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Salary
$77k – $154k per year (Estimated)
Location
In office (Charlotte)
Seniority
Middle · 3+ years exp
Overview
Company
Impact
Profile match
JPMorganChase is the largest bank in the United States by assets and one of the most systemically important financial institutions in the world, with a lineage running back through more than a thousand predecessor firms to the 1799 founding of the Bank of the Manhattan Company. It combines a dominant investment bank and markets business with Chase, the largest retail banking franchise in America, plus commercial banking and asset and wealth management. Headquartered in New York, the group is unusual among banks for the scale of its technology spending, running one of the largest engineering organisations of any financial institution and deploying its own internal AI platform across the firm.

Are you ready to make a significant impact by leading and managing treasury product implementation processes for new and existing clients as they transition to the Chase banking platform? Join us at JP Morgan Chase and be part of a diverse and innovative global organization that offers endless opportunities for growth and development. As a Client Onboarding and Product Implementation Associate, you will play a pivotal role in shaping our clients' first experiences with us, ensuring a seamless transition and fostering strong relationships from the very first interaction. Together, we will drive satisfaction and success in a dynamic global environment.

As a Technical Client Implementation Associate within the Commercial and Investment Bank, you will lead the charge in delivering exceptional onboarding experiences. You will be at the forefront of shaping our clients' first interactions with us, ensuring a seamless transition and fostering strong relationships. Your role is crucial in driving satisfaction and success, and you will be part of a diverse and innovative team that values growth and development. Together, we will create a dynamic and collaborative environment that supports our clients and our community.

Job Responsibilities:

  • Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform.
  • Own the product implementation process and training experience for your assigned clients.
  • Knowledge of file formats such as ISO 20022 XML, NACHA, EDI X12, and other flat file formats and understanding of secure file transmissions including encryption and SSH Keys.
  • Testing coordination and troubleshooting skills
  • Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies.
  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
  • Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
  • Implement mixed payable solutions and support clients with technical specifications for treasury services.
  • Manage client and partner expectations by establishing timelines and dependencies.
  • Demonstrate creative problem-solving skills and take ownership of issues when they arise and ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness.
  • Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth.

Required qualifications, capabilities, and skills:

  • 3+ years of experience in managing and executing strategic initiatives in a professional field.
  • Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
  • Technical project management experience in a dynamic client-facing environment.
  • Strong communication skills with the ability to partner and influence others towards a common goal.
  • Proficiency in data and tech literacy, with a willingness to understand and implement innovation and design thinking techniques.
  • Experience in managing client and internal partner expectations, establishing timelines, and managing dependencies.
  • Comfort in using technology such as Microsoft Office tools, WebEx, and other collaboration tools for enhanced client discussions.
  • Demonstrated ability to build and maintain strong relationships with key partners.
  • Experience in coaching or mentoring team members and managing conflict effectively.
  • Strategic thinking with the ability to adapt to change.
  • Adherence to policy and procedures, meeting or exceeding established Service Level Agreements (SLA).

Preferred qualifications, capabilities, and skills:

  • Bachelor of Science or Bachelor of Arts Degree.
  • Passion for learning new operating models, technologies, and industry trends.
  • Technical client consulting experience to support technical roles.
  • Ability to clearly communicate, partner, and influence, leading others to a common goal.
  • Due recognition for professional qualifications attained from reputable training institutes or professional bodies.
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