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JPMorgan Chase CB Client Onboarding Treasury Product Implementation Assoc in Dallas, Texas

CB Client Onboarding Product Implementation FIT Associate:

Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions CB to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. The Commercial Bank Client Onboarding (CBCO) implementations group is responsible for owning, driving, and coordinating all aspects pertaining to the setup of cash management products and services for Commercial Bank clients.

The CBCO PI (Commercial Bank Client Onboarding Product Implementations) organization is seeking a highly motivated individual who is capable of handling a high level of complexity in a client facing environment. The Product Implementation FIT Associate will have responsibility for the production implementations of new and existing business for our top clients. Helping our clients expand their business is a strategic opportunity for Commercial Banking, and the implementation experience sets the tone. The Product Implementation FIT Associate will work directly with the client, coverage and product teams to determine the best approach to implement the highly complex, large scale onboarding projects.

Core Responsibilities:

  • Client facing, single-point-of-contact responsible for the end-to-end client experience and satisfaction during the in-scope product implementations

  • Responsible for multi-entity, multi-jurisdiction client onboardings and product & service implementations

  • Collaboration with the client and coverage team to develop and execute an implementation plan, establishing clear expectations and providing transparency of timelines using project management principles and practices

  • Manage and coordinate client and internal partner communication and status updates

  • Utilize creative problem solving and solid decision making abilities

  • Adherence to policy and procedures, and domestic regulatory requirements

  • Manage onboarding activities via phone, telepresence, email and in person with external clients and internal business partners

  • Own and drive identification, transparency, escalation, and resolution of risks and issues to closure

  • Liaise with local Compliance, Legal, and Product where required

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.

Required Qualifications:

  • 2-4 Years or more relevant business experience, including client facing roles

  • Accomplished client relationship manager in a consultative environment

  • Proven capability of applying project management methodology to develop an implementation plan and execute deliverables for complex, strategic change programs

  • Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner

  • Strong organizational skills both personally and across the working team to meet deadlines in a fast paced environment, time management, and attention to detail

  • Strong interactive personal and communication skills and ability to influence others for positive results

  • Executive presence; able to manage stakeholder expectations at various levels and communicate effectively and clearly (written & verbal form)

  • Skilled at anticipating issues, engaging the appropriate stakeholders and driving resolutions/solutions

  • Ability to take ownership, manage through conflict and mobilize internal resources

  • Adaptable to a changing, dynamic client-facing work environment while driving results

  • Proficiency in Microsoft Office Suite

Preferred Qualifications:

  • BA / BS degree

  • Cash Management and Treasury Services product experience and knowledge

  • Previous direct external client interaction experience

  • Industry certifications (CTP, PMI)

  • Ability to map and document progress of complex workflows

  • Technical client consulting experience with transmissions, ERPs (technical roles) and file formats

  • Consulting experience a plus

*Some travel may be required to support various clients and coverage teamJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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