CB Client Onboarding - Client Transition Consultant at JPMorgan Chase Bank, N.A. in Chicago, Illinois

Posted in General Business 8 days ago.

Type: Full-Time

Job Description:

Commercial Bank Client Onboarding - Client Transition Consultant

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.

Client Transition Team

The Client Transition Team will work directly with clients to seamlessly implement new products and create a competitive advantage for the organization. The team is charged to work with client coverage team to establish a platform for consultative discussions and execute complex Treasury solutions that support the client's business goals while growing and retaining revenue for the bank.

As a Client Transition Consultant you will engage directly with clients to lead strategic discussions and execute solutions on behalf of the client that will enable them to develop greater automation within their treasury operations by leveraging in-house technology platforms, third party solutions, and integration with JPMorgan Chase.

Core Responsibilities:

The CBCO is seeking a driven, proactive, and intellectually curious individual to partner with clients and senior leaders implementing financial solutions to complement the business strategy of Commercial Banking clients. This role will lead client and internal interaction and work around the following areas:

  • Partner with Treasury Management Officer and banking in working closely with the client in implementing our solutions and ideas
  • Operate as an extension of the client's staff in the effort to migrate their services onto the JPMC platforms
  • Engage directly with client staff in Treasury, Payments and Operations about their existing technology framework to gain a detailed understanding of capabilities and limitations
  • Present complex ideas and solutions for effectively managing payment acceptance and disbursement strategies and product and strategy implementation
  • Coordinate a relationship driven engagement with management in order to secure client's internal stakeholders, i.e. sales, marketing, finance, IT and support the JPMC product implementation
  • Manage multiple and complex engagements at the same time, including working onsite at the client premise
  • Deliver to the client and relationship team high quality, persuasive deliverables that enhances our value proposition and alleviates any technology objections or concerns clients may have
  • Provide assistance with client preparation, including pre-call coordination and discovery and post call follow-up and execution
  • Manage issue reporting; risks, dependencies, and planning gaps to resolve issues
  • Think and act strategically by defining and driving the direction of the business
  • Drive results by demonstrating a consistent track record factoring in adverse/risk control issues
  • Innovate by staying abreast of trends and best practices and factors into approach
  • Demonstrate values by promoting an inclusive work environment


  • Undergraduate degree required
  • Requires 7+ years of technical consulting (preferably payments and ecommerce or similar area), relationship management, and/or treasury consulting or sales experience with 3-5 of those years working in a corporate treasury environment' (e.g. at client or similar)
  • Demonstrate excellent executive skill set; strategic thinking, negotiation skills, verbal and written communication, time management, organizational, and influencing skills
  • Demonstrate success as a leader within a complex matrix environment: influential partner who can lead and mobilize internal and client technology functions
  • Demonstrate strong oral and written presentation skills and ability to present to large groups and executive management
  • Ability to work independently and with all levels of the organization to facilitate the negotiation of critical technology matters on behalf of the client relationship team
  • Excellent verbal and written communications skills
  • Strong presentation and negotiating skills
  • Experience in risk awareness and skills to develop and ensure quality program set ups
  • Convey a professional, knowledgeable and confident demeanor over the phone
  • Proven team leadership and experience in coaching or mentoring other employees
  • Demonstrated ability to work in a team environment with the ability to manage conflict and mobilize internal resources

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experienceJPMorgan 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