Join our team as a Client Service Analyst and be at the forefront of creating impactful financial solutions. Collaborate with industry experts, enhance your skills, and drive success in a dynamic environment. If you're detail-oriented and passionate about making a difference, this opportunity is for you!
Job Summary:
As a Client Service Analyst for Commercial Real Estate, you will report to a Client Service Senior Associate or Client Service Manager. You will be responsible for various customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products.
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Job Responsibilities:
- Partner with a Client Service Associate or Client Service Senior Associate to understand client issues, be responsible for providing timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem
- Resolve issues by identifying underlying or hidden problems and patterns
- Build knowledge of commercial treasury management products and services
- Serve as a liaison between the Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department, and the firm
- Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
- Prioritize daily workload to maximize productivity utilizing time management and organizational skills
- Follow all established policies, procedures and practices
- Project a confident and professional presence to our clients, other bank departments and the community
- Desire to exceed client expectations
- Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
Daily activities will include, but are not limited, to maintaining treasury products and accounts, research and resolution of customer's treasury inquiries, preparing and collecting account documentation and managing internal project initiatives for your portfolio of clients. Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability. You will also participate in joint client calls with Bankers and Treasury Sales Officers both in person and over the phone.
Required Qualifications, Skills, and Capabilities:
- Excellent communication skills both written and verbal
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Highly organized with ability to manage competing priorities
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
Preferred Qualifications, Skills, and Capabilities:
- College degree preferred, or equivalent work experience
- Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
- Proficient PC skills including Word, Excel and PowerPoint
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.