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As a Senior Client Service Associate for Dealer Services, you will be responsible for various relationship management activities and 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 within the US.
Job Responsibilities:
- Accountable for satisfaction and retention of assigned portfolio through client ownership.
- Use comprehensive knowledge to handle all issues in a timely manner, identify underlying or hidden problems and patterns, and provide timely follow-up to the client and/or relationship team.
- Initiate on-site client visits to enhance the client's experience and identify future opportunities with the firm in coordination with the assigned Treasury Management Officer. Participation on client calls with the relationship team to further develop the ability to initiate independent calls
- Become familiar with and take additional steps to fully understand the client's business and industry trends
- Demonstrate solid knowledge of commercial treasury management products and services and assimilate new product knowledge by attending conferences, touring operations sites, and staying abreast of product updates
- Proactively works to enhance clients relationships by probing for, and when appropriate, recommending and implementing service enhancements
- Serve as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client, your department and the firm
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Required qualifications, capabilities, and skills:
- Excellent verbal and written communication skills
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
- Ability to work independently and as an effective team member
- Refined professional presentation skills and face-to-face client servicing background
- Highly organized with ability to manage competing priorities
- Minimum of three years to five years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
ABOUT US
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.