Client Service Team Lead - Vice President jobs in United States
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Chase ยท 1 month ago

Client Service Team Lead - Vice President

Chase is seeking a Client Service Team Lead to manage and develop a team of Client Service Account Managers within Payments. The role involves providing exceptional client-facing support, building partnerships to understand client needs, and ensuring service excellence while advocating for client satisfaction.

BankingFinancial Services

Responsibilities

Manage and develop a team of Client Service Account Managers (CSAM) through hiring, training, and coaching
Navigate the organization to achieve outcomes for clients and stakeholders
Conduct weekly staff meetings and quarterly check-ins with GCB/Payments Sales partners
Act as a customer advocate to enhance service quality across product and operational areas
Maintain direct client relationships, resolve issues, and monitor client service level agreements
Track client requests in real-time and improve case data quality
Analyze client data to identify trends and develop long-term strategies
Perform quality controls, monitor KPIs, and guide product quality control
Serve as a high-level contact with strong product knowledge
Ensure processes align with specifications and meet financial and headcount targets

Qualification

Managerial experienceClient relationship managementTreasury Services knowledgeAnalytical skillsProject management skillsNegotiation skillsMS Office knowledgeOral communication skillsWritten communication skillsTime management skillsProblem-solving skills

Required

Minimum of 5 years of managerial/leadership experience
5 years in a Service or Client Relationship focused environment
Strong people, project, and risk management skills
Comprehensive understanding of Treasury Services products and market knowledge
Ability to influence others and drive decisions
Negotiation and strategic planning skills
Strong oral and written communication skills
Multi-tasking, time management, and organizational skills
Excellent problem-solving and analytical skills
Working knowledge of MS Office and Business Applications

Preferred

Experience in fostering a diverse and inclusive environment
Ability to perform root cause analysis and guide product enhancements

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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