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Client Service Associate
2 months ago
Job Highlights
Title
Client Service Associate (Commercial Bank)
Type
Full Time
Experience
3+ Years
Function
Client Service
Location
Charlotte, NC, United States
Company
JPMorgan Chase
Company Profile
JPMorgan Chase
is one of the oldest financial institutions. It offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.
Job Profile
The company is hiring a
Client Service Associate (Commercial Bank)
who will
resolve client requests
while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
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.
Education Level
Bachelor of Science
or Business Administration Degree
(preferred)
Work Experience
3+ years of client-facing work experience
Duties/Responsibilities
Actively participate in deal team meetings as new products and services are added to clients
Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
Develop long-term client relationships
Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
Influence internal partners to recommend products and services based on knowledge of client behaviors
Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
Learn and understand existing and upcoming technologies to support client consultation and requests
Proactively discuss client trends/issues with internal partners to further customize solutions for clients
Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
Solicit feedback on product and service offerings to continuously adapt to the ever-changing commercial banking landscape
Preferred Qualifications
Comprehensive knowledge of Treasury Services or Custom Card products
Passion for learning new operating models, technologies, and industry trends
Google G suites/Microsoft Office adept
Skills/Knowledge/Abilities
Ability to influence others without direct supervision
Ability to provide quantifiable management reporting and present findings
Data Analytics and Change Management experience
Demonstrated team-building skills and ability to work in a team environment
Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills
Project Management and Execution
Strategic thinking with the ability to adapt to change
Benefits/Perks
The company offers benefits that include comprehensive healthcare coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Employer’s Statement
JPMorgan Chase is an Equal Opportunity Employer. The company considers all qualified applicant regardless of their 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.
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