CB Client Onboarding - Sr. Technical Treasury Products Client Implementation Manager
CB Client Onboarding - Technical Treasury Products - Senior Implementation Manager JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co. is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
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
