- Plano, Texas, United States
- 3+ years
Trusted advisor to Commercial Bank clients, managing relationships and resolving issues with treasury and cash management products.
Compensation
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.
Responsibilities
- Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
- Develop long term client relationships
- Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
- Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
- Proactively discuss client trends/issues with internal partners to further customize solutions for clients
Requirements
- Bachelor of Science or Business Administration Degree
- Nice to have: Comprehensive knowledge of Treasury Services and/or Custom Card products
- Nice to have: Passion for learning new operating models, technologies, and industry trends
- Nice to have: Google G suites / Microsoft Office adept