Account Specialist II

JPMorgan Chase JPMorgan Chase · Banking · Tempe, AZ +1 · Commercial & Investment Bank

This role is for an Account Specialist II at JPMorgan Chase, focusing on delivering exceptional customer service for financial products. Responsibilities include handling inbound calls, building customer relationships, and offering solutions within a structured environment. The role requires fluency in Spanish and English, strong communication and multitasking skills, and at least 2 years of customer interaction experience.

What you'd actually do

  1. Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
  2. Utilizes customer service expertise to interpret needs and deliver continuous insights
  3. Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
  4. Excels both independently and collaboratively, driving team success and achieving goals
  5. Follows all regulatory and departmental practices and procedures diligently
  6. Takes ownership of each customer interaction while treating them with respect and responding with empathy

Skills

Required

  • Reading and speaking in both Spanish and English fluently
  • Communication skills
  • Information gathering skills
  • Decision-making skills
  • Customer interaction skills
  • Customer support skills
  • Experience in phone or face-to-face settings (at least 2 years)
  • Ability to multitask with computer systems
  • Ability to work accurately
  • Ability to manage complex customer interactions using empathy, composure, and sound judgment
  • Ability to adjust to new situations
  • Ability to effectively navigate different cultural contexts and workplace environments
  • Adaptability
  • Efficiency in fast-paced, dynamic, and results-driven environments
  • Ability to solve problems
  • Ability to effectively present and explain solutions
  • Ability to learn products and systems quickly
  • Ability to embrace challenges as opportunities
  • Ability to actively seek feedback to improve performance and achieve goals
  • Proficient computer literacy skills
  • Experience in using technology to solve problems and communicate in a professional setting
  • High school diploma or GED

Nice to have

  • Developing ability to use data to understand issues and opportunities
  • Developing skills in using AI technology for automation and prompt writing

What the JD emphasized

  • Reading and speaking in both Spanish and English fluently is required for this role