Client Service Associate (Commercial Bank) JPMorgan Chase

Job Highlights

Company Profile

JPMorgan Chase is one of the oldest financial institutions. It offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.

Job Profile

The company is looking for a Client Service Associate (Commercial Bank) who will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Serve as the primary point of contact for each client assigned to your portfolio.

Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers, and other high-level client contacts to help research and resolve issues for our Commercial Bank clients.

Communicate through Zoom, email, and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Education Level

• Bachelor of Science or Business Administration Degree (preferred)

Work Experience

• 3+ years of client-facing work experience

Duties/Responsibilities

• Actively participate in deal team meetings as new products and services are added to clients
• Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
• Develop long-term client relationships
• Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
• Influence internal partners to recommend products and services based on knowledge of client behaviors
• Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
• Learn and understand existing and upcoming technologies to support client consultation and requests
• Proactively discuss client trends/issues with internal partners to further customize solutions for clients
• Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
• Solicit feedback on product and service offerings to continuously adapt to the ever-changing commercial banking landscape

Preferred Qualifications

• Comprehensive knowledge of Treasury Services or Custom Card products
• Passion for learning new operating models, technologies, and industry trends
• Google G suites/Microsoft Office adept

Skills/Knowledge/Abilities

• Ability to influence others without direct supervision
• Ability to provide quantifiable management reporting and present findings
• Data Analytics and Change Management experience
• Demonstrated team-building skills and ability to work in a team environment
• Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills
• Project Management and Execution
• Strategic thinking with the ability to adapt to change

Benefits/Perks

• The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Employer’s Statement

JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicant regardless of their 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.