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Client Service Associate



Customer Service
Charlotte, NC, USA
Posted on Tuesday, July 2, 2024

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 within 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.

Client Service Associates 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, capabilities and skills

  • 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, capabilities and skills

  • 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.