Chase Bank

Customer Service Account Specialist

Chase Bank

Palo Alto, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Chase Bank, where we are committed to providing exceptional customer service and building strong relationships with our clients. We are currently seeking a dynamic and experienced Customer Service Account Specialist to join our team. As a Customer Service Account Specialist, you will play a crucial role in ensuring our clients receive the highest level of service and support for their banking needs. We are looking for someone who is passionate about customer service, detail-oriented, and has a strong understanding of financial products and services. If you are a driven individual with excellent communication skills and a desire to make a positive impact, then we want to hear from you!

  1. Provide exceptional customer service to all clients of Chase Bank.
  2. Build and maintain strong relationships with clients.
  3. Handle all customer inquiries, complaints, and requests in a timely and professional manner.
  4. Utilize strong understanding of financial products and services to assist clients with their banking needs.
  5. Act as a liaison between clients and various departments within the bank to ensure prompt resolution of issues.
  6. Proactively identify opportunities to upsell and cross-sell bank products and services to clients.
  7. Accurately and efficiently process transactions and account updates.
  8. Maintain detailed and organized records of all client interactions and transactions.
  9. Stay up-to-date on industry trends and changes in bank policies and procedures.
  10. Collaborate with team members to continuously improve the overall customer service experience.
  11. Adhere to all bank policies, procedures, and regulations.
  12. Participate in ongoing training and development to enhance job knowledge and skills.
  13. Identify and report any potential fraud or suspicious activity to the appropriate department.
  14. Maintain confidentiality of client information and data.
  15. Continuously strive to meet and exceed individual and team goals.
  16. Represent Chase Bank in a positive and professional manner at all times.
Where is this job?
This job is located at Palo Alto, CA, USA
Job Qualifications
  • Strong Communication Skills: As A Customer Service Account Specialist, You Will Be Responsible For Interacting With A Variety Of Customers On A Daily Basis. This Requires Excellent Verbal And Written Communication Skills To Effectively Address Their Needs And Concerns.

  • Customer Service Experience: Previous Experience In Customer Service Is A Must For This Role. Whether It Is In A Retail, Hospitality, Or Call Center Setting, Having A Background In Providing Exceptional Customer Service Will Be Beneficial In This Position.

  • Knowledge Of Banking Products And Services: A Deep Understanding Of Chase Bank's Products And Services Is Essential For This Role. This Includes Knowledge Of Checking And Savings Accounts, Loans, Credit Cards, And Other Financial Products Offered By The Bank.

  • Problem-Solving Skills: As A Customer Service Account Specialist, You Will Often Be Dealing With Complex Customer Inquiries And Issues. The Ability To Think Critically And Come Up With Effective Solutions In A Timely Manner Is Crucial For Success In This Position.

  • Attention To Detail: In The Banking Industry, Accuracy Is Key. As A Customer Service Account Specialist, You Will Be Handling Sensitive Financial Information, And Any Mistakes Could Have Serious Consequences. Attention To Detail Is Essential To Ensure All Customer Transactions And Requests Are Processed Correctly.

Required Skills
  • Communication

  • Time Management

  • Multitasking

  • Attention to detail

  • Conflict Resolution

  • customer service

  • Active listening

  • Teamwork

  • Empathy

  • Organization

  • Problem-Solving

  • Adaptability

Soft Skills
  • Communication

  • Conflict Resolution

  • Decision Making

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Customer Service Account Specialist in Palo Alto, CA, USA is $45,000 - $55,000 per year. However, this can vary depending on the specific company, years of experience, and other factors such as bonuses and benefits.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 1st, 2024
Apply BeforeMay 22nd, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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