Vigilant coordination with client instructions to facilitate Asset Servicing optimization strategy. Engage with front office, middle office, settlements, cash management, custodians, etc. to proactively manage the risk of high-profile corporate...
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...
Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture. Engages clients as they enter...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
Vigilant coordination with client instructions to facilitate Asset Servicing optimization strategy. Engage with front office, middle office, settlements, cash management, custodians, etc. to proactively manage the risk of high-profile corporate...