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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Account Specialist III - Personal Investing

직무어카운트 매니저
경력미들급
위치Cebu, Central Visayas, Philippines
근무오피스 출근
고용정규직
게시2주 전
지원하기

Join our Team—bring your expertise to resolve complex inquiries and help customers reach financial goals.

As an Account Specialist III within International Consumer Banking, you will play a pivotal role in delivering world-class service to customers across both Consumer Banking and Personal Investing needs. You will be empowered to resolve complex inquiries, support customers navigating significant financial challenges, and contribute innovative ideas that enhance both the customer and colleague experience. In a fast-paced, collaborative environment, you will help responsibly reshape the financial services market, drive operational excellence, and strengthen a culture of being Number One for Customer Service across all industries—while helping make this the Best Place to Work.

Job Responsibilities:

  • Uphold the highest standards of integrity, customer care, and risk-aware decision-making.
  • Serve as the first point of contact for new and existing customers, providing outstanding service and expert product knowledge across Consumer Banking and Personal Investing
  • Address customer concerns promptly and compassionately, guiding them through expanded product offerings and supporting those in vulnerable situations.
  • Take ownership of resolving complex queries at first contact whenever possible, taking end-to-end ownership through full resolution, and acting as the primary escalation point for issues requiring additional expertise.
  • Communicate with customers across all channels with timely, accurate, high-quality responses.
  • Handle challenging conversations, including complaints, with empathy and professionalism.
  • Guide customers digitally by educating and assisting with the app, and supporting new product/service launches.
  • Support customers’ financial goals by identifying needs and connecting them to the right partners or next steps.
  • Collaborate with internal teams to resolve customer queries efficiently and contribute to a positive, high-performing team environment.

Required qualifications, capabilities and skills

  • Minimum 1 year in a Daily Banking/Investment Specialist or customer support role.
  • Strong verbal and written communication skills.
  • Genuine passion for helping customers and for financial services.
  • Ability to understand customer needs and find effective solutions.
  • Passion for learning, self-development, and continuous improvement .
  • Willingness to work in rotating schedules and shifts.

Preferred qualifications, capabilities and skills

  • Experience handling challenging conversations or complaints.
  • Experience working in a customer-centric, high-growth environment.
  • Familiarity with digital banking or wealth management products.
  • Ability to identify and refer opportunities for customers’ financial growth.
  • Strong organizational and time management skills.
  • Familiarity with CRM or customer support tools.

Internal Application Eligibility RequirementsTENURE:

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines.

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new me@jpmc > Jobs. Attaching your updated resume is encouraged.

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

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JPMorgan Chase 소개

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

직원 수

New York City

본사 위치

$500B

기업 가치

리뷰

10개 리뷰

3.8

10개 리뷰

워라밸

3.5

보상

4.0

문화

3.8

커리어

3.2

경영진

2.8

68%

지인 추천률

장점

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

단점

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

연봉 정보

44개 데이터

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1개 리포트

$139,000

총 연봉

기본급

$107,000

주식

-

보너스

-

$139,000

$139,000

면접 후기

후기 4개

난이도

3.0

/ 5

소요 기간

14-28주

합격률

50%

경험

긍정 25%

보통 75%

부정 0%

면접 과정

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

자주 나오는 질문

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study