Job Description
The Trade and Working Capital Client Service Group is responsible for managing and facilitating the unique and complex service needs of the Global Trades client base. Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East, and Asia.
As a Client Service Account Manager, you will use your communication and relationship management skills to ensure an exceptional level of client satisfaction. You will be responsible for various customer service and relationship management activities related to Global Trade Products, primarily focused on Standby Letters of Credit. You will serve as the primary point of service contact for each client within your assigned portfolio.
Your responsibilities will include managing and facilitating the service needs of Global Trades clients, maintaining Standby Letter of Credit requests, resolving customer inquiries, preparing and collecting account documentation, and managing internal project initiatives for your portfolio of clients. Additionally, you will be expected, over time, to identify products and services that may benefit clients and improve overall relationship profitability. You will also participate in joint client calls with Bankers and Trade Sales Officers, both in person and over the phone.
Job responsibilities:
- Manage dedicated Standby Letter of Credit client portfolio having frequent interactions with internal/external clients, working with various areas of the bank for client resolution, and monitoring Service Queues
- Negotiate new or existing transactions with clients, external legal advisors, banking and credit teams supporting Letter of Credit Transactions
- Provide timely follow-up to clients, and be accountable for client satisfaction through the ownership of the problem
- Resolve issues by identifying underlying or hidden problems and patterns
- Build knowledge of Trade products and services focusing on Standby Letters of Credit
- Serve as a liaison between the Relationship team, Operations, Treasury Management, Sales and Implementations to provide the best service to the client, your department, and the firm
- Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
- Prioritize daily workload to maximize productivity utilizing time management and organizational skills
- Follow all established policies, procedures and practices
- Project a confident and professional presence to our clients, other bank departments and the community
- Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
Required qualifications, capabilities and skills:
- One year of experience in customer service, operations, sales or portfolio management experience
- Strong focus on client satisfaction and the building of excellent relationships with our customers
- Excellent communication skills with strong organizational and multi-tasking abilities
- Comfortable working within tight deadlines
- Proficient PC skills including Word, Excel and PowerPoint
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
- Highly organized with ability to manage competing priorities
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
Preferred qualifications, capabilities and skills:
- Global Trade experience with understanding of Trade products specifically on Standby and Import Letters of Credit
- College degree
- Experience primarily in banking or the financial service industry
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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
