Client Services Advisor — Commercial Banking

JPMorganChase; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorganChase in Plano, TX is seeking a Client Service Associate for the Commercial Bank to manage a portfolio of clients and serve as the primary contact for each client. You will resolve requests, partner with Service Operations, Sales, and Bankers, and use Zoom, email, and phone to build strong relationships and deliver exceptional service.

The role emphasizes leading client relationships, delivering solutions, and driving client satisfaction through proactive improvements and collaboration

Qualifications

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

Responsibilities

• Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan 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.

Skills

Data analytics & change mgmt

Influence without authority

Management reporting & presentation

Project management

Verbal & written communication

Strategic thinking

Team collaboration

3+ years client-facing

Education

Bachelor's degree (Science or Business Administration)

Tools

Google G Suite

Microsoft Office

Job description

JPMorganChase in Plano, TX is seeking a Client Service Associate for the Commercial Bank to manage a portfolio of clients and serve as the primary contact for each client. You will resolve requests, partner with Service Operations, Sales, and Bankers, and use Zoom, email, and phone to build strong relationships and deliver exceptional service.

The role emphasizes leading client relationships, delivering solutions, and driving client satisfaction through proactive improvements and collaboration