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Treasury Client Service Senior Associate
$56k-69k (estimate)
Full Time | Banking 1 Month Ago
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JPMorgan Chase is Hiring a Treasury Client Service Senior Associate Near Plano, TX

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 ever-changing 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 
  • 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

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. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$56k-69k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

07/02/2024

WEBSITE

jpmorganchase.com

HEADQUARTERS

MCKINNEY, TX

SIZE

>50,000

FOUNDED

1968

REVENUE

>$50B

INDUSTRY

Banking

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About JPMorgan Chase

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran. More
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