CB Client Onboarding Implementation Specialist - MMBSI
Company: JPMorgan Chase
Location: Chicago
Posted on: May 28, 2023
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Job Description:
**Client Onboarding Implementation Specialist**
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 for custom card and cash management services including
working with key internal partners to ensure a best in class
experience for clients.
The CBCO group is seeking an Implementation Specialist that will
work closely with our clients and be responsible for coordinating
all aspects for Card and Cash Management set ups. The
Implementation Specialist will handle a high volume of simultaneous
requests.
**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
**Required Qualifications:**
+ Demonstrated problem solving ability through interaction with
clients and business partners
+ Exceptional verbal and written communications skills
+ Ability to independently manage conflict and mobilize internal
resources to resolve issues
+ Strong interpersonal and relationship building skills
+ Excellent analytical skills and attention to detail
+ Knowledge of Microsoft Suite of products
+ Some travel may be required (less than 5%) to visit clients
**Preferred Qualifications:**
+ Must have 1-3 years of experience in a Client Service, Operations
Sales, Portfolio Management or Implementation function
+ Strong presentation and negotiating skills
+ Excellent organization and prioritization skills in a high
pressure, competing priority work environment
+ Project management skills as necessary to manage multiple
projects in varying stages
+ BA/BS degree
+ Cash Management / Card product knowledge
+ Ability to travel to clients organization when required
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/Veterans
Keywords: JPMorgan Chase, Chicago , CB Client Onboarding Implementation Specialist - MMBSI, Other , Chicago, Illinois
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