Client Onboarding - Vice President

Company: JPMorgan Chase & Co.
Location: Charlotte
Posted on: October 8, 2024

Job Description:

Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.
As a Client Onboarding Vice President within the Commercial Bank, you will spearhead a project team dedicated to providing support for the implementation of our products and services. You will collaborate with both clients and internal stakeholders to ensure a top-tier experience. This role often represents the client's initial interaction with JP Morgan Chase.
Job Responsibilities

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• Own the product implementation and training experience for your assigned clients.
  
• Meet and connect with clients through WebEx, Zoom, and other collaboration technologies.
  
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
  
• Manage client and partner expectations and understanding throughout the implementation process.
  
• Exhibit ownership of implementations experience and own client satisfaction results.
  
• Work with partners in Operations and Product Management to streamline processes.
  
• Identify instances of business risk and show ownership of issues when they arise.
  
• Scope client requests and translate business requirements into detailed technical specifications for treasury services.
  
• Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository.
  
• Demonstrate creative problem solving and judgement and be empowered to escalate when necessary.
  
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.
  
  Required Qualifications, capabilities, and skills
  
  • 
    
  • Comprehensive knowledge of Treasury Products and Services.
    
  • An appreciation for being a 'keeper of our brand' with 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience.
    
  • Prior project management or senior project management experience.
    
  • Experience in coaching or mentoring employees and proven ability to successfully manage conflict.
    
  • Experience in risk awareness and skills to develop and ensure quality program setups.
    
  • Excellent verbal, written, interpersonal, presentation, negotiating, and organizational skills.
    
  • Strategic thinking with the ability to adapt to change.
    
  • Demonstrated team building skills and ability to work in a team environment.
    
  • Ability to clearly communicate, partner, and influence - leading others to a common goal.
    
  • Comfort in using technology such as WebEx, Zoom, and other collaboration tools for enhanced client discussions.
    
    Preferred qualifications, capabilities, and skills
    
    • 
      
    • Bachelor of Science or Business Administration Degree.
      
    • PMP or other Project Management Certifications.
      
    • Ability to provide quantifiable management reporting.
      
    • Passion for learning new operating models, technologies, and industry trends.
      
      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.
        
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Keywords: JPMorgan Chase & Co., Burlington , Client Onboarding - Vice President, Executive , Charlotte, North Carolina