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Client Service Associate

CareerBuilder

Posted on: 08 Mar 2024

Job Location: Plano, US

Job Description:

Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Associate in the Commercial Bank you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

As a Client Service Associate you are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients. Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities

Lead your assigned book of clients autonomously by delivering solutions 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
Required Qualifications, Skills and Capabilities

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
Preferred Qualifications

Comprehensive knowledge of Treasury Services and/or Custom Card products
Bachelor of Science or Business Administration Degree
Passion for learning new operating models, technologies, and industry trends
Google G suites / Microsoft Office adept
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
Help the community through expansive volunteer opportunities
Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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