Client Service Analyst
JPMorgan Chase & Co
Taguig City, 00, PH
14d ago

Req # : 190019497

JPMorgan Chase & Co. (NYSE : JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide.

The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management.

A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its JPMorgan Chase & Co brands.

JPMorgan Chase & committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-

standard business hours, fully paid parental leave time, health care insurance and retirement benefits.

Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-

for-profit entities with annual revenues generally ranging from $10 million to $2 billion. Our Commercial Bankers serve these clients by operating in 14 of the 15 top U.

S. major markets. Our professional’s industry knowledge and experience combine with our dedicated service model, comprehensive solutions, and local expertise to make us the #1 commercial bank in our retail branch footprint.

The firm's broad platform positions us to deliver extensive product capabilities, lending, treasury services, investment banking, and asset management to meet our clients domestic and international financial needs.

Chase Commercial Banking includes seven businesses : Middle Market Banking, Corporate Client Banking, Commercial Real Estate, Business Credit, Equipment Leasing, Chase Capital Corporation and Capital Placement Group.

As a Client Service Analyst, you will report to a Client Service Manager as part of the Commercial Banking Service Center Research Team.

Daily responsibilities include but are not limited to : frequent interaction with internal / external clients, working with various areas of the bank for client resolution, opening and monitoring cases in Service Portal, following up on requests, and occasional telephone communication.

You will have exposure to and will need to become proficient in various systems including : Outlook, Service Portal, Customer Assist, ESDS, eServe, Remit One Admin, CCA, Deal Manager and Mainframe.

You will be expected to adhere to all departmental and Commercial Banking guidelines.

Core functional responsibilities and expectations include but are not limited to the following :

  • Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem
  • Resolve issues by identifying underlying or hidden problems and patterns
  • Build knowledge of commercial treasury management products and services
  • Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department and the firm
  • Prioritize daily workload to maximize productivity utilizing time management and organizational skills
  • Follow all established policies, procedures and practices
  • Project a confident and professional presence to our clients, other bank departments and the community
  • Team building skills and interpersonal relationship skills
  • Desire to exceed client expectations
  • Identify trends impacting clients and use the information to suggest ideas to improve the customer experience
  • Expected to work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
  • Required Experience and Qualifications :

  • Bachelor’s degree preferred, or equivalent work experience
  • Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
  • Technical Skills :

  • Data skills- ability to work with large data, ability analyze and present data interpretations
  • Proficient PC skills : including Word, Excel and PowerPoint,
  • Outlook : Expert knowledge With outlook email, scheduling and task manager
  • Preferred Knowledge of CB Products
  • Ability to interpret and work with financial balance sheetsNon-Technical Skills : (Competencies that are MUST-HAVE for success in the job)
  • Serving customers / clients and creating great experiences for them must appeal to you
  • Maturity in handling situation and ability to deal with conflicts constructively
  • Project a confident and professional presence to our clients, other bank departments and the community
  • Ability to follow all established policies, procedures and practices
  • Ability to organize and prioritize work
  • Ability to work in a collaborative work environment and being part of a team.
  • Improving Customer Service : Anticipating the needs of clients and working to consistently meet those needs; providing and ensuring client satisfaction.
  • Collaborating : Using business knowledge and technical skill to solve client problems and enhance business results; collaborating with clients to develop and implement solutions.
  • Presenting : Conveying information and ideas to a group of people in a clear and interesting way; facilitating the exchange of ideas among the group.
  • Driving Leadership : Driving results by taking initiative.
  • Implementing Change : Taking the opportunity to spot, support and implement improvements.
  • Communicating : Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners.
  • Organizing : Prioritizing and executing initiatives, tasks and details in an efficient manner.
  • Influencing Others : Getting others to see something from a given perspective.
  • Making Decisions : Looking at options to evaluate risk and impact on the firm and other employees; owning your course of action.
  • Multi-tasking : Efficiently managing multiple projects at the same time.
  • Problem Solving : Developing innovative solutions to problems.
  • Planning and Management : Planning and executing short- and long-term projects.
  • Relationship Building : Cultivating new relationships to support clients; collaborating to build rapport.
  • Researching : Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
  • Apply
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