Commercial Bank Client Onboarding - Client Transfer VP at JPMorgan Chase Bank, N.A.

Posted in General Business 7 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Chicago, Illinois

Job Description:

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.

Core Responsibilities:

  • 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
  • BA/BS degree
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