Private Client Banker (Current Employee), San Francisco, CA – November 23, 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 stages of their lives – more... and being able to help manage and advise them on how to plan for their goals makes my job worth while. – less
Excellent employer ! Great place to work . Good atmosphere
Dispute Resolutions Specialist (Current Employee), Ottawa, ON – December 11, 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 Services Specialist (Current Employee), Scarborough, On – September 23, 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.
Poor work experience. Unproductive and unprofessional team.
Instructional Designer (Former Employee), Ottawa, ON – October 8, 2013
Pros: good benefits coverage and annual leave. also free parking.
Cons: everything else. it was pretty bad.
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.
Customer Services Advisor (Former Employee), Surrey, BC – November 1, 2015
I worked for the JPMorgan Cardmember services contact centre about 10 years ago in Canada. As it was an inbound call centre you can imagine that the experience was not fantastic. There was no room for growth.
Client Service Specialist (Former Employee), Toronto, ON – September 23, 2015
I enjoyed working there. I was working in there call centre, servicing merchants on the help desk. Lots of on the job training was provided and there was lots of help and easy to get by. Awesome coworkers as well and a great working environment.
Technical Operations Analyst (Former Employee), Philippines – January 26, 2015
Pros: learn new things
Cons: long hours but if fine.
Assigned as Technical Operations Analyst. JP Morgan & Chase gave me a chance to learn new things specially on the tools they use and how to monitor the jobs for their servers. It's a happy place to work since most because the team is getting along very well. Hardest part is during deployment schedule we try not have severity 1 issues as much as possible sometimes we don't eat on the right time we prefer to eat after the deployment. The most enjoyable part is the work schedule working 3x or 4x a week is very very nice!
Escalations Manager (Former Employee), Lewisville, TX – April 7, 2015
typical day at work alot of irriate customers, learned how to overcome when uppermanagement didnt want to assist, alot of negative enegry within coworkers. Hardest part of the job was being cussed at and talked to anyway the customers wanted and the most enjoyable part of the job was when you at least had a couple of people that were satisifed that you could help out of many that weren't irriate and would listen.
Credit Card Transactions (Former Employee), Surrey, BC – November 7, 2013
We were advised in November that they were closing the call centre in March. They helped with job fairs, severance, benefits opportunities, time off for interviews, and were great to help us all get new jobs and upgrade our skills.