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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Account Specialist III - Personal Investing

职能客户经理
级别中级
地点Cebu, Central Visayas, Philippines
方式现场办公
类型全职
发布2周前
立即申请

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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关于JPMorgan Chase

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+

员工数

New York City

总部位置

$500B

企业估值

评价

10条评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐率

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1份报告

$139,000

年薪总额

基本工资

$107,000

股票

-

奖金

-

$139,000

$139,000

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study