JPMorgan Chase Commercial Bank - Client Service Associate - Corporate Client Banking & Specialized Industries (Los Angeles, CA) in Los Angeles, California
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.
As a Client Service Associate for CCBSI 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 assignedportfolio through client ownership.
Use comprehensive knowledge to handle all issues in atimely manner, identify underlying or hidden problems and patterns, andprovide timely follow-up to the client and/or relationship team.
Initiate on-site client visits to enhance the client'sexperience and identify future opportunities with the firm in coordinationwith the assigned Treasury Management Officer. Participation onclient calls with the relationship team to further develop the ability toinitiate independent calls
Become familiar with and take additionalsteps to fully understand the client's business and industry trends
Demonstrate solid knowledge of commercial treasurymanagement products and services and assimilatenew product knowledge by attending conferences, touring operations sites,and staying abreast of product updates
Proactively works to enhance clientsrelationships by probing for, and when appropriate, recommending andimplementing service enhancements
Serve as a liaison between Relationship team,Operations, Treasury Management Sales and Implementations to provide thebest service to the client, your department and the firm
Serve as a resources for junior team members as neededincluding training new team members as requested by management
Identify and control risk to prevent fraudulent accountbehavior and potential fraud exposure by understanding theinterrelationship between the fraud products offered by the firm
Demonstrate strong ability to prioritize daily workloadto maximize productivity utilizing strong time management andorganizational skills
Project a confident and professional image to ourclients, other bank departments and the community at all times
Demonstrate strong team building and interpersonal relationshipskills and developing leadership skills
Demonstrate a strong desire to exceed clientexpectations by going above and beyond and consistently demonstrating aproactive approach
Ability to work independently with minimal supervisionand escalate complex or sensitive issues as necessary to resolve customerrequests in a timely manner
Adhere to all department and firm policies andprocedures 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 treasuryinquires
Preparing and collecting account documentation
Managing internal project initiatives for yourportfolio of clients
The final officer title and jobgrade is at the discretion of the firm and will be discussed at the time ofoffer. It may be different than what is listed on the requisition basedon candidate experience level.
Qualifications inaddition to the outlined expectations above are as follows:
Excellent verbal and written communication skills
Relentless and versatile learner with an aptitude forassimilating new industry, company, product or technical knowledge
Demonstrated, consistent professional presence with theability to adapt to evolving needs and situations.
Ability to work independently and as an effective teammember
Refined professional presentation skills andface-to-face client servicing background
Highly organized with ability to manage competingpriorities
College degree preferred, or equivalent work experience
Minimum of three years to five years of customerservice, operations, sales or portfolio management experience, preferablywith work experience primarily in banking or the financial serviceindustry.
Proficient PC skills including Word, Excel andPowerPoint
The final officer titleand job grade is at the discretion of the firm and will be discussed at thetime of offer. It may be different than what is listed on the requisitionbased on candidate experience level.
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.