1397 Servicing Jobs - Page 4

Responsible for delivery of services with the satisfaction of customer and client Key Responsibilities To report for duties well-groomed and in proper uniform (Haircut, Nails, Uniform, Shoes, Pad, pencil etc) Attend briefing before start of shift and debriefing at the end of shift Check the menu and note special instructions from the supervisor at the beginning of the day To do all MIS end place correctly before the service time to ensure agreed standards of service Provide food and beverage services in a proper manner Speak in a empathetic tone and communicate all information to his supervisor Keep track of all food services made during his shift by maintaining proper service delivery and clearance records at the site Maintain a clean and neat work environment Take proper handover at beginning of shift and give correct handover before leaving (including service and clearance cards) Ensure proper mis-end-place, and see that clean, dry and proper equipment is used as per the SOP laid down Any other duty as instructed by his immediate Supervisor/Manager from time to time Key Competencies: Previous food handling experience in a corporate environment Excellent grooming and personal presentation Good communicator, friendly and receptive to clients needs Customer service orientation Punctuality and accurate time keeping Ability to work unsupervised and show initiative Ability to work as part of a team

The job is located in Mumbai and Pune and requires a candidate with a qualification of B.Sc./Diploma holder /B.E in ECE, EEE, EIE. The position is open for male candidates with a minimum of 2 to 4 years of servicing experience on Pharmaceutical or Biotechnology laboratory equipment. The products involved include Process Equipment/Autoclave, Washers, DHS, Isolator, Glove box, Pure steam generator, and multiple Distiller, Fermenter. The customers serviced are Pharmaceutical Companies. Job responsibilities include customer support such as installation, managing installation and commissioning, understanding customer product and site requirements, resolving issues at customer site, ensuring guidelines and standards are met, providing training to customers on operating the equipment, providing supervisory and technical support to colleagues, understanding new equipment/technology, and sales activities like generating AMC revenue, service revenue, spares revenue, sales inquiries, and attending courtesy calls. After-sales service involves repairing faulty equipment on-site and in the office, free service calls, and coordination with OPD and Sales. The requirements for the role include good analytical and technical skills, result-oriented and achievement-driven mindset, knowledge of validation documentation, good communication skills, ability to work independently and under pressure, and willingness to travel. The interested candidates can submit their CV and application letter to jobs@saksham.co.in.,

As a Mortgage Operations Manager at New American Funding (NAF) - India, you will play a crucial role in overseeing the daily operations of mortgage origination, processing, underwriting, closing, and servicing. Your primary responsibility will be to lead and mentor the operations team leads to ensure productivity, accuracy, and quality standards are met consistently. You will be tasked with analyzing operational metrics and preparing performance reports for senior management, providing strategic solutions to operational challenges, and contributing towards process improvement initiatives. It will be essential to ensure that the processes are executed according to Standard Operating Procedures and that daily work is managed within specified timelines. In this role, you will align team members with the needs of the onshore team, allocate targets, and facilitate tool usage to support task performance effectively. Monitoring workflow, tracking team performance, deploying resources, and planning capacity will be part of your regular responsibilities. Additionally, you will review key process metrics, conduct Root Cause Analysis (RCA) to enhance quality parameters, and manage shift operations and leave planning efficiently. To qualify for this position, you should have a minimum of 10+ years of experience, with 5 to 7 years of team handling experience. Strong knowledge of US mortgage regulations and guidelines will be considered an added advantage. Proficiency in English, both spoken and written, is essential, along with expertise in using MS Office applications such as Word, Excel, and PowerPoint. You should possess excellent analysis and problem-solving skills, a strong control awareness, and the ability to build and motivate teams effectively. If you are looking to join a dynamic team at NAF - India that values technology, process efficiency, and exceptional support for homeowners and homebuyers, this opportunity is ideal for you. Bring your expertise in mortgage operations management and leadership skills to drive success in a fast-paced and innovative environment.,

Join our team at Medekom Ventures Pvt. Ltd. and embark on a journey at the forefront of Medical Device Innovation! As a Service Engineer for Medical Devices, you will play a crucial role in the installation, commissioning, maintenance, and servicing of High-end Medical Equipment. This position requires extensive travel and is based in Hyderabad. To be successful in this role, you should have 2-5 years of experience and hold a BE/B-Tech degree in Biomedical, Mechanical, or Electronics. Alternatively, a Diploma Holder with significant experience in the field of medical devices may also be considered. Key qualifications for this position include customer handling experience, customer orientation, the ability to work under pressure, and adept problem-solving skills. A strong sense of teamwork is essential, and knowledge of computer software/hardware installation will be advantageous. If you are looking to make a meaningful impact in the field of Medical Device Innovation and possess the necessary qualifications and experience, we invite you to join our dynamic team at Medekom Ventures Pvt. Ltd. Visit our website at https://www.medekom.com for more information.,

The role of Relationship Manager in the Sales Department (Secured Loan) based in Karnataka Branches including Ramanagara, Nelamangala, Krishna Raja Nagara, and Maddur involves various responsibilities. As a Relationship Manager, your primary responsibility will be to ensure branch productivity by adhering to processes related to disbursement, collection, and more. You should demonstrate the potential to take initiative in building a growing customer base for the branch. Additionally, you will be responsible for recruiting relationship managers for specific branches, managing the Profit and Loss of the branch, and overseeing individual and team targets. Your role will also entail sourcing, servicing, and disbursing business while effectively managing overdue collections. Ensuring the productivity and business performance of the team will also be a key aspect of your responsibilities. Ideal candidates for this role would have a graduate or post-graduate degree in any discipline. Moreover, candidates should possess a minimum of 6 months to 5 years of experience in LAP (Loan Against Property) or Business loan services. Previous experience in team handling is a must for potential candidates applying for this position.,

As a member of the Group Company ACG Pam PharmaTechnologies Pvt Ltd, your primary responsibilities will include troubleshooting equipment malfunctions such as drilling machines, press machines, compressors, and more. You will be responsible for servicing and replacing old equipment to ensure smooth operations. Your key result areas will involve conducting routine maintenance and inspections of equipment, as well as performing maintenance process audits. You will also be tasked with establishing maintenance procedures and protocols to uphold operational standards. In this role, you will interact with various stakeholders to set and track maintenance Key Performance Indicators (KPIs). You will oversee the maintenance of production and electrical equipment to maintain efficiency and effectiveness. To qualify for this position, you should hold a Bachelor's degree in Engineering. Technical competencies required for this role include knowledge of utility and process equipment operation and maintenance, electronics component inspection, and the ability to perform preventive and breakdown maintenance. Join our team and contribute to the efficient maintenance and operation of equipment critical to our organization's success.,

Reliance Mutual Fund Pvt Ltd is looking for Relationship Manager - All to join our dynamic team and embark on a rewarding career journey Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships with prospective and existing clients. Researching and pursuing new business opportunities. Identifying clients' needs and requirements and proposing suitable solutions. Providing clients with comprehensive product/service consultations and guiding their decision-making process. Upselling and cross-selling products/services to clients. Resolving complaints and issues efficiently and in a timely manner. Meeting sales/revenue targets. Ensuring client satisfaction.

Vertiv Group Corp is looking for Supervisor Field Service to join our dynamic team and embark on a rewarding career journeyGood Communication, Supervision, Team Leading Experience supervising/coaching staff.Strong analytical skills.Assertive, Self Confident and Team playerPositive AttitudeTakes pride in their workAbility to work Independentlyleadership skills for getting work done, persuasiveWell Groomed

BOZO EV is looking for Mechanic - Mechanical (Lalganj, Uttar Pradesh) to join our dynamic team and embark on a rewarding career journeyInspect, diagnose, and repair mechanical issues in vehicles, machinery, or equipment to ensure proper functioning and safety.Perform routine maintenance tasks such as oil changes, brake adjustments, tire rotations, and part replacements.Use diagnostic tools and manuals to identify problems and determine appropriate repair solutions.Maintain accurate records of services performed, parts used, and customer interactions.Ensure all repairs comply with manufacturer specifications and safety regulations.Communicate effectively with customers or supervisors regarding repair needs, timelines, and cost estimates.

BOZO EV is looking for Mechanic - Electrical (Lalganj, Uttar Pradesh) to join our dynamic team and embark on a rewarding career journeyInspect, diagnose, and repair mechanical issues in vehicles, machinery, or equipment to ensure proper functioning and safety.Perform routine maintenance tasks such as oil changes, brake adjustments, tire rotations, and part replacements.Use diagnostic tools and manuals to identify problems and determine appropriate repair solutions.Maintain accurate records of services performed, parts used, and customer interactions.Ensure all repairs comply with manufacturer specifications and safety regulations.Communicate effectively with customers or supervisors regarding repair needs, timelines, and cost estimates.

Service Engineer As a Service Engineer at Madhus Garage Equipments, you will be responsible for providing field services including repair, maintenance, and installation of automotive workshop equipment such as wheel aligners, balancers, changers, 2-post lifts, and other garage equipment. You will work closely with customers to ensure their equipment operates efficiently, minimizing downtime and optimizing performance. Job Responsibility Perform on-site repair, maintenance, and troubleshooting of wheel aligners, balancers, changers, 2-post lifts, and other garage equipment. Conduct diagnostic tests to identify equipment malfunctions and determine appropriate solutions. Ensure timely completion of service calls and adherence to service schedules. Install new equipment and conduct commissioning procedures to ensure proper functionality. Provide training to customers on the operation and maintenance of newly installed equipment. Provide technical assistance to customers over the phone or through remote troubleshooting tools. Offer guidance on equipment operation, troubleshooting techniques, and preventive maintenance procedures. Establish and maintain positive relationships with customers, addressing their inquiries and concerns promptly and professionally. Collaborate with the sales and customer service teams to address customer needs effectively. Maintain accurate records of service activities, including service reports, work orders, and parts usage. Submit timely reports on service activities, including completed tasks, parts used, and customer feedback. Adhere to company and industry standards for quality, safety, and compliance. Follow proper safety protocols and procedures while performing service activities Qualifications Bachelors degree or diploma in Mechanical Engineering, Automotive Engineering, or related field. Previous experience in servicing and repairing automotive workshop equipment is highly preferred. Proficiency in diagnosing and troubleshooting mechanical and electrical issues. Strong technical aptitude and problem-solving skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Willingness to travel extensively and work flexible hours as needed. Valid drivers license and clean driving record

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

POSITION SUMMARY: The Research Department is part of our Servicing Business Unit and is a customer-facing team that handles customer requests. The team is responsible for reviewing inquiries/complaints/requests received and works with the appropriate business units as needed to effectively resolve and respond to customer correspondence within the stipulated timelines. JOB FUNCTION AND RESPONSIBILITIES: Review customer s correspondence to comprehend the nature of inquiry/complaint. Carry out detailed and accurate analysis of the customers concern and provide a complete and accurate response. Coordinate with other Business Units to obtain data/details required to respond effectively and within TAT to customer correspondence. Support the Research department by performing all processing and administrative duties to support the department. Delight our customers through caring service and innovative homeownership solutions. QUALIFICATION: Any Graduate Good written and verbal communication skills should be able to write and articulate complex cases concisely. Proficient with Microsoft Office products including Excel, Word, etc Logical and analytical thinking - ability to resolve complex research cases. No documented disciplinary action in the past 12 months. Should have an Appraisal rating of Fully Meets Expectations or above in the last completed performance cycle. Should have completed 12 months in the organization and 09 months in the current role. WORK SCHEDULE OR TRAVEL REQUIREMENTS: Hybrid working model

POSITION SUMMARY: Associate will be responsible for: Reviewing loan and validating fees before closing Collaborating with vendors, loan processors and closers to resolve any missing conditions JOB FUNCTIONS AND RESPONSIBILITIES Understand Loan Origination process. Review mortgage-related documents for completion and accuracy. Ensure documents meet Investor requirements and guidelines. Update required data accurately in PHH system. Highlight and escalate in case of compliance or guidelines violation. Work in excel spreadsheets that are used for tracking and reporting. EDUCATION / EXPERIENCE Should be a graduate. Understanding of the Mortgage Servicing Industry. Effective communication and analytical skills required. Proficient in MS Office (Excel, Word and PowerPoint). No documented disciplinary action in the past 12 months. Should have an Appraisal rating of Fully Meets Expectations or above in the last completed performance cycle. Should have completed 12 months in the organization and 9 months in the current role. WORK SCHEDULE OR TRAVEL REQUIREMENTS Night shift and should report to office for training purpose.

POSITION SUMMARY: Associate will be responsible for: Reviewing loan and validating fees before closing Collaborating with vendors, loan processors and closers to resolve any missing conditions JOB FUNCTIONS AND RESPONSIBILITIES Understand Loan Origination process. Review mortgage-related documents for completion and accuracy. Ensure documents meet Investor requirements and guidelines. Update required data accurately in PHH system. Highlight and escalate in case of compliance or guidelines violation. Work in excel spreadsheets that are used for tracking and reporting. EDUCATION / EXPERIENCE Should be a graduate. Understanding of the Mortgage Servicing Industry. Effective communication and analytical skills required. Proficient in MS Office (Excel, Word and PowerPoint). No documented disciplinary action in the past 12 months. Should have an Appraisal rating of Fully Meets Expectations or above in the last completed performance cycle. Should have completed 12 months in the organization and 9 months in the current role. WORK SCHEDULE OR TRAVEL REQUIREMENTS Night shift and should report to office for training purpose.

Job Summary We are seeking a dedicated professional for the role of TL-Performing Servicing with 6 to 8 years of experience. The ideal candidate will have expertise in MS Excel and a background in mortgage-related domains such as foreclosure claim file servicing and escrow administration. This role requires working from the office during night shifts with no travel obligations. Responsibilities The Team Leaders objective is to actively lead and motivate a team in accordance with laid down procedures to achieve and maintain requisite standards of quality and productivity. He she will report to the Team Manager Delivery Manager Operations who will be the first point of contact for any issues questions or concerns. Key Result Areas KRAs Leadership The Team Leader is expected to actively lead and motivate the team for whom he she is the primary point of contact. The Team Leader is expected to be close to the team and be aware of issues including potential issues within the team and appropriately resolve escalate the same. The Team Leader should be aware of the strengths and weaknesses of his her team members and provide them with appropriate guidance and direction. The Team Leader is expected to actively promote the company ethos and create and maintain an environment which encourages retention. The Team Leader is expected to identify and implement feasible solutions to issues which could lead to attrition. Operations Experience of working in US Mortgage Escrow experience Understand escrow lines or products Knowledge of core logic lareta proctor or assurant activities Understood Tax amount reporting pre boarding loans comprehension of HUD and Initial escrow statement working in Escrow set up Analysis and Cancellations. Knowledge of mobile homes good to have Mortgage Insurance cancellations Hazard Insurance Must have knowledge on loss drafts flood zones hazard claim filing etc The Team Leader is expected to ensure that all team members meet or exceed the productivity and quality targets and recommend corrective action necessary for underperformers. The Team Leader is expected to ensure smooth operations on a daily basis by ensuring all service level agreements are met in terms of quality productivity and turnaround time by active interaction with the business area. The Team Leader is expected to take ownership of identification and resolution of daily operational admin and technical issues. The Team Leader should ensure timely and accurate submission of all reports sought by the management or by the business area and ensure high levels of internal and external customer service. The Team Leader is expected to periodically review and suggest possible revision of the quality and productivity targets based on the teams performance in order to improve overall process efficiency and deliver excellent customer service. The Team Leader is expected to Initiate Training and Updates to the team members The Team Leader is expected to keep the Manager appraised of members needs staffing issues technical and performance issues The Team Leader is expected to interact with the BA in order to be transparent on the business front Teamwork The Team Leader is expected to create and maintain an environment that fosters teamwork in which each member is an eager contributor. The Team Leader is expected each team member is a functional unit of a very cohesive team and share a close bond with their peers. The Team Leader is expected to actively participate and encourage participation in team events. Continuous Improvement The Team Leader is expected to constantly improve upon current performances and raise the bar of expectations and standards. The Team Leader is also expected to contribute ideas suggestions which improve the process efficiency or enhance the way we work. The Team Leader should constantly strive to invite suggestions from the team and implement them if found feasible. Appraisals The Team Leader is expected to conduct and document appraisal reviews of the team members on at least a monthly basis. The Team Leader should give feedback to individual team members in a manner not offensive to the team member focusing on the performance rather than the personality of the individual in an unbiased and unprejudiced way. The Team Leader should be objective and specific while delivering feedback and avoid being general. The Team Leader is expected to be open and receptive to feedback. Qualification Graduate 6 plus years of experience in U.S Mortgage Servicing Default Servicing Escrow Good understanding of U.S. Mortgage Banking Loan Servicing cycle Minimum of two years in the team handling role Skill Sets Good interpersonal skills Prioritizing and Time Management Planning and Organizing Skills Good Knowledge of MS office Flexibility to work in different shifts Acceptability by the team Good written and verbal communication US Mortgage Industry knowledge Certifications Required Microsoft Office Specialist: Excel Certification

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Market Management Engineering & Surety LOB Market mapping and acquisition of corporate clients, ensuring achievement of defined targets. Acquiring new clients and managing existing clients to ensure effective client acquisition, engagement and retention Upsell / cross-sell to clients to drive growth in business Strategically align with brokers to maximize penetration of broker business Relationship management: Drive continued business through clients and brokers by maintaining high servicing standards Market Engagement with clients and brokers to enhance visibility with the aim of broaden and deepen the business

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies.

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies.

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist II within JPMorganChase, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment. You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role. Job responsibilities Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness. Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions. Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes. Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities. Required qualifications, capabilities, and skills Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions. Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience. Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions. Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes. Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities. High school diploma or GED required. Physical requirements sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time. Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist II within JPMorganChase, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve moderately complex tasks within a structured and supervised environment. You will be tasked with extracting checks and remittances from envelopes, inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role. Job responsibilities Process and clear transactions, adhering to established routines and procedures, ensuring accuracy and timeliness. Handle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints Escalate non-routine issues to senior team members, applying common sense and experience of similar situations to identify potential solutions. Contribute to innovation efforts by applying knowledge of artificial intelligence and automation to optimize transaction processes. Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activities. Required qualifications, capabilities, and skills Baseline knowledge of transaction management processes, including processing, clearing, servicing, researching, and settling transactions. Demonstrated ability to handle customer inquiries and requests, with a focus on providing a positive customer experience. Experience with escalating non-routine issues, applying common sense and experience of similar situations to identify potential solutions. Developing proficiency in artificial intelligence and automation, with experience applying these technologies to optimize transaction processes. Familiarity with market products and industry regulations, with the ability to apply this knowledge to ensure compliance in transaction activities. High school diploma or GED required. Physical requirements sitting up to 95% of the time, standing up to 10% of the time, lifting up to 5% of the time and up to 50 pounds, walking up to 10% of the time. Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies.