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Chase · 3 months ago

Client Service Team Lead - Vice President

10 S Dearborn St, Chicago, IL, 60603, US

Full-time

Onsite

Mid, Senior Level

$114K/yr - $160K/yr

5+ years exp

Chase is seeking a Client Service Lead to manage and develop a team of Client Service Account Managers. The role involves training new associates, ensuring their integration into client portfolio management, and collaborating with leadership to align talent development with business goals.

BankingFinancial Services

Responsibilities

Manage and develop a team of professional CSAM’s (Client Service Account Managers) that are new to the Global Corporate Banking organization, with the primary goal of preparing them to independently manage client portfolios

Conduct daily, weekly, monthly staff meetings/check-ins with the team to oversee progress, ensuring they are acquiring the necessary skills, product knowledge, and client service expertise to transition into roles

Track client requests in real-time and improve client experience by analyzing data to identify trends, monitor metrics, case hygiene, and product quality control

Serve as a direct point of contact, with strong product knowledge, and as a resource to help resolve client requests to obtain full resolution

Foster a collaborative and supportive team environment that encourages continuous learning, professional growth, and accountability

Ensure processes align with specifications to meet financial and headcount targets

Partner with senior leadership to identify high-potential associates and create tailored development plans aligned with business objectives and client needs

Qualification

Managerial experienceClient Service experienceProject managementTreasury Services knowledgeMS Office expertiseAnalytical skillsInfluencing skillsOral communicationWritten communicationProblem-solving skillsTime managementOrganizational skillsPresentation skills