Chase · 1 day ago
Account Manager I
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As an Account Manager I, you will manage a team of Specialists and/or Analysts, ensuring exceptional customer experiences and achieving key service metrics while adhering to compliance regulations.
BankingFinancial Services
Responsibilities
Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership team and other lines of business, including developing and delivering executive and external reporting and other communications
Make informed business decisions using your independent judgement, skill set, experience, and subject matter expertise, in combination with documented policies and procedures, relationships with critical partners, expanded empowerments and increased authority levels, to enhance the performance of the department and business
Identify and own end-to-end process improvement opportunities, which may include recommending solution(s), developing and maintaining training content, implementing changes, managing process/policy changes, and partnering with the change management leadership team as necessary
Ensure team’s adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations
Manage team performance, leading by example and coaching on key behaviors to motivate sustained results; this includes using performance management resources to proactively monitor, coach and develop employees, recognizing strong performers and managing those not meeting performance standards
Demonstrate the firmwide Manager Capabilities, track your progress by regularly soliciting feedback and checking in with your team and manager on how you’re doing, and summarize your impact in your year-end Self-Evaluation
Qualification
Required
Minimum 3 years of experience in customer service or in the function being managed
Management team of 10 plus employees
Provide effective feedback
Self motivated
Verbal and written communication skills
Delivers solutions to meet business results and client/customer/stakeholder needs which are aligned with firm priorities
Black knight applications
Change management skills
Data analysis skills
High School diploma/GED
Preferred
Previous financial industry experience
Speak Spanish
People management experience
2 years of experience in a call center environment, for call center roles
Benefits
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
Small Business Trends
2026-01-18
2026-01-13
2026-01-11
Company data provided by crunchbase