VP, Client Success – Commercial Banking & Solutions

JPMorgan Chase & Co.

Chicago, Northern (IL, KY)

Hybrid

USD 105,000 - 165,000

Full time

14 days+
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Job summary

JPMorgan Chase & Co. in Chicago, IL seeks a Client Success Officer to serve as a key liaison for Commercial & Investment Bank clients nationwide.

You will collaborate with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver exceptional client experiences and support revenue expansion. The role partners with bankers to execute business development while ensuring high client satisfaction and alignment with retention strategies across complex

Qualifications

  • Bachelor’s degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support.
  • Comprehensive knowledge of Treasury Products and Services.
  • Proven client interaction skills to calibrate & manage client expectations.
  • Demonstrated ability to work in a team environment and manage conflict.
  • Proven proficiency in resolving client issues and mobilizing internal resources.
  • Ability to motivate cross-functional teams and interact with senior leaders across multiple departments.
  • Proficient in Microsoft Office (including Project, PowerPoint, Excel) and collaboration tools.

Responsibilities

  • Contribute to strategic client reviews and long-term planning with Banking and Sales for growth opportunities.
  • Manage/resolve client escalations and issues.
  • Coordinate product implementations and service-related needs.
  • Assist in relationship review documents and generate visualizations from data.
  • Maintain ongoing relationship management routines.
  • Lead project meetings for large client implementations and plan migrations and pricing changes.
  • Collaborate with Risk for elements of risk management including fraud prevention.
  • Coordinate RFP responses and participate where applicable.
  • Support sales pitches to prospects showing the value of the service model.
  • Coordinate onboarding of new clients with KYC and related teams; assist renewals.

Skills

Client interaction
Team leadership
Conflict management
Change adaptation
Problem resolution
Cross-functional collaboration
MS Office
WebEx/Zoom familiarity

Education

Bachelor’s degree
MBA

Tools

Microsoft Office Suite

Job description

JPMorgan Chase & Co. in Chicago, IL seeks a Client Success Officer to serve as a key liaison for Commercial & Investment Bank clients nationwide.

You will collaborate with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver exceptional client experiences and support revenue expansion. The role partners with bankers to execute business development while ensuring high client satisfaction and alignment with retention strategies across complex

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