CB , Client Service Specialist - CS
JPMorgan Chase & Co
Taguig City, 00, PH
3d ago

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 & Co.is 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 (CSM) as part of the Commercial Banking Service Center Research and Account Management 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 Commercial Banking client issues received via email and is responsible for providing timely follow-up to clients and Client Service Professionals (CSPs) and be accountable for client satisfaction by owning the request or problem

Investigate and resolve simple transactional issues & straight through interactions (quick kill) and provide best service including proper notification to relevant parties within preset turnaround time.

Must be able to efficiently utilize technology to capture and fulfill client’s requests in appropriate systems

Responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem

Expected to work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Prioritize daily workload to maximize productivity utilizing time management and organizational skills

Adhere to all established policies, procedures and practices

Project a confident and professional presence to our clients, other bank departments and the community

Takes the initiative to connect and work well with peers within the team and organization and contributes skills in strengthening and building the team

Qualifications :

Demonstrated skills in problem solving with strong attention todetail

Ability to work independently and initiates timely escalation

Demonstrates ability to drive results and commitment in findingways to go beyond expectation

Excellent communication skills both written and verbal and isconfident on ability to relay clear, complete and concise messages.

Relentless and versatile learner Highly organized with abilityto manage competing priorities

Demonstrated professional presence with the ability to adapt toevolving needs and situations

Demonstrated individual leadership skills and abilities

Education (minimumeducation qualification required for the job) :

  • Bachelor’s degree preferred, or equivalent work experience
  • Required Experience :

  • Minimum of 2 years customer service experience primarily in banking or the financial service industry covering treasury products and services.
  • Proficient PC skills including Word, Excel and PowerPoint
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