
at J.P. Morgan
Bulge Bracket Investment BanksPosted 5 days ago
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**Account Specialist II - Safe Box Vault** at JPMorganChase, Houston TX, supports Retail Banking's Safe Box Vault service. Key responsibilities include updating customer records, processing data entries, handling inbound/outbound calls, and maintaining documentation. Tasks require strong decision-making, independency, and adaptability. Essential qualifications encompass 2+ years of Retail Bank customer interaction, 1+ year of computer experience, and a high school diploma. Preferred skills include customer focus, multi-tasking, and working in fast-paced environments. The role operates Monday to Friday, 8:00AM to 4:30PM, with occasional evening/weekend shifts. Join a dynamic team leveraging multiple technologies within a global financial leader.
- Compensation
- Not specified USD
- City
- Houston
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Houston, TX, United States
As an Account Specialist II within the Safe Box Vault department, you will support the service delivery of Retail Banking, and be responsible for updating customer records, documentation preparation, retrieving information and updating systems. Perform inbound/outbound calls regarding status on inquiry and problem resolution. Process, verify and ensure accuracy of all data entries and maintain the required documentation. Other duties as and Account Specialist II include, but are not limited to responding to internal emails, performing internal audits and mandatory overtime required as determined by business needs. The Regulatory & Event Operations Customer Service Account Specialist's work is creative, exciting, and different every day.
- Make strong, independent decision making, sound judgement, analytical and research skills
- Initiate tasks as a self-starter, creative thinker, motivated to learn and operate independently
- Deliver accurate, thorough, and high-quality work in a metrics driven environment
- Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
- Develop and maintain effective working relationships internally and externally
- Work both independently and in a team environment
- Abide by all applicable regulatory and departmental practices and procedures
- Lift 30 50 pounds
- Approach to problem solving, taking ownership of issues, and having the determination to follow through
- Use creative problem-solving techniques to solve business issues and meet deadlines
- Minimum of 2 years Retail Bank customer interaction
- Minimum of 1 year computer experience required, utilizing multiple computer applications in a Windows-based environment
- High school diploma or GED required
- Customer focused and ability to multi-task between multiple projects and assignments
- Comfortable in a fast-paced, consistently changing environment
- Professional, thorough, and organized with strong follow-up skills
- Have a passion for helping people by solving problems, presenting, and explaining solutions
Monday Friday 8:00AM to 4:30PM. Candidate must be willing and able to work schedule during our operating hours and may occasionally include evenings and weekends.




