Full-Time
Private Bank-Digital Client Service Associate
Chase
10,001+ employees
Consumer and commercial banking services provider
No salary listed
Mid, Senior
Tempe, AZ, USA
In Person
- Interest in technology
- Excellent communication skills (both verbal and written)
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- 3+ years of experience in similar roles
- Strong problem solving acumen
- Provide exceptional service and flawless execution on client requests and inquiries
- Follow the firm’s controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
- Engage with respective client facing teams and internal business groups to deliver and execute client transactions
- Prior experience in the financial service industry in client facing role
- College degree or equivalent financial service experience
- Experience with a wide array of financial products
- Prior experience working in a high call volume environment
Chase is a national bank that provides a variety of financial products and services for both individuals and businesses. For consumers, Chase offers savings and checking accounts, mortgages, auto financing, credit cards, and investment services. Businesses can access services such as business loans, checking and savings accounts, credit cards, merchant services, and commercial real estate financing. The bank operates on a traditional banking model, generating revenue mainly through the difference between interest rates on loans and deposits, as well as fees for its services. What sets Chase apart from its competitors is its extensive range of offerings and its status as one of the largest banks in the United States, which allows it to serve a diverse customer base. The goal of Chase is to provide comprehensive financial solutions that meet the needs of its customers, whether they are individuals or businesses.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1984
Simplify's Take
What believers are saying
- Chase's free checking account for kids aligns with financial literacy education trends.
- The United Gateway credit card launch reflects competitive post-COVID credit card offerings.
- Chase's enhanced credit card rewards cater to customer loyalty in a competitive market.
What critics are saying
- Internal fraud related to PPP funds could damage Chase's reputation and finances.
- Fintech competition, like PayPal's platform, may attract customers away from Chase.
- Competitors' financial literacy initiatives could challenge Chase's youth market programs.
What makes Chase unique
- Chase offers a comprehensive range of financial products for individuals and businesses.
- Chase's new child-friendly checking account promotes financial literacy among young consumers.
- The Freedom Flex and Freedom Unlimited cards enhance customer loyalty with competitive rewards.
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Benefits
Professional Development Budget
Company News
Officials from the Treasury Department and the Small Business Administration have long insisted that the government’s Paycheck Protection Program (PPP), set up as a coronavirus emergency fund for small businesses, primarily benefited small businesses because 87 percent of the loans were for less than $150,000.
PayPal has rolled out new enhancements to its Giving platform as a way to boost crowdfunding and charity donations, a press release says.
Americans have a financial literacy problem, and innovators are stepping up to address that.
Chase's new child-friendly checking account and debit card program aims to teach young people about responsible finances.
United Airlines and Chase Card Services today launched a “United Gateway” credit card that carries no annual fee and offers new users who charge $1,000 within three months of enrolling 20,000 frequent-flier miles.