jpmorgan-chase-%26-co. - Metro Manila, National Capital Region, Philippines | 2024-08-20 13:48:49

Daily activities will include, but are not limited, to maintaining treasury products and accounts, research, and resolution of customer’s treasury inquiries, preparing and collecting account documentation and managing internal project initiatives for your portfolio of clients. Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability. You will also participate in joint client calls with Bankers and Treasury Sales Officers both in person and over the phone.

 

Job Responsibilities

• Partner with a Client Service Manager to 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 the Relationship team, Operations, Treasury Management Sales, and Implementations to provide the best service to the client, your department, and the firm
• Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
• Prioritize daily workload to maximize productivity utilizing time management and organizational skills and follow all established policies, procedures, and practices
• Project a confident and professional presence to our clients, other bank departments and the community
• Exceed client expectations and work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

 

Required qualifications, capabilities, and skills

• Excellent communication skills both written and verbal
• Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge
• Highly organized with ability to manage competing priorities
• Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.

 

Preferred qualifications, capabilities, and skills

• College degree holder, preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
• Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)

 

Shift: Night

 

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