Account Specialist III
Join JPMorganChase as an Account Specialist III and be the primary contact for clients with complex financial needs. Deliver exceptional service by processing transactions, resolving issues, and identifying opportunities to enhance client relationships. Utilize your expertise in account services and technology to drive innovative solutions and contribute to team success. Develop your leadership skills in mentoring and strategic thinking while making a meaningful impact in a dynamic environment.
As an Account Specialist III within JPMorganChase, you will be the primary contact for our clients with more intricate financial products or services. Your role will involve providing exceptional customer service, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on customer needs. You will be expected to apply your broad knowledge of account services and protocols to perform a wide range of tasks within established procedures. Your ability to analyze data, manage conflicts, and use technology effectively will be crucial in this role. Additionally, your innovative thinking will be valued as you contribute to solutions for new issues. As part of a team, you will also have the opportunity to develop your skills in mentoring, team building, coaching, delegation, and strategic thinking.
Job responsibilities
- Provide comprehensive customer service to clients with complex financial products, addressing inquiries, processing transactions, and troubleshooting issues using your proficiency in data analytics and computer literacy.
- Identify and manage conflicts that may arise during client interactions, utilizing your conflict management skills to facilitate discussions and create optimal solutions.
- Contribute to the generation of revenue by selling moderately complex financial products directly to individual consumer clients, leveraging your understanding of customer service and innovation.
- Assist in the development of team members by providing guidance and support in specific skills and knowledge areas, utilizing your developing skills in mentoring, coaching, and delegation.
- Participate in strategic thinking initiatives by using data to understand issues and opportunities, collaborating with the business and partners on strategy and priority development.
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Required qualifications, capabilities and skills
- Baseline knowledge of account services operations, including transaction processing and troubleshooting.
- Demonstrated proficiency in data analytics, with the ability to interpret models and diagrams to provide continuous insight.
- Proven ability to manage conflicts effectively, with experience in facilitating discussions and creating practical solutions.
- Proficiency in computer literacy, with the ability to use technology to perform tasks, solve problems, and communicate professionally.
- Experience in innovative thinking, with a track record of generating new ideas and executing solutions that add value.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion