Commercial Bank Client Service Associate - 210059597 at JPMorgan Chase Bank, N.A. in Dallas, Texas

Job Description:

As a Client Service Associate for Real Estate Investment Bank 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 both within the US and across our global footprint.

Core functional responsibilities and expectations include but are not limited to the following:

• 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 client's 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
• Serve as a resource for junior team members as needed including training new team members as requested by management
• Identify and control risk to prevent fraudulent account behavior and potential fraud exposure by understanding the interrelationship between the fraud products offered by the firm
• Demonstrate strong ability to prioritize daily workload to maximize productivity utilizing strong time management and organizational skills
• Project a confident and professional image to our clients, other bank departments and the community at all times
• Demonstrate strong team building and interpersonal relationship skills and developing leadership skills
• Demonstrate a strong desire to exceed client expectations by going above and beyond and consistently demonstrating a proactive approach
• Ability to work independently with minimal supervision and escalate complex or sensitive issues as necessary to resolve customer requests in a timely manner

Adhere to all department and firm policies and procedures and upholds the firms risk and control environmentJPMorgan 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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