As a Client Relationship Manager (CRM), you serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally through the handling of the service and account management needs of designated high profile clients who utilize complex depository and treasury products, which may include those both within the US and across our global footprint.
Role Summary:
As a Client Relationship Manager (CRM), you serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally through the handling of the service and account management needs of designated high profile clients who utilize complex depository and treasury products, which may include those both within the US and across our global footprint.
Job Responsibilities:
Client Centric
Manages a portfolio of highly complex and largest clients autonomously
Develops long-term client relationships with credibility founded on a detailed understanding of operational data and processes
Ability to see things through the client's perspective
Investigate root causes of process inefficiencies and makes proposals on opportunities for process improvement
Builds in-depth understanding of the client's organization, industry, business priorities and culture
Deliver on Partner Relationships
Ability to work independently and in a team environment to maximize productivity in the most efficient manner
Credible and influential thought partner and SME
'Leads highly complex projects & collaborates with internal & external stakeholders to realize desired outcome during the project lifecycle
Help Modernize the Client Experience
Owns and drives a consistent and positive client experience
Understands client needs and connects digital solutions to enhance the client experience.
Partners with teams to prepare for and conduct regular client relationship reviews :
Product awareness / optimization
Introduces new tools / processes
Fraud prevention
Leads client transformation initiatives for operational efficiencies
Continually evaluates and enhances processes
Required Qualifications, Capabilities and Skills:
Ability to create and present findings
Data Analytics experience
Project Management
Change Management
Relationship Building
Curiosity / growth mindset
Collaborating and Influencing
Strategic Thinking
Thought Leadership
Consultative and Advisory Management
6+ years of relative work experience
Preferred Qualifications, Capabilities and Skills:
BSBA degree
Google G suites / Microsoft Office adept
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans