Account Manager-Specialized Services

Welcome to Chase Bank! We are a leading financial institution with a strong commitment to providing our clients with exceptional service and personalized solutions. We are currently seeking a highly motivated and experienced Account Manager for our Specialized Services division. In this role, you will have the opportunity to work closely with our clients, developing and implementing tailored financial strategies to help them achieve their goals. Our ideal candidate is a driven and customer-focused individual with a strong background in financial services. If you thrive in a fast-paced and dynamic environment and are passionate about delivering top-notch service, we would love to hear from you.

Develop and maintain strong relationships with clients in the Specialized Services division.
Assess clients' financial needs and goals and create customized strategies to help them achieve their objectives.
Proactively identify opportunities to upsell and cross-sell financial services to clients.
Provide exceptional customer service by promptly responding to client inquiries and resolving issues.
Stay updated on industry trends and changes in financial regulations to ensure compliance and provide informed advice to clients.
Collaborate with internal teams such as investment advisors and wealth management professionals to deliver comprehensive solutions for clients.
Monitor clients' financial portfolios and make necessary adjustments to ensure their goals are being met.
Achieve sales targets and contribute to the overall growth and success of the Specialized Services division.
Maintain accurate and detailed records of client interactions and transactions.
Continuously develop and enhance knowledge of financial products and services offered by Chase Bank.

Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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