Client Service Lead

Join our dynamic team as a Client Service Manager, where you'll lead the charge in ensuring the success of our Client Service Team within your market.

As a Client Service Manager within the Client Service Team, you will be reporting to the Client Service Director and will be responsible for promoting the success of your team in your designated market segment.

Your duties will include coordinating CSP Human Resources, managing performance, planning careers, facilitating development and training, and addressing performance issues.

You will also be in charge of overseeing operational controls, ensuring compliance adherence, and managing staff readiness communication.

Furthermore, you will be providing market service management to ensure that the client service staff delivers exceptional service to customers and effectively resolves complex and non-routine issues.

Your expertise will be crucial in advising management on all service and administrative matters.

Job Responsibilities:


* 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.

Required qualifications, capabilities and skills:


* 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, m...