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.
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.
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.
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.