Client Onboarding, Executive Director

at JPMorgan Chase in Chicago, Illinois, United States

Job Description

The Client Onboarding team is responsible for driving and coordinating all aspects of the setup of custom card and cash management services to ensure a best-in-class experience for our clients.

As a Client Onboarding Executive Director for the Commercial Bank (CB) you will act as an Implementation Manager, and be responsible for managing a team that provides project management support for the execution 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.

Job 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 along with maintaining awareness of business risk and ownership of issues when they arise

+ Manage team capacity and proactively manage expenses

Required Qualifications, Capabilities, and Skills:

+ Comprehensive knowledge of Treasury Services and/or Custom Card

+ Bachelor’s degree and 3+ years of relevant experience

+ 4+ 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

+ Strong presentation and negotiating skills

+ Excellent verbal and written communications 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, Capabilities, and Skills:

+ Prior senior project management experience

+ Master’s Degree (MBA)

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

+ Ability to provide quantifiable management reporting

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

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans