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JPMorgan Chase Commercial Banking-Client Service Associate, Commercial Real Estate (Phoenix, AZ) or (Irvine, CA) in Phoenix, Arizona

About REB

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.

REB has broad national capabilities and expertise in real estate credit, including:

  • Commercial and multifamily construction

  • Acquisitions

  • Structured revolving facilities

  • Term mortgage lending

  • Subscription facilities

The business also often assembles and manages large multi-bank syndications to finance institutional quality real estate investments for clients at both the asset and entity level.

Client Service

As a Client Service Associate for REB you will be responsible for various relationship management activities and operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your assigned portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint. Core functional responsibilities and expectations include but are not limited to the following:

  • Accountable for satisfaction and retention of assigned portfolio through client ownership.

  • Use comprehensive knowledge to handle all issues in a timely manner, identify underlying or hidden problems and patterns, and provide timely follow-up to the client and/or relationship team.

  • Initiate on-site client visits to enhance the client's experience and identify future opportunities with the firm in coordination with the assigned Treasury Management Officer. Participation on client calls with the relationship team to further develop the ability to initiate independent calls

  • Become familiar with and take additional steps to fully understand the client's business and industry trends

  • Demonstrate solid knowledge of commercial treasury management products and services and assimilate new product knowledge by attending conferences, touring operations sites, and staying abreast of product updates

  • Proactively works to enhance clients relationships by probing for, and when appropriate, recommending and implementing service enhancements

  • 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

  • Serve as a resources for junior team members as needed including training new team members as requested by management

  • Identify and control risk to prevent fraudulent account behavior and potential fraud exposure by understanding the interrelationship between the fraud products offered by the firm

  • Demonstrate strong ability to prioritize daily workload to maximize productivity utilizing strong time management and organizational skills

  • Project a confident and professional image to our clients, other bank departments and the community at all times

  • Demonstrate strong team building and interpersonal relationship skills and developing leadership skills

  • Demonstrate a strong desire to exceed client expectations by going above and beyond and consistently demonstrating a proactive approach

  • Ability to work independently with minimal supervision and escalate complex or sensitive issues as necessary to resolve customer requests in a timely manner

  • Adhere to all department and firm policies and procedures and upholds the firms risk and control environment

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

  • This role will sit in Dallas, TX, supporting Northeast Real Estate clients

  • Maintaining treasury products and accounts

  • Research and resolution of customer's treasury inquires

  • Preparing and collecting account documentation

  • Managing internal project initiatives for your portfolio of clients

To be considered for this role, you may be required to complete a video interview, powered by HireVue.

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

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.