Client Service Associate
Posted on: 30 Jan 2021
Chicago, IL
Job Description
Role Summary
As a Client Service Associate for Commercial Banking you are a trusted member of the clients relationship team. In this role, you serve as the primary point of contact for each client assigned or shared by you. You will build and maintain a deep connection to the clients in your assigned portfolio enabling revenue growth and a consistently high level of client satisfaction. The assigned client portfolio may be comprised of operating transactional accounts and treasury products both within the US and across our global footprint.
Client Centric
Develop a relationship with your clients and be proactive in identifying potential issues and solutions
Concentrate on developing a risk appetite to prevent losses and protect the firm and our clients
Practice continuous building and enhancing the client relationship and challenge the status quo
Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement
Build in-depth understanding of the clients organization, business priorities and culture and leverage that information proactively with your clients
Deliver on Partner Relationships
Leverage the Firms products and capabilities to continuously add value for the client and relationship team
Ability to work independently and in a team environment to maximize productivity in the most efficient manner
Share your knowledge and become a mentor, help your team succeed
Take ownership, act with a sense of urgency and exceed expectations by over-communicating
Modernize Client Experience
Demonstrate the ability to work in an agile environment
Understand Existing & Upcoming Technologies to support client consultation & requests
Identify situations for use of digital tools and encourage self serve solutions OR Recognize opportunities, overcome objections and solution Digital Adoption self-serve capabilities to your clients
Solicits feedback on digital offerings in an effort to continuously adapt to the ever-changing landscape
Skills required to succeed in this role
Excellent Verbal & Written Skills
Data Analytics
Effective Communication
Time management and prioritization
Change Management
Team Player and can do attitude
Execution
Strategic Thinking
Exceptionally Organized
About You
Bachelors degree preferred & / or 4+ years of equivalent work experience
Google G suites / 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
