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Commercial Bank - Client Service Analyst - CCBSI (Chicago, IL)

Req #: 180008205
Location: Chicago, IL, US
Job Category: Customer Service
Potential Referral Amount: 0 US Dollar (USD)

About CCBSI:

CCBSI The Corporate Client Banking & Specialized Industries group is part of Commercial Banking at JPMorgan Chase and focuses on U.S. and Canadian companies typically with revenues of over $500mm which require traditional banking services in addition to investment banking products.


Our competitive advantage is that we cover this market in a truly unique way – through a partnership between our corporate bankers and investment bankers who together build relationships with our clients and offer customized financial solutions.


Our investment bankers bring strategic ideas to clients, which are executed with investment banking products. Our corporate bankers sell commercial banking solutions and structure loan facilities for our clients. This approach brings together integrated financial solutions ranging from cash management to raising capital and structuring complicated financial solutions.   Our business partners include Investment Banking, Corporate Derivatives Marketing, Treasury Services and Asset and Wealth Management, among others.


Client Service

As a Client Service Analyst for CCBSI, you will report to a Client Service Sr. Associate or Client Service Manager. You will be responsible to analyze, process, and submit client requests.  Collaborate with internal partners to resolve client inquiries.   Collect and analyze client data to determine solutions.   In this role, you will serve as the primary support for a team of Client Relationship Managers across CCBSI.  The client inquiries may be comprised of operating transactional accounts and complex treasury products. Core functional responsibilities and expectations include but are not limited to the following: 

  • Understand client requests, be responsible for providing timely follow-up to the Client Relationship Managers and be accountable for client satisfaction through the ownership of the requests
  • Resolve inquiries by identifying underlying or hidden problems and patterns
  • Build knowledge of commercial treasury management products and services.
  • Serve as a liaison between 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 other bank departments and the community
  • Team building skills and interpersonal relationship skills
  • Desire to exceed client expectations
  • Expected to work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

Daily activities will include but are not limited to the following:

  • Maintaining treasury products and accounts
  • Research and resolution of customer’s treasury inquiries
  • Preparing and collecting account documentation
  • Managing internal project initiatives
  • Participate in joint calls with Client Relationship Managers, Bankers and Treasury Sales Officers both in person and over the phone.

Over time you will be expected to be able to identify products and services that may benefit clients and improve overall relationship profitability  

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.  It may be different than what is listed on the requisition based on candidate experience level. 

  • Excellent communication skills both written and verbal
  • 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.
Required Experience:
  • College degree preferred, or equivalent work experience
  • Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
  • Proficient PC skills including Word, Excel and PowerPoint 

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