Senior Client Service Lead – Commercial Banking

JPMorgan Chase & Co.; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Client Service Senior Associate for the Commercial Bank to manage multiple client relationships, resolve requests, and coordinate with Service Operations, Sales partners, and bankers across the globe.

You will be the primary contact for assigned portfolios, engaging high-level clients and leveraging treasury and cash management products to drive service excellence and client growth.

Qualifications

• 3+ years of client-facing work experience.
• 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.
• Preferred: Passion for learning new operating models, technologies, and industry trends.

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

Influence without supervision

Management reporting & findings

Project Management

Verbal and written communication

Strategic thinking

Team building

Client facing experience

Tools

Google G Suite

Microsoft Office

Job description

JPMorgan Chase & Co. in Plano, TX seeks a Client Service Senior Associate for the Commercial Bank to manage multiple client relationships, resolve requests, and coordinate with Service Operations, Sales partners, and bankers across the globe.

You will be the primary contact for assigned portfolios, engaging high-level clients and leveraging treasury and cash management products to drive service excellence and client growth.