Commercial Banking Client Advisor

Testing Site - JPMC; Plano (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, Texas, seeks a Client Service Associate within the Commercial Bank to manage relationships and support treasury and cash management products.

You will coordinate with Service Operations, Sales partners, and Bankers located in the United States and across the globe, serving as the primary contact for each client. Travel involved to visit clients and internal partners.

Qualifications

• 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 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

Management reporting

Project management

Verbal & written communication

Strategic thinking

Teamwork

Client facing 3+ yrs

Tools

Google G suites

Microsoft Office

Job description

JPMorgan Chase & Co. in Plano, Texas, seeks a Client Service Associate within the Commercial Bank to manage relationships and support treasury and cash management products.

You will coordinate with Service Operations, Sales partners, and Bankers located in the United States and across the globe, serving as the primary contact for each client. Travel involved to visit clients and internal partners.