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Account Manager III - VP Online and Private Client - Retail
Account Manager III - VP Online and Private Client - Retail-April 2024
Houston
Apr 1, 2026
About Account Manager III - VP Online and Private Client - Retail

You are a natural leader. You do what's right for customers and colleagues and you inspire others to do the same. Join our dynamic team and make a meaningful impact by leading your team to create great customer experiences that cultivate long-lasting relationships.

As an Account Manager III - VP Online and Private Client - Retail in Consumer Community Banking (CCB), you will directly manage a group of Specialists and/or Analysts who are responsible for engaging with our customers to offer options that provide appropriate solutions and/or processing the work associated with this function. You will also be accountable for achieving key service metrics, meeting or exceeding financial/productivity goals, ensuring business partner/employee satisfaction, and managing and implementing ongoing improvement initiatives, while maintaining adherence to risk and control guidelines within complex functions and processes, which will involve higher level decision making and empowerments. You will ensure all work is processed within assigned service levels and meets Legal/Compliance requirements. You will demonstrate exceptional leadership skills in creating an environment where employees are engaged and deliver optimum performance.

Job Responsibilities:

Define and lead end to end strategy and initiatives to support the Online segments

Own overall performance and initiative implementation across all online segments

Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing) to progress overall objective

Define the scope of projects, setting clear objectives and deliverables

Lead teams in project execution to identify issues and actionable opportunities, design solutions and quantify potential impact to the business

Develop and deliver CEO-level executive communications

Develop junior team members both formally and informally

Serve as the primary liaison for matters related to controls, legal, and compliance, ensuring all initiatives adhere to relevant regulations and standards

Determine channel KPIs and operational metrics for reporting and optimization

Partner with data and analytics teams to create performance and reporting dashboards

Required qualifications, capabilities and skills:

5 years of Call center experience, with expertise in online segments

Experience in setting up and evolving new operational processes

Experience in leading strategy and implementing initiatives across different business segments.

Strong ability to communicate clearly and persuasively with diverse audiences, including executives, team members, and stakeholders

Ability to analyze complex data, identify problems, and develop effective solutions with strong organizational skills to manage multiple projects and timelines simultaneously

Ability to build and maintain strong relationships with partners and stakeholders to drive change and achieve strategic goals

Resilience and determination to overcome challenges and maintain focus on objectives.

Strong project management skills

Proficient in Microsoft Suite (Word, Excel, PowerPoint)

Highly adaptable, curious, and possessing a growth mindset and the ability to think both analytically and creatively when planning and problem-solving

Preferred qualifications, capabilities, and skills:

Experience working within a large, matrixed organization or across business functions

Strong understanding of Contact Center systems and tools

Solid experience with Tableau is a plus

Demonstrate experience in financial services industry

Bachelor's degree in Marketing, Communications, Business, or a related field

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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