Dante Manerchia
Newport Beach
Summary
Client success and commercial banking professional with 6+ years of experience managing complex client relationships, improving business outcomes, and driving product adoption. Proven track record supporting high-value accounts, analyzing financial data, and coordinating cross-functional teams to deliver exceptional client experience. Known for being proactive, detail-oriented, and trusted as the primary point of contact for clients.
Overview
11
11
years of professional experience
2
2
Certifications
Work History
Client Service Associate
JPMorgan Chase & Co.
08.2025 - Current
- Primary relationship manager for commercial banking clients; serve as the main point of contact for complex accounts.
- Partner cross-functionally with Bankers, Treasury Management Officers, KYC, Onboarding, and Product to deliver seamless client experience.
- Drive client adoption of JPMorgan platforms, tools, and services to improve revenue, product usage, and operational efficiency.
- Proactively identify opportunities to deepen relationships, mitigate risk, and influence client outcomes.
- Manage day-to-day client communication, resolve escalations, and ensure high-impact service delivery.
Senior Associate, Risk and Controls, Commercial Banking
JPMorgan Chase & Co.
04.2023 - 08.2025
- Oversaw Northeast region supporting account management across CIB and CB business lines.
- Reviewed and approved high-value payment transactions, facilitating billions in quarterly cash movement.
- Led initiatives improving control environment and client experience while reducing operational risk.
- Partnered with stakeholders across product, operations, and relationship management to ensure issue resolution and service excellence.
- Delivered reporting and insights to leadership to support decision-making and control enhancement.
Associate Team Lead, Loan Servicing
JPMorgan Chase & Co.
07.2022 - 04.2023
- Supported team of account managers as subject-matter expert on process and policy.
- Managed team KPIs and drove resolution of workflow bottlenecks and service delays.
- Trained new employees and coached team members on process comprehension and client experience best practices.
- Acted as escalation point for complex client issues.
Account Manager, Loan Servicing
JPMorgan Chase & Co.
12.2019 - 07.2022
- Managed portfolio of commercial clients, delivering proactive and responsive service.
- Built and strengthened relationships with borrowers and financial partners to support retention and growth.
- Resolved inquiries and transactional issues while ensuring exceptional client experience.
- Collaborated across underwriting, credit, and operations to execute client requests efficiently.
Genius Admin & Sales Expert
Apple
12.2014 - 12.2019
- Delivered world-class customer experience in a high-volume retail and service environment.
- Strengthened communication and problem-solving skills while embodying Apple's culture of client obsession.
- Educated customers on technology adoption and product utilization.
Education
MBA -
Goldey-Beacom College
Wilmington, DE05.2018
Bachelor of Science - Business Administration And Management
Goldey Beacom College
Wilmington, DE05-2017
Associate of Science - Business Administration and Management
Delaware Technical Community College
Wilmington, DE05.2015
Skills
- Client Success & Relationship Management
- Compliance and risk management
- Customer service excellence
- Empathy and patience
- Commercial & Financial Analysis
- Account Growth & Retention
- Business Reviews & Executive Presentations
- Cross-Functional Collaboration
- Data Insights & Reporting (Excel, Google Suite)
- Issue Resolution & Escalation Management
- Product Adoption & Customer Education
Certification
Diversity, Equity, and Inclusion - Cornell University
Timeline
Client Service Associate
JPMorgan Chase & Co.
08.2025 - Current
Senior Associate, Risk and Controls, Commercial Banking
JPMorgan Chase & Co.
04.2023 - 08.2025
Associate Team Lead, Loan Servicing
JPMorgan Chase & Co.
07.2022 - 04.2023
Account Manager, Loan Servicing
JPMorgan Chase & Co.
12.2019 - 07.2022
Genius Admin & Sales Expert
Apple
12.2014 - 12.2019
MBA -
Goldey-Beacom College
Bachelor of Science - Business Administration And Management
Goldey Beacom College
Associate of Science - Business Administration and Management
Delaware Technical Community College