Client Service Lead

Bachelor’s degree or a minimum of 8 years of experience in customer service, operations, sales, or management, preferably within Commercial Banking or Treasury Services.
Strong interpersonal skills with demonstrated supervisory capabilities.
Extensive knowledge of deposit, treasury, and credit products, payment services, regulations, and related procedures.
Thorough understanding of financial exposure and operational risk associated with bank products and services.
Effective problem-solving skills, along with strong oral and written communication abilities.
Ability to exercise sound judgment and make effective decisions.
Demonstrates ability to create, design and deliver professional presentations.
Skilled in prioritizing tasks, managing multiple responsibilities, and working under pressure in a team environment.
A self-starter who operates independently without requiring close supervision.

Lead regular market meetings to keep staff informed about operational developments, product enhancements, and system updates or issues.
Monitor client reports to investigate changes in revenue, product usage, and outstanding loan matters.
Ensure compliance with Chase’s auditing policies and procedures.
Contribute to the financial budget for the Client Service Team and support the achievement of planned goals.
Serve as a member of the Client Service Leadership Team, aiding in the implementation of national strategic plans.
Participate in national project teams to represent Client Service.
Foster a collaborative, communicative, and productive environment for all Client Service Professionals.
Work with line of business partners and Market Staff to effectively resolve client issues through appropriate channels.
Collaborate with market management and HR to adhere to personnel policies, and participate in personnel decisions, including performance appraisals, promotions, salary recommendations, and terminations.
Perform special duties or assignments as requested or required.

No preferred qualifications provided.