Client Success Manager

Next Frontier Capital; Plano (TX); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health benefits

On-site health centers

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Plano, TX, seeks a Client Success Regional Manager to lead a team of Client Service Managers within the Commercial Bank. You will manage client relationships, drive process improvements, and shape the client experience across business lines.

This role requires strong analytical, change-management, and leadership skills. You will develop strategies, monitor performance, and collaborate with senior management to deliver best-in-class service.

Qualifications

• Comprehensive knowledge of Treasury Services and/or Custom Card products.
• Data Analytics & Change Management experience - including presenting findings.
• 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.
• 6+ years of client facing work experience.
• Delivering Coaching and Feedback/People Management.
• Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.

Responsibilities

• Anticipate and manage work volumes, adhering to established policies and deadlines
• Collaborate with stakeholders to effectively resolve client issues / escalations
• Analyze and interpret client data to identify trends and develop department strategy
• Drive change initiatives, business strategy and technology enhancements programs
• Manage in dynamic, high-pressure environments and contribute to business resiliency planning
• Attract, develop and retain top talent. Coach and engage – to drive performance
• Evaluate team and individual performance to achieve business objectives. Nurture diverse and inclusive work culture
• Build and maintain a culture of trust, transparency and integrity
• 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
• Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and influencing adoption

Skills

Treasury Services knowledge

Data Analytics & Change Management

Influence without supervision

Management reporting

Project Management

Communication skills

Strategic thinking

Team building

Client facing experience

Education

Bachelor's degree or 6+ years equivalent work experience

Tools

Google G Suite

Microsoft Office

Job description

As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience. This role is your chance to shape the future of commercial banking and be the reason our clients choose to stay with us. Embrace the challenge and be part of a diverse and inclusive team that values growth and community impact. Your journey to success starts here!

As a Client Success Regional Manager within the Commercial Bank, you will lead a team of Client Service Managers dedicated to providing best-in-class service to our clients. You will play a crucial role in managing relationships, driving change, and enhancing the client experience. We value a culture of trust, transparency, and integrity, and we are committed to your professional growth and development. Join us in making a positive impact on our clients and the wider community.

Job Responsibilities

• Anticipate and manage work volumes, adhering to established policies and deadlines
• Collaborate with stakeholders to effectively resolve client issues / escalations
• Analyze and interpret client data to identify trends and develop department strategy
• Drive change initiatives, business strategy and technology enhancements programs
• Manage in dynamic, high-pressure environments and contribute to business resiliency planning
• Attract, develop and retain top talent. Coach and engage – to drive performance
• Evaluate team and individual performance to achieve business objectives. Nurture diverse and inclusive work culture
• Build and maintain a culture of trust, transparency and integrity
• 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
• Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and influencing adoption

Required Qualifications, Skills and Capabilities

• Comprehensive knowledge of Treasury Services and/or Custom Card products
• Data Analytics & Change Management experience - including presenting finding
• 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
• 6+ years of client facing work experience
• Delivering Coaching and Feedback/People Management
• Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.

Preferred Qualifications, skills and capabilities

• Previous Team Management Experience
• Bachelor of Science or Business Administration Degree and/or 6+ years equivalent work experience
• Google G suites / Microsoft Office adept

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including 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. We also make reasonable accommodations for applicants and employees religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Lead a team of Client Service Managers who work with clients to resolve issues around their Commercial Bank products and services.