Commercial Bank - Client Service Associate - Tenant Lease (Indianapolis, IN)

MMBSI Middle Market Banking & Specialized Industries (MMBSI) is a Commercial Banking business located in more than 100 offices across the US and Canada. MMBSI provides credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and not-for-profit entities via our Core Banking or Specialized Industries teams.

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.

Real Estate Banking (REB) delivers commercial real estate and banking products to top-tier clients active in major markets across the U.S. Primary property types include multifamily, retail, office and industrial properties. REB clients are top-tier national and regional real estate developers, investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and opportunity and investment funds.

As a Client Service Associate for Tenant Lease, you will report to a Client Service Sr. Associate or Client Service Manager. You will be responsible for various relationship management activities and operational controls for specific projects regarding client inquiries, regulatory needs of the firm, documentation and tax solicitations for all lines of business at JPMorgan Chase.  In this role, you will serve as the primary point of service contact for several different initiatives; some long and short term as well as day to day servicing of all tenant lease accounts. 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 both internal and external and be accountable for client satisfaction through the ownership of the problem
• Processing of transactions for tenant lease agents including new account opening and all tenant related transactions.
• Resolve issues by identifying underlying or hidden problems and patterns
• Processing end of year tax requirements for Tenant Lease Securities for 1099 and 1042
• Serve as the tax liaison between Tenant Lease and the tax group to provide testing for end of year
• Build knowledge of commercial liquidity management products and services in the Tenant Lease Product space.
• 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 our clients, 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 Tenant Lease products and accounts
• Research and resolution of customer's tax inquires
• Managing the end of year tax reporting process
• Managing the testing and production of various tax files
• Preparing and collecting account documentation
• Managing internal project initiatives

• 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.

• 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