Client Services Professional - Business Banking Sales Support - Bellevue, WA - Office Jobs

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Client Services Professional - Business Banking Sales Support - Bellevue, WA

Job Field: Office Jobs
Location: BELLEVUE, WA
Salary: $-
Job Type: Part Time

JOB SUMMARY:

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 <td align="left">Title: Client Services Professional - Business Banking Sales Support - Bellevue, WA Location: US-WA-Bellevue-10900 NE 8th Street / 50185 Job Number:_120069048 As a Business Banking Client Services Professional (CSP) your main objectives will be the following: * Coordinate Service Delivery to ensure an excellent service experience for customers * Provide Proactive Sales Support for RMs in all areas of the customer relationship * Provide support in all stages of the Credit and Risk Processes * Establish rapport and maintain positive productive relationships with all team members and partners Daily Job Responsibilities: * Resolve customer issues and execute account service and maintenance as requested * Work to increase customers' utilization of alternate service delivery solutions (i.e., Chase.com and Business Premier Line) * Coordinate New Account Opening with branch partners * Coordinate weekly 1 on 1 with assigned RM(s) to review activities, identify priorities and set customer appointments * Actively participate in Pre-Call Planning, including preparation of Call Packets and Marketing Packets * Identify and submit referrals to appropriate source * Meet all new customers and, as appropriate, existing customers, reemphasizing service options * Assist with Loan Process, from application through booking, including following up on vendor work, coordinating loan documentation, and facilitating loan closings with customers * Assist with Credit Risk Management, i.e., review financial monitoring and collateral exceptions, review notes maturing, input overdraft decisions made by RMs in TAS-O daily Key Competencies * Customer focused individual * Well-developed oral and written communication skills * Demonstrated problem-solving and follow-up skills * Strong organizational skills * Focus on accuracy and attention to detail * Possess a sense of urgency and the ability to multi-task Qualifications: Desired Background * 2 years prior banking experience in a sales, sales support, operations, or customer service position (Branch, Loan Servicing or Loan Center position) * Strong communication and analytical/problem solving skills * General knowledge of loan documentation and the loan approval process * Working knowledge of the Bank's products, services, policies and procedures * Ability to work independently in a high volume environment * General administrative skills: filing, typing, organizing information * PC skills to include Microsoft products and Bank loan and deposit systems * High school graduate Key Competencies * Customer focused individual * Well-developed oral and written communication skills * Demonstrated problem-solving and follow-up skills * Strong organizational skills * Focus on accuracy and attention to detail * Possess a sense of urgency and the ability to multi-task JPMorgan Chase offers an exceptional benefits package and highly competitive compensation package. JPMorgan Chase is an Equal Opportunity and Affirmative Action Emp </td>
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Client Services Professional - Business Banking Sales Support - Bellevue, WA