Tomas Solis Email & Phone Number

Watsonville, Ca, Us

United States

As a Chase Private Client Banker, I provide personalized financial solutions and strategic guidance to help you achieve your financial goals. With a deep understanding of complex financial needs and access to exclusive banking resources, I offer tailored strategies for wealth management, investment planning, and financial growth. My commitment is to deliver exceptional service and build lasting relationships, ensuring your financial journey is seamless and successful.

Watsonville, California, United States

Watsonville, California, United States

Scotts Valley, California, United States

As an Associate Banker at Chase you will be at the forefront of delivering an exceptional customer experience by fostering long-lasting, meaningful relationships. You will help customers with everyday transactions, build rapport, and introduce them to our One Chase family. You will also teach clients how to use self-service options, helping them enroll in and use tools so they can bank how, when and where they want.ResponsibilitiesYou'll contribute significantly to the success of the branch and helping customers by:Engaging the client by welcoming them warmly with a pleasant demeanor, using the client's name whenever possible, and thanking them for doing business with ChaseAssisting customers and making clients feel appreciatedDeveloping an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs whenever, wherever and however they want with self-service options, including the Chase mobile app, Chase.com, and ATMsExhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channelsProactively collaborating with others to help customersHelping build relationships with customers by connecting them with team members who can help them address their financial needsEnsuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirementsSupporting customers with traditional banking needs and complex service transactions putting the customer's needs at the center of everythingProviding proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals

Bachelor Of Science - Bs, Business Marketing, 3.2

Associate Of Science - As, Business Administration And Management, General, 3.2