Client Service Analyst

Be a trusted advisor to our Commercial Bank clients.

Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.

As a Client Service Analyst within the Commercial Bank, you will resolve client requests in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.

Client Service Analysts 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 will interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.

Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.

Job Responsibilities


* Listen and identify the client's needs via e-mail and or phone while tactically executing solutions on their behalf.


* Act as a consultant; guide them through the process each step of the way and educate them on the self-serve opportunities that exist.


* Prioritize daily workload to maximize productivity utilizing time management and organizational skills.


* Build and strengthen trusting relationships with internal partners and clients to facilitate an ease of doing business.


* Project a confident and professional presence to our clients and internal partners.


* Develop growing knowledge of commercial treasury management products and services.


* Demonstrate solution-oriented mindset, embrace the ownership of client issues, and respond to and close requests with a sense of urgency.


* Deliver extraordinary results measured by customer satisfaction, effectiveness, efficiency and quality.


* Collaborate with clients and internal service partners to achieve desired outcomes.

Recognize and avoid potential risks by executing standard business controls and escalate emerging concerns.

Resolve issues by identifying underlying or hidden problems and patterns.


* Demonstrate the ability to work in an agile environment.


* Understand existing and upcoming Technologies to support client request, demonstrate a growing understanding of application knowledge and is able to navigate service platforms with minimal guidance

Required qualifications, capabilities and skills


* Time Management & Analytical Proficiency


* Sense of Urgency & Problem-Solving Skills


* Organizational Proficiency & ability to handle Change Management


* Customer Obsession and Forward thinking to identify potential problems


* Effective communication & ability to collaborate with others

Preferred qualifications, capabilities and skills


* Bachelor's degree and/or 2+ years of equivalent work experience


* Microsoft Office adept ...