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Basic Qualifications:High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
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Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.
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2 years of Experience in banking regulatory compliance, legal, or financial services consulting. Bachelor's Degree from an accredited university in Business, Finance, or related field OR, in lieu of a bachelor's degree, a High School Diploma or GED and 6 years of Risk Management or other related experience in the Financial Services Industry.
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Business Deposit Services includes customers within Title Escrow, Corporate Escrow, 1031 Exchange, Taft Hartley Labor Management (Unions), Financial Institutions (correspondent banking), Municipal, Non Profit and Third Party Processing sectors.
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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.
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Over 12 years of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity. Deliver on Private Equity focused initiatives (Interim Management Roles, Liquidity Management, Business Transformation, Performance Improvement, and Accounting Remediation.
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We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
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Has proven success in consultative sales in financial services or in business-to-business sales. Thorough knowledge of small business financial products and services.
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Our business ramges in investment banking, securities, investment management and wealth management capabilities from over 90 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong and Tel Aviv.
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Many people (50 percent) find their calling in financial services after working in other industries. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.
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Minimum of 1 years’ experience in investment banking, private equity, or transaction services. Providing analytical, due diligence and transactional support for M&A, capital raising, restructuring, and other business assignments.
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