Commercial Bank - Client Service Analyst – Research Team (Indianapolis, IN)

JP Morgan Chase - Indianapolis, IN (30+ days ago)3.9


Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $10 million to $2 billion. Our Commercial Bankers serve these clients by operating in 14 of the 15 top U.S. major markets. Our professional’s industry knowledge and experience combine with our dedicated service model, comprehensive solutions, and local expertise to make us the #1 commercial bank in our retail branch footprint.

The firm's broad platform positions us to deliver extensive product capabilities, lending, treasury services, investment banking, and asset management to meet our clients domestic and international financial needs. Chase Commercial Banking includes seven businesses: Middle Market Banking, Corporate Client Banking, Commercial Real Estate, Business Credit, Equipment Leasing, Chase Capital Corporation and Capital Placement Group.

As a Client Service Analyst, you will report to a Client Service Manager as part of the Commercial Banking Service Center Research Team. Daily responsibilities include but are not limited to: frequent interaction with internal/external clients, working with various areas of the bank for client resolution, opening and monitoring cases in Service Portal, following up on requests, and occasional telephone communication. You will have exposure to and will need to become proficient in various systems including: Outlook, Service Portal, Customer Assist, ESDS, eServe, Remit One Admin, CCA, Deal Manager and Mainframe. You will be expected to adhere to all departmental and Commercial Banking guidelines. Core functional responsibilities and expectations include but are not limited to the following:

Understand client issues, be responsible for providing 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 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
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
Team building skills and interpersonal relationship skills
Desire to exceed client expectations
Identify trends impacting clients and use the information to suggest ideas to improve the customer experience
Expected to work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
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.

Qualifications:
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
Ability to work independently and know when to escalate complex and unusual issues
Problem solving skills with strong attention to detail
Leadership skills

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