VP, Client Success & Growth - Commercial & Investment Bank

Testing Site - JPMC; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

Testing Site - JPMC is seeking a Client Success Officer within the Commercial & Investment Bank to serve as a key liaison for our clients. You will work with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver an enhanced client experience for existing and newly onboarded clients.

This role drives retention, growth, and service excellence, coordinating strategic reviews, managing escalations, and supporting migrations and pricing changes.

Qualifications

• Bachelor’s degree or 5+ years in business ops or client services.
• Knowledge of treasury products and services.
• Strong client interaction and conflict resolution skills.
• Experience coordinating cross‑functional teams.
• Proficiency with Office tools: Project, PowerPoint, Excel.

Responsibilities

• Contribute to strategic client reviews and long-term planning with Banking and Sales on growth opportunities.
• Manage/resolve client escalations and issues.
• Coordinate product implementations and service related needs.
• Assist in relationship review documents and data visualizations.
• Maintain ongoing relationship management routines.
• Manage project meetings for large client implementations and migrations.
• Work with Risk for fraud prevention elements.
• Coordinate RFP responses and participate where applicable.
• Coordinate with Banking team to pitch services for prospects.
• Handle setup, invoicing and billing for treasury and cash management products.
• Assist onboarding of new-to-bank clients and renewals.

Skills

Client interaction

Team collaboration

Problem resolution

Microsoft Office

Stakeholder communication

Education

Bachelor’s degree

MBA

Tools

Microsoft Project

PowerPoint

Excel

WebEx/Zoom

Job description

Testing Site - JPMC is seeking a Client Success Officer within the Commercial & Investment Bank to serve as a key liaison for our clients. You will work with Bankers, Treasury Management Officers, Client Service, Implementations, and KYC teams to deliver an enhanced client experience for existing and newly onboarded clients.

This role drives retention, growth, and service excellence, coordinating strategic reviews, managing escalations, and supporting migrations and pricing changes.