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Client Onboarding Specialist VP
Client Onboarding Specialist VP-July 2024
Plano
Jul 6, 2026
About Client Onboarding Specialist VP

  CB Client Onboarding - Onboarding VP 603

  Role Summary

  As a Commercial Bank Client Onboarding Vice President, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.

  Job Responsibilities

  Own the product implementation and training experience for your assigned clients

  Meet and connect with clients through WebEx, Zoom, and other collaboration technologies

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

  Manage client and partner expectations and understanding throughout the implementation process

  Exhibit ownership of implementations experience and own client satisfaction results

  Work with partners in Operations and Product Management to streamline processes

  Identify instances of business risk and show ownership of issues when they arise

  Scope client requests and translate business requirements into detailed technical specifications for treasury services

  Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository

  Demonstrate creative problem solving and judgement and be empowered to escalate when necessary

  Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

  Required Qualifications, capabilities and skills

  Comprehensive knowledge of Treasury Products and Services

  An appreciation for being a 'keeper of our brand' with 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience

  Prior project management or senior project 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, presentation, negotiating and organizational skills

  Strategic thinking with the ability to adapt to change

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

  Ability to clearly communicate, partner and influence - leading others to a common goal

  Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

  Preferred qualifications, capabilities, and skills

  Bachelor of Science or Business Administration Degree

  PMP or other Project management Certifications

  Ability to provide quantifiable management reporting

  Passion for learning new operating models, technologies, and industry trends

  Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more

  Help the community through expansive volunteer opportunities

  Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

  Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

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

  Please note this role is not eligible for employer immigration sponsorship.

  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 and perspectives that 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. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

  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.

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

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