דרושים Retail Customer Service Account Specialist ב-גיי פי מורגן ב-United States, Houston

As an ARC Specialist in Chase Travel, you will be responsible for utilizing the TRAMS/IAR sales reporting system for travel agents, facilitating the settlement of sales, refunds, exchanges, memos, and Travel Agency Service Fees (TASFs). If you are committed to excellence and eager to advance your career in a dynamic setting, we encourage you to apply and become a valued member of our team. You are invited to explore a career opportunity with FROSCH, where we offer more than just a job.

Job Responsibilities

• Utilizing the TRAMS/IAR sales reporting system for travel agents to facilitate the settlement of sales, refunds, exchanges, memos, and Travel Agency Service Fees (TASFs).
• Processing voids, refunds, and updating commissions in both IAR and TRAMS systems to ensure accurate financial records.
• Correcting exchange tickets in the IAR and TRAMS systems to maintain consistency and accuracy in ticketing information.
• Reviewing and reconciling the Airline Reporting Corporation (ARC) report to identify any missing documents and discrepancies.
• Making necessary corrections in TRAMS or the IAR database, or both, until all missing documents and discrepancies are resolved.
• Conducting research to determine if Miscellaneous Charge Orders (MCOs) have been used or are still available for use.
• Assisting travel agents with researching invoices to ensure all transactions are accurately recorded and processed.
• Providing guidance and support to travel agents in navigating the TRAMS/IAR systems for efficient transaction management.
• Ensuring compliance with industry standards and regulations in all sales reporting and reconciliation processes.
• Collaborating with other departments to address any issues related to sales reporting and reconciliation.
• Continuously monitoring and improving processes within the TRAMS/IAR systems to enhance efficiency and accuracy.

Required Qualifications, capabilities and skills:

• Experience with IAR and TRAMS is required, demonstrating a strong familiarity with these systems to efficiently manage sales reporting and reconciliation tasks.
• A basic understanding of accounting detail and credits is required, ensuring the ability to accurately process financial transactions and maintain precise financial records.
• Previous travel industry experience is a required, providing a solid foundation in industry-specific practices and standards.
• Possess an eye for detail and honed organizational skills, enabling meticulous attention to detail and effective management of multiple tasks and priorities.
• Maintain poise and project a positive attitude, with high energy and diplomacy in work strategies, fostering a collaborative and productive work environment.

Preferred Qualifications, capabilities and skills

• Proven track record of impeccable research skills, showcasing the ability to thoroughly investigate and resolve discrepancies or issues.
• Proficient in Microsoft Office, particularly Excel and Word, to efficiently create, manage, and analyze documents and spreadsheets.

As an Agility Senior Associate in Consumer & Community Banking, you will contribute to the team by guiding and supporting solution delivery teams in adopting and adapting agile practices throughout the product development lifecycle. Leveraging your advanced knowledge of agile principles you will facilitate group discussions, decision-making processes, and collaborative activities to build continuous improvement and high performance. Your expertise in coaching, communication, and leadership will enable you to effectively manage complex projects, foster a culture of innovation, and enable the successful delivery of high-quality solutions.

Job responsibilities

• Facilitate the adoption and adaptation of agile methodologies within teams and provide guidance, training, and support to propel continuous improvement and high performance
• Collaborate with technical and global teams to ensure seamless project execution and delivery
• Demonstrate a comprehensive understanding of multiple product development lifecycle stages, methodologies, and best practices
• Create an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts
• Enable agile project delivery by facilitating the prioritization of tasks and managing resources to effectively address complex situations to achieve project goals
• Analyze and interpret policies, identify key barriers, and apply your critical thinking skills to address challenges within the product development lifecycle

Required qualifications, capabilities, and skills

• 3+ years of experience or equivalent expertise in a relevant domain, with a focus on guiding teams to adopt agile methodologies and practices
• Demonstrated expertise with Agile frameworks, supported by certifications such as such as Certified Scrum Master (CSM) or Agile Coaching (ICP-ACC)
• Hands-on experience with backlog management tools, JQL queries and dashboards in Jira or Confluence
• Experience in documentation in confluence, stakeholder management, and empowering and enabling teams to deliver high-quality results
• Knowledge of agile delivery and multiple agile approaches, including Scrum, Kanban, Extreme Programming, monitoring agility metrics; with the ability to guide teams through complex projects, emphasizing iterative progress and adaptability
• Demonstrated proficiency in facilitating group discussions, decision-making processes, and collaborative activities within teams to achieve product goals
• Showcase proficiency in agile delivery and agile approaches, with a developing ability to coach teams and strive for continuous improvement and high performance

Preferred qualifications, capabilities, and skills

• Experience in working with globally distributed teams
• Proficient knowledge of SQL
• Demonstrated ability to guide teams through a transformation journey

Job Responsibilities

• Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
• Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
• Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
• Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
• Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process

Required qualifications, capabilities, and skills

• 5+ years of leadership experience
• FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
• Strong leadership and management abilities; must be able to think strategically
• Spanish language proficiency required

Preferred qualifications, capabilities, and skills

• College degree or equivalent preferred

Responsibilities:

• Support team with administrative duties such as time and expense, scheduling of client / internal meetings, team calendar management, sending mail
• Follow up on internal document processing (e.g., account opening, money movement, wires) to provide status updates to the team and guard against roadblocks
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
• Oversee client account maintenance needs (order new check books, support clients with lost credit cards, username locks, etc.)
• Manage client gifting (e.g., purchase, distribution, tracking)
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Detail oriented to ensure all follow ups are completed in a timely manner
• Ability to communicate effectively with team members while maintaining professionalism in difficult situations
• Highly proficient user of Word, PowerPoint and Excel