US-NY: New York-Private Bank Client Service Team Leader - (Spanish...
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Job Title: Private Bank Client Service Team Leader - (Spanish...
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-10-20
Company Name: JPMorgan Chase
Contact: Recruiter
Phone: email only please
Fax: email only please
Description: A Private Banking Client Service Group Team Manager is responsible for all of the dealings of his/her team of Account Officers. Each Team Manager’s team of Account Officers is regionally aligned to a banker(s)and their clients based upon the banker’s geographic location. The Team Manager “owns” all aspects of the region’s client service responsibilities and must manage this piece of the business. As a result, a Team Manager must forge excellent working relationships with the region’s entire team - bankers, region heads, various product partners and controls/compliance teams. They must also interact effectively with mid-office and operations teams in order to help their Account Officers deliver a seamless and integrated experience to our clients across all products. Examples of these products include deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit, foreign exchange and private investments. A Team Manager’s primary focus is to manage the day-to-day activities within their team, as well as address broader matters such as staff development, resource deployment, and personnel issues. Team Managers are also the key link between Account Officers and the Client Service Groups management and integrated team; consequently, Team Managers play a crucial role in helping set the strategic direction for the overall group. Some examples of a Team Manager’s daily responsibilities include: coaching/mentoring; monitoring telephone call quality, overdrafts, and work volumes; analyzing reports; approving workflows and large dollar cash movements; organizing projects and leading initiatives; evaluating staff performance; and acting as the Account Officer’s initial escalation point for complex or sensitive client issues. Due to a Team Manager’s responsibility for managing a team of FINRA licensed Account Officers, they are required to have their 7/63 and 24 licenses.
Responsibilities * Provide Account Officers with guidance and resources for delivering high quality, high touch service to Private Banking clients. Must be able to recommend solutions tailored to clients’ specific needs. * Manage team’s daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., morning overdraft approvals, intra-day overdraft approvals, large dollar cash movements, coding changes, uninvested cash reports, anti-money laundering reports, TECS workflow approvals, service issue review, etc.). * Meet with bankers and various product partners regularly to ensure service expectations are being met. * Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other staff in a timely and professional manner. * Evaluate staff performance and provide feedback via informal discussions, quarterly/semi-annual 3+/3- meetings and the annual review process. Represent staff’s performance during semi-annual and annual PB Evaluation Committee reviews. * Participate in the continuing strategic development of the Client Service Group operating model, and help validate proposed ideas/plans prior to implementation. * Lead/participate in special projects within Client Service Group, and/or represent Client Service Group in broader initiatives within the Private Bank. * Bilingual (English/Spanish) required. Must be fluent in both languages * Licenses 7, 63, and 24 required * Excellent judgement and decision making skills. * Strong leadership and management abilities; must be able to think strategically. * Solid communication, time management and interpersonal skills; must be able to diffuse conflict diplomatically. * Keen understanding of the financial and banking industries. * In-depth knowledge of the region’s client base, and strong rapport with bankers, product partners, and in some cases, key clients. * Ability to adapt to a rapidly changing business and technology environment; must be a change leader. * Solid comprehension of the Private Bank’s range of products, including deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, and credit products and services as each applies to their specific region’s business segment. * Must understand and comply with the regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly. * Working knowledge of key areas of the Bank (e.g., JPMorgan Funds, Cash Services, Retail Branch Network, Credit Products, Securities Operations and Client Information). * Solid understanding of systems and databases used within in his/her team (e.g., TECS, Customer Assist, TASO, MOL, etc.). * Disciplined approach to managing and acting upon key daily reports (AML alerts, overdrafts, missing docs, telephone and volume statistics, etc.). * Strong comprehension of how data and information flows through the Bank%27s processing and reporting systems, and an in-depth understanding of all operations departments’ roles and inter-dependencies. * Good project management skills; must be able to engage all participants and meet deadlines/deliverables. JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
Please refer to Job code jpmorgan-872334 when responding to this ad.
For FASTEST PROCESSING of your resume, please visit http://www.jobcircle.com/classifieds/1763768.html?source=ng to apply online.
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JobCircle.Com
JobCircle.com is the largest regional job board in the
Mid-Atlantic region, with tens of thousands of job offerings
in PA, NJ, DE, MD, NY, and Washington D.C. To learn more,
visit http://www.jobcircle.com?source=ng
**************************************************************
Job Title: Private Bank Client Service Team Leader - (Spanish...
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-10-26
Company Name: JPMorgan Chase
Contact: Recruiter
Phone: email only please
Fax: email only please
Description: A Private Banking Client Service Group Team Manager is responsible for all of the dealings of his/her team of Account Officers. Each Team Manager’s team of Account Officers is regionally aligned to a banker(s)and their clients based upon the banker’s geographic location. The Team Manager “owns” all aspects of the region’s client service responsibilities and must manage this piece of the business. As a result, a Team Manager must forge excellent working relationships with the region’s entire team - bankers, region heads, various product partners and controls/compliance teams. They must also interact effectively with mid-office and operations teams in order to help their Account Officers deliver a seamless and integrated experience to our clients across all products. Examples of these products include deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit, foreign exchange and private investments. A Team Manager’s primary focus is to manage the day-to-day activities within their team, as well as address broader matters such as staff development, resource deployment, and personnel issues. Team Managers are also the key link between Account Officers and the Client Service Groups management and integrated team; consequently, Team Managers play a crucial role in helping set the strategic direction for the overall group. Some examples of a Team Manager’s daily responsibilities include: coaching/mentoring; monitoring telephone call quality, overdrafts, and work volumes; analyzing reports; approving workflows and large dollar cash movements; organizing projects and leading initiatives; evaluating staff performance; and acting as the Account Officer’s initial escalation point for complex or sensitive client issues. Due to a Team Manager’s responsibility for managing a team of FINRA licensed Account Officers, they are required to have their 7/63 and 24 licenses.
Responsibilities * Provide Account Officers with guidance and resources for delivering high quality, high touch service to Private Banking clients. Must be able to recommend solutions tailored to clients’ specific needs. * Manage team’s daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., morning overdraft approvals, intra-day overdraft approvals, large dollar cash movements, coding changes, uninvested cash reports, anti-money laundering reports, TECS workflow approvals, service issue review, etc.). * Meet with bankers and various product partners regularly to ensure service expectations are being met. * Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other staff in a timely and professional manner. * Evaluate staff performance and provide feedback via informal discussions, quarterly/semi-annual 3+/3- meetings and the annual review process. Represent staff’s performance during semi-annual and annual PB Evaluation Committee reviews. * Participate in the continuing strategic development of the Client Service Group operating model, and help validate proposed ideas/plans prior to implementation. * Lead/participate in special projects within Client Service Group, and/or represent Client Service Group in broader initiatives within the Private Bank. * Bilingual (English/Spanish) required. Must be fluent in both languages * Licenses 7, 63, and 24 required * Excellent judgement and decision making skills. * Strong leadership and management abilities; must be able to think strategically. * Solid communication, time management and interpersonal skills; must be able to diffuse conflict diplomatically. * Keen understanding of the financial and banking industries. * In-depth knowledge of the region’s client base, and strong rapport with bankers, product partners, and in some cases, key clients. * Ability to adapt to a rapidly changing business and technology environment; must be a change leader. * Solid comprehension of the Private Bank’s range of products, including deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, and credit products and services as each applies to their specific region’s business segment. * Must understand and comply with the regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly. * Working knowledge of key areas of the Bank (e.g., JPMorgan Funds, Cash Services, Retail Branch Network, Credit Products, Securities Operations and Client Information). * Solid understanding of systems and databases used within in his/her team (e.g., TECS, Customer Assist, TASO, MOL, etc.). * Disciplined approach to managing and acting upon key daily reports (AML alerts, overdrafts, missing docs, telephone and volume statistics, etc.). * Strong comprehension of how data and information flows through the Bank%27s processing and reporting systems, and an in-depth understanding of all operations departments’ roles and inter-dependencies. * Good project management skills; must be able to engage all participants and meet deadlines/deliverables. JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
Please refer to Job code jpmorgan-872334 when responding to this ad.
For FASTEST PROCESSING of your resume, please visit http://www.jobcircle.com/classifieds/1792684.html?source=ng to apply online.
JobCircle.Com
JobCircle.com is the largest regional job board in the
Mid-Atlantic region, with tens of thousands of job offerings
in PA, NJ, DE, MD, NY, and Washington D.C. To learn more,
visit http://www.jobcircle.com?source=ng
**************************************************************
Job Title: Private Bank Client Service Team Leader - (Spanish...
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-10-29
Company Name: JPMorgan Chase
Contact: Recruiter
Phone: email only please
Fax: email only please
Description: A Private Banking Client Service Group Team Manager is responsible for all of the dealings of his/her team of Account Officers. Each Team Manager’s team of Account Officers is regionally aligned to a banker(s)and their clients based upon the banker’s geographic location. The Team Manager “owns” all aspects of the region’s client service responsibilities and must manage this piece of the business. As a result, a Team Manager must forge excellent working relationships with the region’s entire team - bankers, region heads, various product partners and controls/compliance teams. They must also interact effectively with mid-office and operations teams in order to help their Account Officers deliver a seamless and integrated experience to our clients across all products. Examples of these products include deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit, foreign exchange and private investments. A Team Manager’s primary focus is to manage the day-to-day activities within their team, as well as address broader matters such as staff development, resource deployment, and personnel issues. Team Managers are also the key link between Account Officers and the Client Service Groups management and integrated team; consequently, Team Managers play a crucial role in helping set the strategic direction for the overall group. Some examples of a Team Manager’s daily responsibilities include: coaching/mentoring; monitoring telephone call quality, overdrafts, and work volumes; analyzing reports; approving workflows and large dollar cash movements; organizing projects and leading initiatives; evaluating staff performance; and acting as the Account Officer’s initial escalation point for complex or sensitive client issues. Due to a Team Manager’s responsibility for managing a team of FINRA licensed Account Officers, they are required to have their 7/63 and 24 licenses.
Responsibilities * Provide Account Officers with guidance and resources for delivering high quality, high touch service to Private Banking clients. Must be able to recommend solutions tailored to clients’ specific needs. * Manage team’s daily work volumes and transactions accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., morning overdraft approvals, intra-day overdraft approvals, large dollar cash movements, coding changes, uninvested cash reports, anti-money laundering reports, TECS workflow approvals, service issue review, etc.). * Meet with bankers and various product partners regularly to ensure service expectations are being met. * Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other staff in a timely and professional manner. * Evaluate staff performance and provide feedback via informal discussions, quarterly/semi-annual 3+/3- meetings and the annual review process. Represent staff’s performance during semi-annual and annual PB Evaluation Committee reviews. * Participate in the continuing strategic development of the Client Service Group operating model, and help validate proposed ideas/plans prior to implementation. * Lead/participate in special projects within Client Service Group, and/or represent Client Service Group in broader initiatives within the Private Bank. * Bilingual (English/Spanish) required. Must be fluent in both languages * Licenses 7, 63, and 24 required * Excellent judgement and decision making skills. * Strong leadership and management abilities; must be able to think strategically. * Solid communication, time management and interpersonal skills; must be able to diffuse conflict diplomatically. * Keen understanding of the financial and banking industries. * In-depth knowledge of the region’s client base, and strong rapport with bankers, product partners, and in some cases, key clients. * Ability to adapt to a rapidly changing business and technology environment; must be a change leader. * Solid comprehension of the Private Bank’s range of products, including deposit, banking, brokerage, custody, investment management, fiduciary, mutual funds, and credit products and services as each applies to their specific region’s business segment. * Must understand and comply with the regulations, policies and procedures related to these products and services, and reinforce with their team the possible financial liabilities of the transactions associated with these products and services if they are not executed properly. * Working knowledge of key areas of the Bank (e.g., JPMorgan Funds, Cash Services, Retail Branch Network, Credit Products, Securities Operations and Client Information). * Solid understanding of systems and databases used within in his/her team (e.g., TECS, Customer Assist, TASO, MOL, etc.). * Disciplined approach to managing and acting upon key daily reports (AML alerts, overdrafts, missing docs, telephone and volume statistics, etc.). * Strong comprehension of how data and information flows through the Bank%27s processing and reporting systems, and an in-depth understanding of all operations departments’ roles and inter-dependencies. * Good project management skills; must be able to engage all participants and meet deadlines/deliverables. JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
Please refer to Job code jpmorgan-872334 when responding to this ad.
For FASTEST PROCESSING of your resume, please visit http://www.jobcircle.com/classifieds/1800004.html?source=ng to apply online.