New Client Engagement Specialist

Job Description
Are you a dynamic professional with a passion for proactively engaging a new to bank client with the intent of discovering more about their business financal needs while actively introducing them to the industry leading financial solutions we offer? If you would excel at providing personalized assistance in onboarding new customers/prospects over the phone, working with the in-branch Small Business Specialist (SBS) to deliver a seamless handoff to Business Banking, then a role as a New Client Engagement Specialist is for you.
As a New Client Engagement Specialist in Business Banking, you will ensure new to bank Business Banking clients receive an exceptional client experience when onboarding, focusing on learning more about their businesses in order to place the client successfully within Business Banking's coverage model. You will introduce the client to Chase Business Online, our digital platform, assisting with the setup and navigation, and drive enrollment and activation of appropriate online business banking products. The New Client Engagement Specialist will be responsible for seamlessly transitioning the new client from account opening, through digital enrollment, concluding with a successful hand off in relationship coverage for future needs. You will be an integral part of the business development process and serve as a trusted partner to both the Small Business Specialist and the Business Relationship Manager (BRM)/Business Solutions Banker (BSB).
Job responsibilities

• Engage with clients over the phone in order to deliver an outstanding experience to Chase Business Banking clients as the first point of contact by proactively providing comprehensive Business Banking solutions tailored to the financial needs and circumstances of the business
• Assist new clients virtually with Chase Business Online setup and navigation ensuring immediate access to cash flow products and services
• Take a tailored approach to engaging clients by asking probing questions to gather key information in order to assist clients with enrollment and activation for appropriate business banking products. Remain curious and informed on all solutions available for a Business Banking client.
• Convey a professional, knowledgeable and confident demeanor over the phone while consulting with the client to understand the business cash flow and transaction channels to identify cash management and fraud protection services
• Serve as trusted advisor to determine the best appropriate next steps in the client experience
• Build collaborative internal relationships to develop and foster trust with assigned partners in order to be the liaison in making introductions seamless client and comprehensive
• Document , track and follow all processes and protocols accurately and timely, while protecting the firm by applying sound risk management protocols and adhering to policies, procedures and regulatory banking requirements

Required qualifications, capabilities, and skills

• 3 years experience in a client facing role
• General knowledge of Cash Management and business banking products/solutions
• Ability to determine priorities and maintain a balanced work approach to achieve business objectives
• A bility to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
• Ability to balance needs of clients with associated risks and interests of the firm
• Display professionalism in written and oral communications, both internally and externally

Preferred qualifications, capabilities, and skills

• Efficient in filtering and processing through a work flow
• Strong desire for fostering relationships and engaging with clients
• Warm personality with the approach of a teacher
• Quality and effective work while delivering superior results
• Works well independently and on a team environment
• Enjoys a challenge in a fast -paced environment while finding new solutions to tasks

About Us
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
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.