Client Service Senior Associate Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: As a Client Service Senior Associate at JPMorgan Chase Bank, N.A., you will be a key advisor to Commercial Bank clients, managing relationships and providing support for complex treasury and cash management products. You will work with various teams globally to resolve client issues, interact with high-level contacts, and ensure client satisfaction. This permanent role in Charlotte, US-NC requires 3+ years of client-facing experience and expertise in Treasury Services and/or Custom Card products.
Job Description
Location:
Charlotte, US-NC
Rate:
Not Specified
Type:
Permanent Client Service Senior Associate 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 c.
..
Rate:
Not Specified
Location:
Charlotte, US-NC
Type:
Permanent
Industry:
Finance
Recruiter:
JPMorgan Chase Bank, N.A.
Contact:
Not Specified
Email:
to view click here
Reference:
210556222
Posted:
2025-04-19 09:08:28 –
