Account Specialist III Personal Investing

Join our Teambring your expertise to resolve complex inquiries and help customers reach financial goals.

As an Account Specialist III within International Consumer Banking you will play a pivotal role in delivering world-class service to customers across bothConsumer BankingandPersonal Investingneeds. You will be empowered to resolve complex inquiries support customers navigating significant financial challenges and contribute innovative ideas that enhance both the customer and colleague a fast-paced collaborative environment you will help responsibly reshape the financial services market drive operational excellence and strengthen a culture of beingNumber One for Customer Service across all industrieswhile helping make this theBest Place to Work.

Job Responsibilities

• Uphold the highest standardsof integrity customer care and risk-aware decision-making.
• Serve as the first point of contact for new and existing customers providing outstanding service and expert product knowledge acrossConsumer BankingandPersonal Investing
• Address customer concerns promptly and compassionately guiding them through expanded product offerings and supporting those in vulnerable situations.
• Take ownership of resolving complex queries at first contact whenever possible taking end-to-end ownership through full resolution and acting as the primary escalation point for issues requiring additional expertise.
• Communicate with customers across all channelswith timely accurate high-quality responses.
• Handle challenging conversations including complaints with empathy and professionalism.
• Guide customers digitallyby educating and assisting with the app and supporting new product/service launches.
• Support customers financial goalsby identifying needs and connecting them to the right partners or next steps.
• Collaborate with internal teams to resolve customer queries efficiently and contribute to a positive high-performing team environment.

Required qualifications capabilities and skills

• Minimum 1 year in a Daily Banking/InvestmentSpecialist or customer support role.
• Strong verbal and written communication skills.
• Genuine passion for helping customers and for financial services.
• Ability to understand customer needs and find effective solutions.
• Passion for learning self-development and continuous improvement.
• Willingness to work in rotating schedules and shifts.

Preferred qualifications capabilities and skills

• Experience handling challenging conversations or complaints.
• Experience working in a customer-centric high-growth environment.
• Familiarity with digital banking or wealth management products.
• Ability to identify and refer opportunities for customers financial growth.
• Strong organizational and time management skills.
• Familiarity with CRM or customer support tools.

Internal Application Eligibility Requirements

TENURE:

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business the standard tenure requirement is 12 months.

PERFORMANCE:

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview you affirm to meet the Internal Mobility Eligibility Requirements as stated in theApplying for InternalPositions Firmwide Standard.You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action following the firms HR Policies and Guidelines.

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or Line of Business specific guidelines.

Make sure your profile is updated in the new > Jobs. Attaching your updated resume is encouraged.

In partnership Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview applications will be acknowledged.