Retail: Customer Service Account Specialist I Bilingual English and Spanish Required

JPMorgan Chase & Co. • Lake Mary, FL

10d

About The Position

As a Specialist I in Account Service at JPMorganChase, you are the first point of contact for clients and provide customer service across various financial products. The role handles inbound calls, builds customer relationships, and offers solutions to meet client needs in a fast-paced call center environment. Work follows established procedures and a well-defined framework; non-standard issues are referred to a supervisor. The role requires bilingual fluency in English and Spanish and involves routine tasks, multitasking across computer systems, and contributing to team and business goals.

Requirements

• Fluent in reading and speaking both Spanish and English.
• Communication, information-gathering, and decision-making skills.
• At least 1 year of customer interaction and support experience in phone or face-to-face settings, with the ability to multitask across computer systems and work accurately.
• Ability to manage complex customer interactions with empathy, composure, and sound judgment.
• Ability to adjust to new situations and navigate different cultural contexts and workplace environments.
• Adaptability and efficiency in fast-paced, dynamic, results-driven environments.
• Ability to solve problems and present and explain solutions effectively.
• Ability to learn products and systems quickly, embrace challenges, seek feedback, and work toward performance goals.
• Proficient computer literacy, including experience using technology to solve problems and communicate professionally.
• High school diploma or GED.
• Willingness and ability to work schedules during operating hours, which may include evenings and weekends, and attend training at scheduled times that may differ from regular work hours.

Nice To Haves

• Developing ability to use data to understand issues and opportunities.
• Developing skills in using AI technology for automation and prompt writing.
• Exposure to AI-enabled business tools and willingness to adopt emerging technologies that support process improvement and operational excellence.
• For internal applicants, preferred experience supporting multiple CCB Operations functions or lines of business.

Responsibilities

• Manage a high volume of inbound calls, potentially more than 100 daily, and provide comprehensive support for financial products.
• Use customer service expertise to interpret customer needs and deliver ongoing insights.
• Navigate multiple computer systems efficiently and demonstrate adaptability and resilience.
• Work independently and collaboratively to support team success and achieve goals.
• Follow regulatory and departmental practices and procedures.
• Take ownership of customer interactions, treating customers with respect and responding with empathy.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED