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Client Onboarding Card Product Implementation

Client Onboarding Card Product Implementation

Charlotte StaffingCharlotte, NC, US
2 days ago
Job type
  • Full-time
Job description

Client Implementation Senior Associate

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 Client Implementation Senior 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.
  • 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.
  • 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.
  • Participate in Business Resource Groups to engage with colleagues on topics such as ethnicity, gender, and more.

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.
  • Final job grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (10%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.

    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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, 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.

    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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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    Client Onboarding Card Product Implementation • Charlotte, NC, US

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