Commercial Banking Client Advisor

JP Morgan Chase; Plano (TX); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Business Resource Groups

Volunteering opportunities

Focus groups – Innovation & Transform

Diversity & Inclusion initiatives

Job summary

JPMorgan Chase in Plano, TX, seeks a Client Service Associate for the Commercial Bank to manage multiple client relationships and resolve issues with treasury and cash management products.

You will be the primary contact for your portfolio, collaborating with Service Operations, Sales partners, and Bankers across the country and globally, delivering high levels of service and driving client satisfaction.

Qualifications

• Ability to influence others without direct supervision.
• Ability to provide quantifiable management reporting and present findings.
• Project Management and 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

Influence without supervision

Quantifiable reporting

Project management

Excellent communication

Strategic thinking

Team building

3+ years client facing

Job description

JPMorgan Chase in Plano, TX, seeks a Client Service Associate for the Commercial Bank to manage multiple client relationships and resolve issues with treasury and cash management products.

You will be the primary contact for your portfolio, collaborating with Service Operations, Sales partners, and Bankers across the country and globally, delivering high levels of service and driving client satisfaction.