customer segments and firmwide initiatives, translating strategy into clear actionable priorities and measurable outcomes.
• Design and deliver outreach programs that build trust, strengthen relationships, and provide financial education for individuals, families, and business owners.
• Plan and manage a community engagement calendar with a variety of events and workshop formats to keep engagement strong and drive impact.
• Lead (or co-lead) financial health workshops and events, sharing practical guidance and connecting people to the right Chase experts and solutions.
• Manage events from start to finish—promotion, registration, logistics, event-day execution, and follow-up—ensuring a smooth, organized, and supportive for attendees.
• Collaborate across One Chase and One JPMorganChase (Branch Banking Leadership and teams, Home Lending, Business and Commercial Banking, and JPMorgan) to align goals, coordinate resources, and maximize local impact, including customer engagement and referrals.
• Gather feedback and share results with local and national partners to improve programs and strengthen community engagement.
• Adhere to budget, risk, and compliance requirements by using approved tools and procedures and meeting line-of-business and firmwide standards.

Requirements

• Proven leadership experience with the ability to influence across the firm and in the community.
• Strong event coordination, project management, and organizational skills.
• Ability to build authentic relationships with clients, partners, and community contacts.
• Executive presence and strong presentation skills in both small and large group settings; with delivery in virtual, in-person and hybrid formats.
• Self-starter with a proactive approach, excellent time management, and a passion for making a difference.
• Strategic, analytical, and independent problem-solving skills.
• Demonstrated ability to discover needs and connect clients and business owners to the right resources.
• This role requires the ability to travel as needed for in-person community engagement, training, and business meetings.
• Dodd Frank and SAFE Act qualification requirements for Loan Originators. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including review of criminal conviction history, credit report, NMLS information, and other factors; a felony conviction within the last seven years will disqualify.
• National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; upon active employment, you will be required to register or update your NMLS record and comply with annual renewal and updates.

Preferred

• Bilingual language skills are preferred.

Benefits

• Chase offers a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Some 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.