Company: JPMorgan Chase

Location: Orlando, FL

Expected salary:

Job date: Sat, 09 Aug 2025 22:29:40 GMT

Job description:

Job Title: Financial Product Specialist

Job Description:

As a Financial Product Specialist at Chase, you will play a pivotal role in marketing and promoting our diverse range of financial products. You will be the primary point of contact for clients throughout the life of their loans, ensuring they receive exceptional service and support from initial inquiry to final payoff.

Key Responsibilities:

• Regulatory Compliance: Adhere to all regulatory requirements while marketing financial products, ensuring that all activities align with industry standards and company policies.
• Client Engagement: Develop and maintain strong relationships with clients, serving as their trusted advisor for financial needs and providing ongoing support throughout the loan process.
• Marketing Initiatives: Implement and execute marketing strategies to promote Chase’s financial products, utilizing various channels to reach potential clients effectively.
• Needs Assessment: Conduct thorough assessments of clients’ financial needs to recommend appropriate products and solutions that align with their goals.
• Communication: Provide clear and accurate information regarding financial products, loan terms, and regulatory compliance to clients and stakeholders.
• Team Collaboration: Work closely with internal teams to ensure a seamless client experience and to facilitate the timely processing of loans.

Qualifications:

• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Ability to comply with regulatory guidelines and maintain ethical standards
• Proven experience in marketing and client relationship management
• Detail-oriented with strong organizational skills

Join our dynamic team at Chase and help clients achieve their financial goals while ensuring compliance and excellence in service delivery.