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Account Specialist II

JPMorgan Chase & Co.
San Antonio, United Statesfull_timeVerifiedPosted 6 Mar 2025

About the role

At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist II in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. You will support the service delivery of Retail Banking and be responsible for updating customer records, documentation preparation, retrieving information and updating systems. You will perform inbound/outbound calls regarding status on inquiry and problem resolution.  You will process, verify and ensure accuracy of all data entries and maintain the required documentation.  Additionally you will respond to internal emails, performing internal audits and mandatory overtime required as determined by business needs.  The Regulatory & Event Operations Customer Service Account Specialist's work is creative, exciting, and different every day.
 Job responsibilities
  • Strong, independent decision making, sound judgement, analytical and research skills
  • Self-starter, creative thinker, motivated to learn and operate independently
  • Deliver accurate, thorough, and high-quality work in a metrics driven environment
  • Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
  • Ability to develop and maintain effective working relationships internally and externally
  • Work both independently and in a team environment
  • Abide by all applicable regulatory and departmental practices and procedures
  • Able to lift 30 – 50 pounds
  • Proactive approach to problem solving, taking ownership of issues, and having the determination to follow through
  • Ability to use creative problem-solving techniques to solve business issues and meet deadlines

 Required qualifications, capabilities, and skills
  • Minimum of 2 years Retail Bank customer interaction
  • Assisting customers with opening and closing safe deposit boxes 
  • Minimum of 1 year computer experience required, utilizing multiple computer applications in a Windows-based environment
  • High school diploma or GED required

 Preferred qualifications, capabilities, and skills
  • Customer focused and ability to multi-task between multiple projects and assignments
  • Comfortable in a fast-paced, consistently changing environment
  • Professional, thorough, and organized with strong follow-up skills
  • Have a passion for helping people by solving problems, presenting, and explaining solutions

 

Work Schedule:

Monday – Friday 8:00AM to 4:30PM 

 

Chase 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 protecte

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Company

JPMorgan Chase & Co.

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