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CB Client Onboarding - Card Product Implementation Assoc - 602Role Summary:The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of bank products and services for new and existing Commercial Bank clients.Job Responsibilities:
Execute and lead client onboarding solutions focused on end-to-end ownership of the client experience
Provide subject matter expertise for implementations, products & services, and training requirements directly to external clients and internal stakeholders
Lead dialogue with the client, sales team and subject matter experts to drive collaboration, resolve conflicts and build consensus
Develop a project plan and trackers tailored to the dynamic needs of existing and new clients.
Manage client relationships and partner with the sales team to present and communicate to clients with data-based decision making skills to leverage technology and promote digital adoption to exceed client expectations
Maintain controls agenda to ensure policies and procedures serve the client and protect the firm
Ultimately, you'll be expected to own our Client's Onboarding experience, end-to-end. This includes:
Representing us as the client facing, contact responsible for a successful end-to-end client experience during complex treasury product implementations with Commercial Banking clients around the world
Manage client and internal partner expectations with consultative advice regarding technical aspects of treasury solutions including - RFP responses, clients presentations and client visits
Scope client requests and translate business requirements into detailed technical specifications for treasury services
Use of MS Office tools to document scope, meeting agendas and minutes and project plans
Use of workflow tool for status updates and document repository
Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
Demonstrate creative problem solving and judgement
Empowerment to escalate when support is needed to remove obstacles to success
Required Qualifications, capabilities and skills:
3+ years of relevant experience in a professional setting
Demonstrated leadership skills and experience in structuring and managing projects with competing resources, priorities and changing workflows
Previous experience adapting to a fast paced, changing, dynamic client-facing work environment while driving results
Excellent interpersonal, influencing, communication and partnership skills
Ability to anticipate, analyze and create data to provide holistic insights with a knack for creative, visual story telling
Passion for learning new working models, technologies and industry trends
Motivated and results oriented creative thinker
Expert level abilities in Microsoft Office Suite
Preferred qualifications, capabilities and skills:
Passion for learning new operating models, technologies, and industry trends
BA/BS degree
Technical client consulting experience with transmissions and ERPs (technical roles)
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
Help the community through expansive volunteer opportunities
Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Some travel may be required to support various clients and coverage teamFinal Job Grade and officer title will be determined at time of offer, and may differ from this posting.Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.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.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.Equal Opportunity Employer/Disability/VeteransBase Pay/SalaryIrvine,CA $75,050.00 - $107,000.00 / year
Full-time