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CB Client Onboarding Treasury Product Implementation at JPMorgan Chase Bank, N.A.

Posted in General Business 30+ days ago.

Type: Full-Time
Location: Dallas, Texas





Job Description:

The Commercial Banking Client Onboarding (CBCO) Technical Implementations Group (TIM) is responsible for implementing TS Core Cash Management and Card products with a focus on integrating the clients' payments and receivables systems with the bank's processing systems through file-based
transmissions. The role is client-based with 50% or more of the time being direct client interaction. Depending on the team, the concurrent work load is between 10 - 40 client projects. Additionally, with CBCO's focus on improving client satisfaction, employee satisfaction and efficiency, there will be expected participation on projects and initiatives outside of direct client work.

Core Responsibilities:


  • Lead implementations of electronic Treasury Services products, including ACH, Positive Pay, Check Print, and Lockbox
  • Provide consultative advice regarding the configuration of electronic payables and receivables solutions
  • Scope client requests, translating business requirements into technical specifications for electronic Treasury Services products
  • Own the client experience across the onboarding function
  • Strong and demonstrated collaboration, facilitation and conflict management skills
  • Manage clear expectations by establishing clear timelines, deliverables and milestones
  • Ownership of internal and external communication and status updates
  • Ensure deliverables are met and hold owners accountable
  • Demonstrate creative problem solving and solid judgment
  • Own and escalate risk issues when they occur on a timely basis
  • Be a leader: identify gaps, come up with solutions, and implement changes

Required Qualifications:

  • 10 Years of relevant work experience in a professional setting
  • 5 years of project / program management experience
  • Client-facing experience
  • Exhibit adherence to policy and procedures and meet or exceed established SLA
  • Ability to communicate effectively with clients and internal partners through verbal and written (primarily e-mail) channels
  • Comfortable using technology such as WebEx and virtual meetings to enhance client discussions
  • Comfortable interacting with technology teams (application development, Quality Assurance, Production Support)
  • Able to embrace change, and pilot process enhancements and new products

Preferred Qualifications:

  • BA / BS Degree
  • Prior experience in implementations, client service, and / or treasury services
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





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