Private Client Banker (Current Employee) – San Francisco, CA – 23 November 2013
A typical day at work would consist of me getting into work early enough to listen to a conference call with portfolio managers sharing what is going on in the market today. Reviewing the days appointments and goals with my manager and what we would like to work on for the month.
Creating appointments for the rest of the following week for reviews on accounts and investments. Meeting with clientele, going over their current goals and objectives, and helping plan for the coming months.
My management could not be better, I am fortunate enough to have management of a diverse background. Their knowledge of affluent clientele and the world of private banking are the building blocks to the success of not only myself but the rest of my team.
My coworkers work like a unit. Everyone genuinely cares about the success of the other, and is willing to sit down and listen to critique so as to help improve on pitches and profiling.
Since I am the leader of a team of bankers, I schedule reviews with each of them and go over what they are working on for the week, their leads, their contacts, and their goals for the month.
From there I focus on what they want to work on and learn. I use this and implement my manager in terms of their own goals in promotions and upward mobility, creating an environment for maximum production and efficiency.
Nothing is easy in this job, however with dedication and focus anything can be accomplished.
The most enjoyable part of my job would be the relationship management of my clients. Being able to meet different people at different stagesmore... of their lives and being able to help manage and advise them on how to plan for their goals makes my job worth while.less
Financial Advisor (Former Employee) – Ottawa, ON – 27 September 2016
• Review client credit score and history • Increase and decrease client’s line of credit based on company guidelines • Authorize and decline manual purchases for clients based on company guidelines • Assist clients as professionally and accurately as possible with any credit questions and problems
Customer Service Representative (Former Employee) – Surrey, BC – 7 October 2016
Good supervisors, good incentives to sell. lots of shifts, coworkers were great. Hardest part of the job was explaining and getting customers how to understand their interest rates on their credit cards
Customer Care (Former Employee) – Ottawa, ON – 19 August 2016
the environment is good because the people you work with are very welcoming, i've learnt a lot through my training even if it was a short training but as i start working i did get good help from my supervisor
FACILITATOR (Former Employee) – Surrey, BC – 30 May 2016
JP Morgan Chase was an excellent company to work for with lots of room for internal advancement. Great work culture and work life balance. Management was very supportive and encouraging each person to strive for excellent and growth. I work with the company for almost six years and would have stayed with the company if they hadn't move to call centre back to the USA.
Poor work experience. Unproductive and unprofessional team.
Instructional Designer (Former Employee) – Ottawa, ON – 8 October 2013
I was fortunate to have worked with a handful of highly skilled and professional people while I was at Chase, but would not use these qualities to describe the company as a whole.
In brief, it was disorganized and had too many unqualified people in management and decision making positions. The team I worked with specifically was quite inexperienced and unproductive. There was preferential treatment, promotion without merit, little to no accountability, issues with honesty and ethics, excessive excuse-making, attitude and entitlement problems, and adults having actual temper tantrums. It was a frustrating experience.
Good benefits coverage and annual leave. Also free parking.
Excellent employer ! Great place to work . Good atmosphere
Dispute Resolutions Specialist (Current Employee) – Ottawa, ON – 11 December 2015
A typical day at work would consist of receiving our daily tasks set forth by management as soon as I would arrive. As a Dispute Resolution Specialist I would help clients solve disputes on their credit card account by investigating the charges or creating chargebacks to merchants when necessary. Management is very helpful and always willing to share information.Co-Workers are very well educated and share the same sense of commitment as I do. The hardest part of my job would be sometimes having to deal with some very unpleasant people on the phone - this usually gets turned around by the end of the call after I have defused the situation and helped the customer. The most enjoyable part of my job is being able to find a satisfactory resolution to our client's issues.
Process loans from start to finish. Follow directions given form manger for the day. I learned a lot in eight years in regard to the mortgage industry. Mangement and coworkers were energetic and great to work with. The most enjoyable part of my job was communicating with clients.
Client Service Specialist II (Former Employee) – Scarborough, ON – 10 June 2016
I loved the fact that so many of the employees were of different cultures, I could be in another part of the office and hearing another language from another country.
Besides that the training did not fully prepare us for actually taking calls on the floor. But all of the other agents working before hand and team leads are always willing to give a helping hand. Once I actually start taking calls and they become repetitive, I found myself learning a lot. Before this job I could not say I was able to reconcile bank records/statements for missing funds, or explain how payment processing works but now I can.
I find the overall customer service experience is one many would be pleased with. I found I always did my best to make the merchant feel welcome and that I was doing everything I could to help them. Even from when merchants call in more than once, you can see in the cases, previous notes of reps doing all they can. This is something I definitely appreciate in a workplace as I feel good customer service is always important.
What I really liked about my manager is that he would say he does not believe in management by fear. He made all of his employees feel at ease so that they could easily talk to him about any problems or concerns they had, be it criticism about the way he manages to the way a certain rep isn't following procedure, he didn't make it difficult to come forward. What I liked most is that he always had his best interest for the merchant experience as well as his employees.
Client Services Specialist (Current Employee) – Scarborough, On – 23 September 2015
It's a call center environment but there is always room to grow and learn so the job does not become dull over time. You'll gain experience and knowledge in various aspects of business management, the financial industry as a whole, and technology including front end and back end support. The management team is always doing their best to help you develop as an employee and encouraging you to pursue higher positions within the company. Co-workers and management alike employ an open desk policy, no question will ever go unanswered. The hardest part of the job is most likely the learning curve as there is a lot of information you will need to do the job well, and it can be intimidating when you first start. But the most enjoyable part is the same learning curve, walking away with a wealth of knowledge you absolutely would not attain working anywhere else.