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CIB-Client Service Player/Coach-Bank and Broker Dealer Segment, VP

Req #: 180040606
Location: New York, NY, US
Job Category: Account Servicing
Potential Referral Amount: 0 US Dollar (USD)

J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $23 trillion of assets under custody and over $400 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

About the role:

Oversees a team of Client Service Account Managers who have direct responsibility for servicing a portfolio of large corporate or financial institution clients including  the largest, most complex and global relationships in various markets or regions.

  • Accountable  for day to day and performance management  responsibilities of direct reports.
  • Oversight of a specific portfolio of clients; aligns client needs to bank solutions.  Provides value-added bank, product, and industry insight to clients.
  • Drives strategic objectives to ensure best practices are defined and consistently implemented.
  • Develops a trusted advisor relationship with the client, has a thoroughly understands the client business, industry and strategy; leads the service agenda to further enhance the client experience for these and clients with a similar profile.
  • Acts as the client’s key service contact and escalation point; advocates internally on the client’s behalf.  
  • Works to resolve complex issues, engaging appropriate business and external partners.
  • Coaches team and monitors service delivery performance to ensure client satisfaction including managing and approving Service Portal/Eserve cases.
  • Takes ownership of issues and escalates to ensure timely resolution; manage expectations both externally and internally.
  • Provides strategic direction, leads, motivates, encourages and coaches the team  to obtain optimum performance; builds a winning culture that aligns with business objectives.
  • Identifies training opportunities to enrich personal and career development
  • Adheres to and measures compliance with risk policies/practices and educates clients on risk/legal requirements


• Minimum of 10+ years of relevant industry and/or functional and/or management experience.
• College degree or additional years experience required.
• In depth knowledge of Core and Advanced Treasury products; knowledgeable of global product suites.
• Thorough understanding of financial exposure and operational risk related to transactions associated with bank products and services.
• Strong leader with ability to assess the big picture in complex situations.
• People management experience preferred.
• Proven ability to successfully manage conflict.
• Creative thinker and problem solver.
• Excellent communication, presentation, negotiation and consultative skills.
• Sensitive to operational and regulatory risk and compliance implications.
• Excellent interpersonal skills and able to influence at all levels.
• Uses sound judgment to prioritize and act with sense of urgency.
• Ability to work under pressure and manage multiple demands simultaneously.
• Strong project management skills.
• Proficient in Microsoft Office Suite.
• Willing to travel.
• Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry Good mobile suite, etc.) when business needs arise.

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