Client Success Advisor, Commercial Banking

Aumni; Plano (TX); Vor Ort; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Plano, TX seeks a Client Service Associate for the Commercial Bank to manage relationships and resolve client requests with high-quality service. You will collaborate with Service Operations, Sales partners, and Bankers across the globe to support treasury and cash management clients.

You will act as primary contact for assigned clients, engage with senior executives, and drive ongoing client satisfaction through proactive problem solving and product recommendations.

Qualifikationen

• Data analytics and change management experience required.
• Ability to influence others without direct supervision.
• Strong ability to present findings with quantitative support.
• Proven project management and execution skills.
• Excellent verbal and written communication and organizational skills.
• Strategic thinker adaptable to change.
• Demonstrated teamwork and collaboration.
• 3+ years of client-facing work experience.

Aufgaben

• Lead assigned client book autonomously, delivering solutions and upholding JP Morgan Chase standards.
• Develop long-term client relationships and gather feedback.
• Conduct relationship reviews to identify risk and improve efficiencies.
• Discuss client trends with internal partners to tailor solutions.
• Participate in deal team meetings for new products/services.
• Encourage internal partners to recommend relevant products.
• Learn technologies to support client consultation and requests.
• Identify digital self-service opportunities for clients.
• Solicit feedback on products and services to adapt to the market.

Kenntnisse

Data Analytics & Change Management

Influence without supervision

Quantifiable reporting & findings

Project Management & Execution

Excellent communication and present|ng

Strategic thinking & adaptability

Team building & collaboration

3+ years client facing experience

Google G suites

Microsoft Office

Ausbildung

Bachelor of Science or Business Administration

Tools

Google G suites

Microsoft Office

Jobbeschreibung

JPMorgan Chase & Co. in Plano, TX seeks a Client Service Associate for the Commercial Bank to manage relationships and resolve client requests with high-quality service. You will collaborate with Service Operations, Sales partners, and Bankers across the globe to support treasury and cash management clients.

You will act as primary contact for assigned clients, engage with senior executives, and drive ongoing client satisfaction through proactive problem solving and product recommendations.