CB Client Onboarding Tech Implementation Team - Paysource Client Engagment VP

Jpmorgan Chase & Co. Dallas , TX 75201

Posted 6 days ago

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CB Client Onboarding Tech Implementation Team

  • Paysource Client Engagment VP

Req #: 180070711

Location: Dallas, TX,US

Job Category: Technology

Job Description:

CB Client Onboarding TIM Paysource

  • Client Engagement VP

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.

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 Vice President 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 Vice President 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

  • Support sales partners and the sales process with RFP responses, client presentations and in-person client visits

  • 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

  • Provide Subject Matter Expertise for implementation requirements, products & services, and training requirements

  • Collaborate on strategic business initiatives as a Subject Matter Expert or Project Manager

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:

  • 6 Years or more relevant business experience, including client facing roles

  • Accomplished client relationship manager in a consultative environment

  • BA/BS degree

  • 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

  • Ability to map and document progress of complex workflows

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

  • Knowledge and experience with either (or both) ISO 20022 or EDI message formats

Preferred Qualifications:

  • Cash Management and Treasury Services product experience and knowledge

  • Previous direct external client interaction experience

  • Industry certifications (CTP, PMI)

  • Consulting experience a plus

  • Some travel may be required to support various clients and coverage team

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CB Client Onboarding Tech Implementation Team - Paysource Client Engagment VP

Jpmorgan Chase & Co.