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Chase · 1 day ago

Client Success Officer, Vice President

8181 Communications Pkwy Bldg B, Plano, TX, 75024, US

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Chase is one of the oldest financial institutions offering innovative financial solutions. The Client Success Officer will serve as a key liaison for Commercial & Investment Bank clients, focusing on enhancing client experience and executing retention and growth strategies.

BankingFinancial Services

No H1B

Responsibilities

Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities

Manage/resolve client escalations and issues

Help the coordination and project management of product implementations and service related needs

Assist in relationship review documents, visualizations from data sets

Maintain ongoing relationship management routines

Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc

Work with Risk partners for certain elements of risk management including fraud prevention

Help coordinate and facilitate RFPs responses and participate in RFPs where applicable

Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model

Address and coordinate the set-up, invoice and billing for treasury and cash management products

Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals

Qualification

Treasury Products KnowledgeClient Interaction SkillsProject ManagementMicrosoft Office SuiteTeam Building SkillsQuantifiable ReportingCollaboration ToolsConflict ManagementAdaptability

Required

Bachelor's degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support

Comprehensive knowledge of Treasury Products and Services

Proven client interaction skills to calibrate & manage client expectations

Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change

Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues

Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc

Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel

Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions