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Chase · 3 days ago

Service Product Transformation Associate

8181 Communications Pkwy Bldg B, Plano, TX, 75024, US

Full-time

Onsite

Entry Level

2+ years exp

Chase is a leading financial institution that offers innovative financial solutions to a diverse clientele. The Service Product Transformation Associate will support business growth by enhancing client experiences and streamlining processes, collaborating with teams to develop efficient solutions and drive meaningful change.

BankingFinancial Services

Responsibilities

Execute product adoption and expansion initiatives through data analysis and retention

Participate in regular meetings and maintain accurate notes to ensure effective execution

Investigate and resolve customer issues promptly and efficiently

Track and analyze key metrics to measure project success

Communicate achievements and system enhancements to stakeholders

Develop and maintain supporting materials for customer onboarding and adoption

Collaborate with cross-functional teams to ensure seamless customer experiences

Organize technical solutions for data analysis and reporting

Create presentations and formal communications for senior stakeholders

Engage with users to understand support processes and identify improvement opportunities

Network and influence change through in-person and virtual interactions

Qualification

Customer success experienceAnalytical skillsProject management experienceData systems proficiencyCommunication skillsCollaboration skillsJIRAExcelSharePointAlteryxExposure to AI/MLPresentation skills