Roles & Responsibilities - include specific functions/ tasks/ performance objectives
Field incoming inquiries from the product/segment classified client channels, such as \'800\'-telephone number; fax; email; mail as it relates to Treasury Services related products. Inquiries normally fielded by the Solutions Center staff are
Clients unable to apply debit/credit posted to their account; Beneficiary bank unable to apply funds
Wire inquiries including case investigation and follow-ups
DDA balance/settlement/funding/fee inquiries
Check Verification, etc
Adhere to the policy, procedures and standards as governed by ISO, Risk and Compliance standards
Ensure the prompt resolution of all customer queries while ensuring the client experience is world class.
Investigate and resolve generic issues that generate escalated enquiries
Assist Relationship Managers with queries on customers\' accounts (e.g. following up on old queries or updates, escalations, etc.)
Identify clients calling for balances, transactional data and for manual payments in order to offer them the use of internal tools and JP Morgan platforms, and discuss the benefits with them for self-serve.
Investigate and inform senior management of potential processes that could reduce exposure. (i.e., formatting issues, inconsistent procedure interpretation among service centers, incorrect processes, etc.)
Track all inquiries received into the service center regardless of channel in the case tracking tool Service Portal.
Prioritize responsibilities to ensure individual goals and objectives are met as defined in the scorecard.
Essential Skills & Experience
Excellent communication skills (verbal and written) with emphasis on banking terminology
Demonstrate listening skills and ability to utilize probing questions to accurately assess inquiry or request
Ability to work in a fast-paced environment and an adaptability to change
Strong problem-solving and decision-making skills
Exhibits ability to work effectively in a team environment
Proficiency in MS Windows and Office with the ability to work with multiple applications at the same time
Hours of Work / Shift Timings in Mumbai
Fully-staffed: Monday-Friday, 8:00 AM - 8:00 PM Eastern Standard Time
About Us:
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world\'s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team:
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world\'s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients\' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.