3 days old

JPMorgan Chase & Co.
Dallas, TX 75201
  • Job Code

Commercial Bank - Client Service Associate - Dallas

Job Description

Make A Difference

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.


What You’ll Do:

Here’s a look at your new career:
  • 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

What Sets you Apart?

Here’s a look at a successful Client Service Associate:
  • 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
About Us

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co. is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as fully paid parental leave time, health care insurance and retirement benefits.


Commercial Banking leads the way in supporting businesses with annual revenues between $20 million and $2 billion as they achieve and sustain their competitive edge. Whether an organization conducts business across town or across borders, we are committed to transforming its banking experience, regardless of industry. With customizable credit and financing, treasury solutions, international banking and real estate services that scale to growing businesses, we ensure we are bringing the best services and expertise to every aspect of our clients’ financial needs.


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.


The final officer 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.


What We’re Looking For:

Here’s a look at qualified candidates:

  • 3+ years of experience in customer service, operations, treasury, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
  • College degree preferred
  • A strong aptitude for strategic thinking and tactical execution
  • Excellent organizational skill and the ability to manage, prioritize, work under pressure and meet tight deadlines
  • Excellent verbal and written communications skills, in particular, being able to effectively communicate clearly and concisely
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Ability to use data to create metrics and reporting
  • Proficient in MS Office (Excel, PowerPoint, Word)

The final officer 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. 


Req #: 200000196
Location: Dallas, TX US
Job Category: Customer Service
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

Keyword: consumer%20banking
Posted: 2020-03-25 Expires: 2020-04-24

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JPMorgan Chase & Co.
Dallas, TX 75201

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