Client Service Associate - Irvine, CA
Posted on: 13 Jan 2021
Irvine, CA
Job Description
As a Client Relationship Associate for Commercial Banking you will have frequent interaction with internal teams within the bank and external clients. In this role, you serve as a primary point of contact for more complex client requests. This role may involve participation in projects, escalated requests, or enhancements related to Commercial Banking systems, processes, and treasury products both within the US and across our global footprint.
Client Centric
* Actively listen and identify the clients needs via e-mail and or phone while tactically executing solutions on their behalf
* Act as a consultant, guide them through the process each step of the way and educate them on the self-serve opportunities that exist
* Ability to work independently and in a team environment to maximize productivity in the most efficient manner
* Build and strengthen in-depth relationships with both internal and external clients
* Leverage relationships and people skills to influence better outcomes for clients
* Demonstrate advanced knowledge of commercial treasury management products and services in support of the clients needs
Deliver Client Obsessed Results
* Demonstrate a solution oriented mindset
* Deliver extraordinary results measured by customer satisfaction, effectiveness, efficiency and quality
* Respond to requests with a sense of urgency
* Collaborate with clients and internal service partners to achieve desired outcomes
* Identify areas of emerging risk, control issues and cross LOB impacts, and immediately escalate concerns to management when appropriate
* Share your knowledge and become a mentor, help your team succeed
Modernize Client Experience
* Investigates root causes of process inefficiencies and delivers proposals on opportunities for process improvement
* Demonstrate the ability to work in an agile environment
* Understand Existing & Upcoming Technologies to support client requests
* Demonstrates a growing understanding of application knowledge and is able to navigate service platforms with minimal guidance
Skills required to succeed in this role
* Relationship Management
* Data Analytics
* Advanced Communication
* Work under pressure
* Change Management
* Positive Can-Do Attitude
* Tactical Execution
* Strategic Thinking
* Exceptionally Organized
About You
* Bachelors degree preferred & / or 4+ years of equivalent work experience
* Microsoft Office adept
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
