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.
Bachelor's Degree In Finance, Business, Or A Related Field.
Minimum Of 3 Years Experience In Sales Or Account Management In The Financial Services Industry.
Strong Understanding Of Specialized Services, Such As Wealth Management, Investment Banking, Or Commercial Banking.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Proven Track Record Of Meeting And Exceeding Sales Targets, With A Strong Focus On Customer Satisfaction And Retention.
Financial Analysis
Communication Skills
Time Management
Product knowledge
Negotiation
Relationship Management
Team Leadership
Risk assessment
Client Relations
Problem-Solving
Sales Strategy
Cross-Selling
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Account Manager-Specialized Services in Plano, TX, USA is $50,000 - $70,000 per year. However, this can vary depending on factors such as experience, skills, and the specific company or industry the Account Manager works in. Additionally, bonuses and commissions may also be included in the overall compensation package for an Account Manager-Specialized Services in Plano, TX.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.
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