• Job Description

  Req#: 210433785

  Role 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:

  • Identify, implement, and lead innovative, complex, large-scale client onboarding solutions focused on end-to-end ownership of the client experience
  • Provide subject matter expertise for implementations, products and services, and training requirements to external clients and internal stakeholders
  • Lead collaborative dialogue with the client, sales team, and subject matter experts to develop an implementations project plan tailored to the complex and dynamic needs of multi-entity, multi-jurisdiction clients
  • Manage client relationships and partner with the sales team to present and communicate to clients 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. Managing client and internal partner expectations with consultative advice regarding technical aspects of treasury solutions including – RFP responses, client presentations and client visits. Scope client requests and translate business requirements into detailed technical specifications for treasury services. Use of Microsoft 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. You will have the empowerment to escalate when support is needed to remove obstacles to success

  Required Qualifications, capabilities and skills:

  • 3+ years of client consulting or financial services experience
  • Strong business acumen combined with demonstrated experience structuring and managing projects
  • 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 synthesize data and provide holistic insights through effective story telling
  • Expert level proficiency in Microsoft Office Suite

  Preferred qualifications, capabilities and skills:

  • Passion for learning new operating models, technologies, and industry trends
  • Bachelor of Arts/Bachelor of Science degree
  • Technical client consulting experience with transmissions and Enterprise Resource Planning (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

  *Final Job Grade and officer title will be determined at time of offer, and may differ from this posting.*

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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