Strategic Client Advisor, Commercial Banking

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 Associate within the Commercial Bank to act as the primary contact for an assigned portfolio, resolving client requests and delivering solutions for treasury and cash management products.

You will work with Service Operations, Sales partners, and bankers across the US and globally, building strong relationships and helping clients achieve growth and efficiency. Some travel is required (approx.

Qualifications

• 3+ years of client-facing work experience.
• Ability to influence without direct supervision.
• Strong verbal and written communication.
• Ability to partner with operations, sales and bankers.

Responsibilities

• Lead assigned book of clients autonomously by delivering solutions and upholding JPMorgan Chase standards.
• Develop long term client relationships.
• Proactively determine service improvements and solicit client input and feedback to drive client satisfaction.
• Conduct annual relationship reviews with clients to identify potential fraud exposure and mitigate risk.
• Proactively discuss client trends/issues with internal partners to customize solutions.
• Actively participate in deal team meetings as new products and services are added.

Skills

Client relationships

Project management

Communication skills

Strategic thinking

Teamwork

Client facing

Reporting & analytics

Tools

G Suite

Microsoft Office

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service Associate within the Commercial Bank to act as the primary contact for an assigned portfolio, resolving client requests and delivering solutions for treasury and cash management products.

You will work with Service Operations, Sales partners, and bankers across the US and globally, building strong relationships and helping clients achieve growth and efficiency. Some travel is required (approx.