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Commercial Banking Client Onboarding - Implementation Specialist - Hourly at JPMorgan Chase Bank, N.A. in Dallas, Texas

Posted in General Business 27 days ago.

Type: Full-Time





Job Description:

Commercial Banking Client Onboarding - Product Implementation Specialist

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

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.

Equal Opportunity Employer/Disability/Veterans