Client Relationship Leader, Commercial Banking

JPMorgan Chase & Co.

Irvine (CA)

Sur place

USD 55 000 - 85 000

Plein temps

Il y a 15 heures
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Avantages offerts par ce poste

Volunteering opportunities
Diversity groups (BRGs)
Focus groups on Innovation & Transform

Résumé du poste

JPMorgan Chase & Co. in Irvine, CA seeks a Client Service Associate within the Commercial Bank to manage relationships and resolve client inquiries about treasury and cash management services.

You will work with Service Operations, Sales partners, and bankers in the US and globally, becoming the primary contact for an assigned portfolio and using Zoom, email and phone to deliver trusted service. This role emphasizes proactive relationship management, risk awareness, and collaboration across

Qualifications

  • 3+ years of client facing work experience.
  • Ability to influence others without direct supervision.
  • Excellent verbal, written, interpersonal, presentation and organizational skills.

Responsabilités

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

Connaissances

Relationship mgmt
Client service
Communication
Presentation
Strategic thinking
Team player
Project mgmt
Client facing

Outils

Zoom
Microsoft Office

Description du poste

JPMorgan Chase & Co. in Irvine, CA seeks a Client Service Associate within the Commercial Bank to manage relationships and resolve client inquiries about treasury and cash management services.

You will work with Service Operations, Sales partners, and bankers in the US and globally, becoming the primary contact for an assigned portfolio and using Zoom, email and phone to deliver trusted service. This role emphasizes proactive relationship management, risk awareness, and collaboration across

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