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Onboarding Specialist
2 years ago


The Commercial Bank Client Onboarding group is seeking an Implementation Manager who will manage a team that provides project management support for the implementation of cash management products for our clients. The Implementation Manager will serve as a point of escalation for the team, ensure timely resolution of client implementation issues, and be responsible for the overall success of the team by coaching and mentoring.

Responsibilities:

  • Ensure team operates effectively by adhering to implementation methodology and policies

  • Manage client and partner expectations and understanding

  • Exhibit ownership of onboarding experience and client satisfaction

  • Maintain a client-first culture among the team through open dialogue, encouragement of feedback, and attracting and/or retaining superior talent

  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management

  • Foster a culture of teamwork with partners and within the Implementation team

  • Develop, scope, and execute on internal initiatives as assigned

  • Work with partners in Operations and Product Management to streamline processes

  • Utilize management reports and metrics to ensure success in meeting the team™s objectives

  • Oversee employee team adherence to policy and procedures

  • Diligent awareness of business risk and ownership of issues when they arise

  • Manage team capacity and proactively manage expenses

  • Some travel required (20%) to visit clients and internal partners

Experience:

  • Comprehensive knowledge of Treasury Services and/or Custom Card

  • BA/BS degree or 3-5 years of relevant experience

  • Minimum of 2 years of management experience

  • Experience in coaching or mentoring employees and proven ability to successfully manage conflict

  • Experience in risk awareness and skills to develop and ensure quality program set ups

  • Excellent verbal, written, interpersonal, and organizational skills

  • Excellent verbal and written communications skills

  • Strong presentation and negotiating skills

  • Strategic thinker with the ability to manage conflict

  • Demonstrated team building skills and ability to work in a team environment

  • Experienced in managing conflict and adapting to change

Preferred Qualifications:

  • Prior management or senior project management experience

  • MBA

  • Knowledge of the Risk and Control Self-Assessment framework and testing

  • Ability to provide quantifiable management reporting


Keyword: card%20services


The Commercial Bank Client Onboarding group is seeking an Implementation Manager who will manage a team that provides project management support for the implementation of cash management products for our clients. The Implementation Manager will serve as a point of escalation for the team, ensure timely resolution of client implementation issues, and be responsible for the overall success of the team by coaching and mentoring.

Responsibilities:

  • Ensure team operates effectively by adhering to implementation methodology and policies

  • Manage client and partner expectations and understanding

  • Exhibit ownership of onboarding experience and client satisfaction

  • Maintain a client-first culture among the team through open dialogue, encouragement of feedback, and attracting and/or retaining superior talent

  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management

  • Foster a culture of teamwork with partners and within the Implementation team

  • Develop, scope, and execute on internal initiatives as assigned

  • Work with partners in Operations and Product Management to streamline processes

  • Utilize management reports and metrics to ensure success in meeting the team™s objectives

  • Oversee employee team adherence to policy and procedures

  • Diligent awareness of business risk and ownership of issues when they arise

  • Manage team capacity and proactively manage expenses

  • Some travel required (20%) to visit clients and internal partners

Experience:

  • Comprehensive knowledge of Treasury Services and/or Custom Card

  • BA/BS degree or 3-5 years of relevant experience

  • Minimum of 2 years of management experience

  • Experience in coaching or mentoring employees and proven ability to successfully manage conflict

  • Experience in risk awareness and skills to develop and ensure quality program set ups

  • Excellent verbal, written, interpersonal, and organizational skills

  • Excellent verbal and written communications skills

  • Strong presentation and negotiating skills

  • Strategic thinker with the ability to manage conflict

  • Demonstrated team building skills and ability to work in a team environment

  • Experienced in managing conflict and adapting to change

Preferred Qualifications:

  • Prior management or senior project management experience

  • MBA

  • Knowledge of the Risk and Control Self-Assessment framework and testing

  • Ability to provide quantifiable management reporting


Keyword: card%20services
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.

\n\n 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. \n \n\n
\n\n\n The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.\n\n\n


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As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

\n \n \nEqual Opportunity Employer/Disability/Veterans
\n Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.\n\n\n
\n\n\n Operations teams develop and manage innovative, secure service solutions to meet clients™ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.\n

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