Chase Careers | Commercial Bank - Client Service Associate, Dallas, TX

JPMorgan Chase & Co

Job Description

Commercial Bank - Client Service Associate

The role of a Client Service Associate is a critical part of our business. Executing a vision of superior client service, is what we strive to achieve each day. Our teams are a close knit group of professionals dedicated to helping our clients. We have a very clear purpose – to provide a best-in-class experience to our clients.

The Client Service team is constantly innovating to raise the bar on our client experience. We play a critical role in listening to customers and escalating pain points to enable our business to improve, deliver and build a world-class relationship with our clients.

As a Client Service Associate for CCBSI, 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 serve as the primary point of contact for each client assigned to your 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.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• Integrate, learn, and start building your career with us on Day 1

• Develop a relationship with your clients and be proactive in identifying problems, themes, and create a repertoire/cadence with follow-ups, issue escalations and recommend/implement service enhancements where appropriate.

• Start interacting with other teams to collaborate, problem-solve, and be empowered to initiate change to further drive superior service improvements and product offering

• Become familiar with and aware of our industry with a thirst for learning new products

• Concentrate on developing a risk appetite to prevent and protect the firm and our clients

• Adhere to the department policies and procedures for client requests

• Keep building and continually revamping the client relationship

• Share your knowledge and become a mentor, help your team succeed

Job Requirements

• Ability to handle complex relationships and high profile portfolios with the ability to provide service at the same level for ALL clients

• Professional engagement in person, emails and phone to assist with every client need or issue

• Ability to work independently and in a team environment to maximize productivity in a most efficient manner

• Investigates root causes of process inefficiencies and makes proposals on opportunities for process improvement

• Builds in-depth understanding of the client’s organization, business priorities, culture and operating model and determines how best to leverage JPM’s products and capabilities to continuously add value for the client

• Actively seeks opportunities to lead & contribute to initiatives outside immediate area of responsibility

• Exhibit a positive, can-do attitude with inquisitive curiosity

• Take ownership, act with a sense of urgency and exceed expectations by over-communicating

• Establish strong relationships with internal partners in Treasury sales and across various functions

Job Details

Company Name: Chase

Employment Type: Full-time

Job Location: Dallas, TX, United States

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