Client Service Sr. Associate | Corporate Client Banking - Brooklyn, NY - JPMorgan Chase - Brooklyn, NY

Client Service Sr. Associate | Corporate Client Banking - Brooklyn, NY - JPMorgan Chase - Brooklyn, NY -

Client Service Sr. Associate | Corporate Client Banking – Brooklyn, NY
JPMorgan Chase 10,339 evaluations – Brooklyn, NY

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160083236

Job Description

About Corporate Client Banking:
The Corporate Client Banking & Specialised Industries group is a part of Business Banking at JPMorgan Chase and focuses on U.S. and Canadian corporations sometimes with revenues of over $500mm which require conventional banking providers along with funding banking merchandise.

Our aggressive benefit is that we cowl this market in a very distinctive means – by way of a partnership between our company bankers and funding bankers who collectively construct relationships with our shoppers and supply custom-made monetary options.

Our funding bankers convey strategic concepts to shoppers, that are executed with funding banking merchandise. Our company bankers promote business banking options and construction mortgage amenities for our shoppers. This strategy brings collectively built-in monetary options starting from money management to elevating capital and structuring difficult monetary options.

Our enterprise companions embrace Funding Banking, Corporate Derivatives Advertising, Treasury Providers and Asset and Wealth Administration, amongst others.

Client Service

As a Client Service Sr. Associate (CSA) for Corporate Client Banking, you’ll function the first service level of contact for a delegated portfolio of shoppers, usually composed of corporations with annual revenues between $500 million and $2 billion. The CSA is predicted to be the shopper advocate and be finally liable for the shopper expertise via the dealing with of the service and account management wants of designated excessive profile Corporate Client Banking shoppers. These shoppers make the most of complicated home and worldwide depository and treasury merchandise. As a CSA you may be anticipated to work independently with shoppers to know their enterprise wants, liaise with treasury service companions, and exhibit the talent set essential to make excessive greenback and excessive influence selections independently.

The CSA is taken into account an integral a part of the general relationship staff and is predicted to brazenly and professionally talk points impacting the shopper to the assigned Banker and Treasury Administration officer as needed.

Additionally, you will coordinate with the assigned Treasury Administration Gross sales Officer to advertise applicable bank merchandise and obtain mandates from the shopper to implement these merchandise. Via the decision of shopper points you may be anticipated to carry out root trigger evaluation and with the help of operational and product teams to develop everlasting options.

As a CSA additionally, you will be anticipated to behave as a topic professional on TS merchandise inside the Client Service group and be an inner useful resource for the Client Service Associates in your assigned work group. Further obligations embrace however usually are not restricted to:

Proactively notify shoppers of operational points that would influence their treasury operations

Actively take part in deal group conferences as new services are added to your shopper relationships

Keep shopper profiles figuring out account buildings and merchandise in use

Actively handle shopper expectations and talk clearly with all ranges inside the shopper as wanted

Independently evaluation shopper tendencies/points, proactively talk about with the Treasury Administration Officer options tailor-made to shoppers’ wants and supply top quality, excessive contact service

Proactively assessment account evaluation in coordination with the Gross sales Associate to search for pricing inconsistencies and billing errors

Proactively evaluation account evaluation to look

for

methods to transform guide paper processes to paperless choices

Proactively work to find out service enhancements and solicit shopper enter and suggestions on service satisfaction

Conduct annual relationship evaluations throughout your portfolio of shoppers

Determine potential buyer-degree fraud publicity and advocate applicable merchandise to mitigate danger

Monitor, evaluation, and approve/decline shopper refunds/changes inside established tips

Analysis, comply with up, and resolve shopper inquiries/issues by means of interplay with shoppers, bankers, product companions, department operations and different employees in a well timed and professional method

Facilitate the negotiation of core account and product paperwork in addition to Blocked Account Agreements

Perceive product enhancements and their influence on shopper base to raised educate these shoppers which might be impacted

Show a radical understanding of every shoppers authorization construction and cling to shopper and bank necessities when opening new accounts and implementing new merchandise

Qualifications

Qualifications:
Bachelor’s diploma and minimal 10 years equal work expertise or CTP certification and 10 years of equal work expertise

Robust analytical, verbal, and written communication expertise

Robust organizational and time management expertise

Robust interpersonal expertise

Documented historical past of unbiased determination making and drawback fixing talents

In depth information of deposit and treasury merchandise, cost methods, and related regulatory environments together with KYC and account

documentation

Thorough information of monetary publicity and operational danger associated to transactions related to bank services

Potential to know complicated buyer buildings

Robust presentation expertise and professional picture

Proficient in all Microsoft Workplace merchandise

JPMorgan Chase is an equal alternative and affirmative motion employer Incapacity/Veteran.

Job

Client Providers

Main Location

US-NY-Brooklyn-four Chase Metrotech Ctr / 03357

Group

COMMERCIAL BANK

Schedule

Full-time

Job Sort

Commonplace

Shift

Day Job

Journey

No

Corporate Model

Chase

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