Bring your attention to detail and customer focus to a role where accuracy matters. In this position, you will support service delivery by maintaining records, preparing documentation, and helping resolve inquiries. You will work in a dynamic operations environment where collaboration, sound judgment, and follow-through help create strong outcomes for customers and internal partners.
As an Account Specialist II in Regulatory and Event Operations, you will support customer service delivery by updating records, preparing documentation, retrieving information, and helping ensure system accuracy. You will manage inbound and outbound calls, provide status updates, resolve inquiries, and process data with care and consistency. You will also support documentation, internal email responses, audit activities, and required overtime when business needs require it.
Job responsibilities
- Update customer records and maintain accurate information across required systems.
- Prepare, retrieve, review, and maintain documentation in line with established procedures.
- Manage inbound and outbound calls to provide status updates and resolve customer or internal inquiries.
- Process and verify data entries with accuracy, completeness, and attention to detail.
- Respond to internal emails and support timely follow-up with partners.
- Conduct internal audit activities and help identify documentation or process gaps.
- Safeguard confidential customer information and comply with applicable policies and procedures.
- Navigate multiple systems and applications in a fast-paced, metrics-driven environment.
- Prioritize tasks effectively to meet deadlines and changing business needs.
- Collaborate with team members and internal partners to support service delivery.
Required qualifications, capabilities and skills
- At least 2 years of experience interacting with retail banking customers.
- At least 1 year of computer experience using multiple applications in a Windows environment.
- High school diploma or equivalent.
- Experience maintaining accurate records and handling confidential information with integrity.
- Strong organizational skills and attention to detail.
- Effective verbal and written communication skills.
- Ability to lift 30 to 50 pounds as needed.
Preferred qualifications, capabilities and skills
- Experience maintaining or safeguarding safe deposit box records and contents.
- Experience with internal audits, compliance processes, or documentation reviews.
- Ability to manage multiple tasks, projects, or assignments simultaneously.
- Ability to adapt quickly to changes in procedures, technology, and business requirements.
- Strong customer focus with a proactive approach to problem-solving.
- Professional, organized, and detail-oriented approach with strong follow-up skills.
Work schedule
Monday to Friday, 8:00 AM to 4:30 PM
ABOUT USChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAMOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
