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Onboarding Specialist Associate

Company: JPMorgan Chase Bank, N.A.
Location: Plano
Posted on: January 24, 2023

Job Description:

CB Client Onboarding - Onboarding Associate - 602 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 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 the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of cash management products and services for Commercial Bank clients. The CBCO team is seeking a Implementation Project Manager who will have responsibility for the implementation of new business for our top clients and complex deals. The Senior Implementation Project Manager is responsible for the management of several simultaneous highly complex, large scale projects. Core Responsibilities:

  • Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
  • Exhibit ownership of on-boarding experience and client satisfaction
  • Ownership of internal communication and status updates
  • Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
  • Demonstrate creative problem solving and solid judgment/decision making
  • Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
  • Diligent awareness of risks in our processes in a timely manner
  • Ownership, escalation and resolution of risk issues when they occur in a timely manner
  • Manage activities through heavy phone work with clients and business partners QUALIFICATIONS
    • 5 Years of relevant experience
    • Project Management experience, including the use of project plans and issue logs
    • Time management and organizational skills
    • Strong verbal and written communication skills
    • Strong presentation and negotiating skills
    • Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills
    • Strong technical aptitude pertaining to Treasury Management products
    • Demonstrated ability to work in a team environment, and ability to adapt to a changing environment
    • Some travel may be required (less than 25%) to visit clients Preferred Qualifications:
      • Cash Management and Treasury Services experience and knowledge
      • Operations and Customer Service experience
      • CTP or PMI certifications
      • Proficient in various desktop and internet based applications
      • BA/BS degree JPMorgan 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. 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/Salary Irvine, CA $75,050.00 - $107,000.00 / year

Keywords: JPMorgan Chase Bank, N.A., Plano , Onboarding Specialist Associate, Other , Plano, Texas

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