The CBCO organization is seeking a driven, proactive, intellectually curious individual to partner with senior leaders implementing financial solutions to clients migrating from other Lines of Business into Commercial Banking.
Identify, implement and lead innovative complex, large scale client onboarding solutions focused on end to end ownership of the client transfer experience
Lead, direct and manage client interactions while partnering with the banking, service and sales teams to present and communicate expectations, impacts and timelines to clients
Provide subject matter expertise for pricing, products & services and training requirements directly to clients and internal stakeholders
Lead collaborative dialogue with the client, banking team, sales team, service team and product & service subject matter experts to develop a comprehensive project plan tailored to the complex and dynamic needs of multi - entity, multi- jurisdiction clients transferring into Commercial Banking
Leverage technology and promote digital adoption to exceed client expectations
Maintain controls agenda to ensure policies and procedures serve the client and protect the firm
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 experience level.
6+ years of client consulting or financial services experience
Onboarding, Service, KYC, Sales, Underwriting or Banking experience preferred
Strong business acumen combined with demonstrated experience structuring and managing projects
Previous experience adapting to a fast paced, changing, dynamic client-facing work environment while driving results
Excellent interpersonal, influencing, communication and partnership skills
Ability to anticipate, analyze and synthesize data and provide holistic insights through effective story telling
Passion for learning new operating models, technologies and industry trends
Expert level proficiency in Microsoft Office Suite
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.