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 Senior 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. 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. You will 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. You will 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 our medium to complex clients autonomously by delivering solutions to clients 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 changes in
commercial banking landscape
Required qualifications, skills and capabilities
- Comprehensive knowledge of Treasury Services and/or Custom Card products
- 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
- Minimum of at least 3 years of client facing work experience
Preferred qualifications, skills and capabilities
- Bachelor of Science or Business Administration Degree
- Passion for learning new operating models, technologies, and industry trends
- Google G suites / Microsoft Office adept