Chase At Work Specialist I, Queens South

The Chase at Work (CAW) Specialist is responsible for acquiring and retaining new consumer accounts by presenting the CAW products and services to corporate clients within a responsible territory (Market/District/Branch). The incumbent is also responsible for coaching and training, as well as, driving the sales activities of the branches. The incumbent will be responsible for partnering/influencing branch staff to help achieve weekly CAW goals and objectives. The CAW Specialist will provide comprehensive Financial Education and Money Management Solution seminars to employees of corporate clients. He/She will work closely with JPMC business partners within a market, to help maximize business opportunities through referrals and cross selling.

 

Responsibilities
Training/Coaching Branch Teams
Provide one-on-one coaching to Personal Bankers/Branch Managers;
Role play presentation materials for CAW Employee Seminars;
Assist Personal Bankers with cold calls/outside sales activities; and
Attend branch pipeline meetings — review all pipelines and call logs.
Corporate Client Portfolio Management
Build and maintain a profitable portfolio by managing the financial objectives on

Revenue and Expenses; 4 to 5 Million budget
Accountable for the work site financial services relationships with the corporate
Clients in his/her portfolio;
Implement employee communication and marketing plans to generate new accounts;
Responsible for managing customer service issues and manage problem resolution at

Both the client level and with employee customers;
Acquire new CAW corporate clients and expand existing relationships
Perform sales calls, makes presentations and product demonstrations;
Cross sell full compliment of CAW and retail products to existing clients as appropriate;
Introduce clients to JPMC business partners to help maximize referral opportunities.
Achieve Sales Goals
NTB Households weekly, TBD
40 dials a week to new Prospects; 5 new contacts weekly
5 POB (place of business) call weekly
Schedule 10 customer events (Seminars or On-sites) at clients weekly
Provide 1 business referral per month
Quality control of all new WFS 12 Month Plan
Client Relationship Manager for client portfolio ranging between 300 to 400 business clientsDevelop and implements sales and marketing plans;
Develop strong relationships with clients and JPMC partners — joint calls;
Monitor all on-sites and seminars;




Minimum 3 years selling experience required
Bachelor's degree preferred
In depth knowledge of JPMorgan Chase retail products and services
Strong teamwork, organization, interpersonal and time management skills
Proven track record of successful selling skills
Strong communication skills including client calling and presentation skills
Strong partnership skills with the ability to influence/negotiate win/win outcomes
Strong PC, internet and computer skills