Job Description Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You've found the right team. Join us to be the centralized point of contact and client advocate where you will build lasting relationships with our early-stage Startup Commercial Bank clients.
As a Client Success Officer within our Commercial Bank Startup Banking, you will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy, serving as a key liaison for Commercial Bank clients. By offering Treasury solutions in conjunction with service, the Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will play a vital role in partnering with Commercial Bankers, Implementation Managers, and Know Your Client (KYC) teams to enhance business development efforts, ensuring efficient execution and maintaining a high level of client satisfaction through active engagement.
Job Responsibilities
- Provides primary servicing support and treasury management solutions for a portfolio of Startup Banking clients
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
- Responsible for fostering and expanding long-term relationships with clients by effectively managing their treasury needs, while ensuring a high level of client satisfaction
- Coordinate with the banking team to participate in positioning solutions for prospect clients to show the value add of the service model
- Help the coordination and project management of product implementations and service related needs
- Maintain ongoing relationship management routines
- Manage/resolve client escalations and issues
- Identify additional banking needs for clients by partnering with Commercial Bankers on cross sell opportunities
- Review sales, service and client onboarding processes and recommend process enhancements to leadership
- Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
- Partner with Banking and Sales on growth opportunities by contributing to strategic client relationship reviews and long-term planning
- Assist in development of relationship review documents and create actionable objectives for relationship review meetings with clients
- Work with Risk partners for certain elements of risk management including fraud prevention.
- Operational and functional knowledge of suite of treasury and cash management products offered to Startup Banking clients
Required qualifications, skills and capabilities - Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
- 7+ years of comprehensive knowledge of Treasury Products and Services
- Proven client interaction skills to calibrate & manage client expectations
- Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
- Strong time management, organizational and planning skills
- Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
- Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
- Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
- Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Preferred qualifications, skills and capabilities - Certified Treasury Professional designation
- PMP or other Project Management Certifications
- Strong creative solution and problem-solving abilities
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (20%) to visit clients and internal partners.
About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
