Client Service Associate - Corporate Client Banking | Mortgage Finance Service Team

Job description

Client Service Associate – CCBSI

CCBSI -The Corporate Client Banking & Specialized Industries group is part of Commercial Banking at JPMorgan Chase and focuses on U.S. and Canadian companies typically with revenues of over $500mm which require traditional banking services in addition to investment banking products.

Our competitive advantage is that we cover this market in a truly unique way – through a partnership between our corporate bankers and investment bankers who together build relationships with our clients and offer customized financial solutions.

Our investment bankers bring strategic ideas to clients, which are executed with investment banking products. Our corporate bankers sell commercial banking solutions and structure loan facilities for our clients. This approach brings together integrated financial solutions ranging from cash management to raising capital and structuring complicated financial solutions. Our business partners include Investment Banking, Corporate Derivatives Marketing, Treasury Services and Asset and Wealth Management, among others.

Client Service
As a Client Service Associate for Corporate Client Banking & Specialized Industries group, 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 clients 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 member 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 environment
Daily activities will include but are not limited to the following:
· Maintaining treasury products and accounts
· Research and resolution of customer's treasury inquires
· Preparing and collecting account documentation
· Managing internal project initiatives for your portfolio of clients

Desired profile

Qualifications in addition to the outlined expectations above are as follows:
·  Excellent verbal and written communication skills
·  Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
·  Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
·  Ability to work independently and as an effective team member
·  Refined professional presentation skills and face-to-face client servicing background
·  Highly organized with ability to manage competing priorities

Required Experience:
·  College degree preferred, or equivalent work experience
·  Minimum of three years to five years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
·  Proficient PC skills including Word, Excel and PowerPoint

The final title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.