New Client Engagement Specialist

JobID: 210621623 Category: Account Service JobSchedule: Full time Posted Date: 2025-04-28T21:39:36+00:00 JobShift: : 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 * Ability 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