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
REMITTANCE PROCESSING SPECIALIST (Current Employee) – Toronto, ON – 19 March 2017
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 months.
Client Service Speciaalist (Former Employee) – Scarborough, ON – 11 March 2017
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 months. I really want to stay with company but due to PR (Permanent Residency) purpose I have to move to the other province of Canada
Senior Loss Mitigation Specialist (Former Employee) – Chatsworth, CA – 10 March 2017
Loss mitigation has been very stressful at Chase. So much so that my Doctor put me on temporary disability no becoming long term and probably permanent disability. I am yet to meet with the Employee Union representative at Chase so if you have their contact info. please let me know.
Manager (Current Employee) – London, UK – 8 March 2017
JPM AM is a big organisation. It will provide lots of international exposure. Responsibility will be increased for the right person. If you are up for a challenge, not afraid of working extensive hours (07:00 - 21:00) and are willing to be flexible (to work weekends) to get the job done, then this is the company for you.
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
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 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
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.
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.