Senior Client Advisor, Treasury & Cash Management

JPMorgan Chase & Co.; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service Senior Associate for the Commercial Bank. You will manage multiple client relationships, resolve inquiries, and collaborate with Service Operations, Sales partners, and Bankers across the U.S.

to deliver trusted service. You will act as the primary contact for your portfolio, engaging with senior client executives to research issues, mitigate risks, and drive client satisfaction while leveraging digital tools for self-service

Qualifications

• Comprehensive knowledge of Treasury Services and/or Custom Card products.
• 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 our medium to complex clients autonomously by delivering solutions to clients 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

Treasury Services knowledge

Client relationship skills

Influence without supervision

Management reporting

Project Management

Communication skills

Strategic thinking

Team collaboration

Client facing experience

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service Senior Associate for the Commercial Bank. You will manage multiple client relationships, resolve inquiries, and collaborate with Service Operations, Sales partners, and Bankers across the U.S.

to deliver trusted service. You will act as the primary contact for your portfolio, engaging with senior client executives to research issues, mitigate risks, and drive client satisfaction while leveraging digital tools for self-service