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Financial Services
Manage and grow a portfolio of 70–90 small-business clients, providing customized banking, deposit, cash-management, lending, credit, and financial solutions. Acquire new clients, develop relationships through in-person meetings, identify business and personal financial needs, coordinate referrals to specialists, and balance client service with portfolio profitability, risk management, and regulatory compliance.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
Financial Services
Manages a portfolio of small-business clients by acquiring, retaining, and advising business owners. Provides deposit, cash management, credit, and customized banking solutions; develops relationships through prospecting and in-person client meetings; identifies cross-business financial needs; manages risk and regulatory requirements; and partners with internal specialists. The role also supports branch objectives, evaluates business opportunities, and ensures strong client experiences and portfolio profitability.
Top Skills:
ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Financial Services
Leads payment solution design and adoption for clients and prospects, partnering with Sales, Product, and proposal teams. Configures tailored solutions, supports pricing and account planning, trains sales teams, gathers client feedback, informs product roadmaps, and identifies business-development opportunities across Puerto Rico and Latin America.
YesterdaySaved
Financial Services
Supports Private Client Advisors by handling account openings, money movement, investment trades, client requests, relationship management, wealth planning support, account reviews, performance reporting, lead generation, risk management, compliance documentation, and operational workflows. The role requires prioritizing work, meeting deadlines, resolving client issues, and maintaining strong team and client relationships.
Financial Services
Identify, evaluate, and execute strategic fintech partnerships for a global payments business. Responsibilities include market research, business-case development, partner negotiation and relationship management, cross-functional coordination with product, technology, compliance, risk, and legal teams, solution commercialization, revenue tracking, governance, and performance reporting across global markets.
Top Skills:
ExcelPowerPoint
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Financial Services
Manages a portfolio of small business clients, acquiring and retaining relationships while providing banking, deposit, cash management, credit, and financial advice. Identifies client needs, recommends tailored solutions, develops new business, conducts in-person client meetings, coordinates referrals across Chase business lines, and balances client service with portfolio profitability, risk management, and regulatory compliance.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
YesterdaySaved
Financial Services
Provides client service, operational, marketing, and administrative support to Private Client Advisors. Responsibilities include account opening, money movement, investment trades, issue resolution, relationship and account reviews, performance reporting, wealth-planning support, lead generation, risk management, Know Your Customer procedures, and compliance documentation.
YesterdaySaved
Financial Services
Supports Private Client Advisors by handling account opening, money movement, trades, client requests, relationship management, account reviews, performance reporting, referrals, lead generation, risk management, and compliance documentation. The role requires maintaining accurate operational workflows, resolving client issues, promoting firm services, and meeting deadlines while supporting wealth planning and client relationships.
Financial Services
Manages and grows a portfolio of large business clients through deposit acquisition, cash management, credit solutions, client retention, referrals, and relationship deepening. Provides customized financial advice, coordinates treasury and personal banking solutions, supports business bankers on credit opportunities, and ensures regulatory compliance and risk management. Conducts client and prospect meetings, identifies needs, delivers proactive recommendations, and partners across Chase to provide comprehensive banking services.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
Financial Services
Supports Treasury Management Officers in developing client proposals, cash-management solutions, pricing and profitability models, relationship materials, competitive research, sales pipelines, and implementation activities. The role manages internal coordination, supports client growth objectives, and develops expertise in treasury products, pricing, billing, and relationship management as part of a structured progression toward a Treasury Management Officer position.
Top Skills:
ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
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