Senior Client Service Advisor - Commercial Banking

JPMorganChase; Tempe (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorganChase in Tempe, AZ seeks a Client Service Senior Associate for our Commercial Bank to manage multiple client relationships and support treasury and cash management products. You will be the primary contact for portfolio clients, coordinating with service operations, sales partners, and bankers across the globe.

The role emphasizes proactive relationship reviews, issue resolution, and delivering tailored solutions while upholding firm standards.

Qualifications

• Comprehensive knowledge of Treasury Services and/or Custom Card products.
• Data Analytics & Change Management experience.
• 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 JPMorganChase 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

Data analytics

Influence without supervision

Management reporting

Project management

Communication skills

Strategic thinking

Teamwork

Client facing experience

Education

Bachelor's degree

Tools

G Suite

Microsoft Office

Job description

JPMorganChase in Tempe, AZ seeks a Client Service Senior Associate for our Commercial Bank to manage multiple client relationships and support treasury and cash management products. You will be the primary contact for portfolio clients, coordinating with service operations, sales partners, and bankers across the globe.

The role emphasizes proactive relationship reviews, issue resolution, and delivering tailored solutions while upholding firm standards.