1+ months

CB - Client Onboarding Implementation Solutions - Analyst

Mexico, MO 65265
  • Job Code
    210332034

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 world™s 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 (CB) 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 CB to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. Commercial Banking Client Onboarding (CBCO) is responsible for driving and coordinating all aspects of client onboarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfilment of AML/KYC requirements.
The CBCO organization is seeking an entry-level, highly motivated individual who is capable of handling a wide variety of tasks directly impacting the client experience. The Implementation Solutions Analyst (ISA) will have global responsibility for onboarding support for Commercial Banking clients. Helping our clients expand their business is a strategic opportunity for Commercial Banking and the initial onboarding experience sets the tone. The ISA will work directly with Onboarding Specialists and various operations teams to provide support to onboard the client™s business to the CB products and services.

Core Responsibilities:

  • Collaboration with the coverage team to establish clear implementation details, enabling the implementation to be initiated expeditiously
  • Completion of project initiation tasks, including account reservation requests, product forms and early engagement of internal teams
  • Attend client calls and support Onboarding Specialists with meeting agendas and minutes
  • Responsible for various quality control reviews through the project lifecycle
  • Utilize creative problem solving and solid decision making abilities
  • Adherence to policy and procedures, and international and domestic regulatory requirements
  • Manage onboarding activities via phone, telepresence, email and in person with internal business partners
  • Own and drive identification, transparency, escalation, and resolution of risks and issues to closure

Required Qualifications:

  • BA/BS Degree
  • Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner
  • Strong organizational skills both personally and across the working team to meet deadlines in a fast paced environment (time management and attention to detail)
  • Strong interactive personal and communication skills and ability to influence others for positive results
  • Excellent English written & verbal communication ability
  • Experienced problem solver and critical thinker
  • Ability to take ownership, manage through conflict and mobilize internal resources
  • Adaptable to a changing, dynamic work environment

Keyword: consumer%20banking

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 world™s 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 (CB) 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 CB to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. Commercial Banking Client Onboarding (CBCO) is responsible for driving and coordinating all aspects of client onboarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfilment of AML/KYC requirements.
The CBCO organization is seeking an entry-level, highly motivated individual who is capable of handling a wide variety of tasks directly impacting the client experience. The Implementation Solutions Analyst (ISA) will have global responsibility for onboarding support for Commercial Banking clients. Helping our clients expand their business is a strategic opportunity for Commercial Banking and the initial onboarding experience sets the tone. The ISA will work directly with Onboarding Specialists and various operations teams to provide support to onboard the client™s business to the CB products and services.

Core Responsibilities:

  • Collaboration with the coverage team to establish clear implementation details, enabling the implementation to be initiated expeditiously
  • Completion of project initiation tasks, including account reservation requests, product forms and early engagement of internal teams
  • Attend client calls and support Onboarding Specialists with meeting agendas and minutes
  • Responsible for various quality control reviews through the project lifecycle
  • Utilize creative problem solving and solid decision making abilities
  • Adherence to policy and procedures, and international and domestic regulatory requirements
  • Manage onboarding activities via phone, telepresence, email and in person with internal business partners
  • Own and drive identification, transparency, escalation, and resolution of risks and issues to closure

Required Qualifications:

  • BA/BS Degree
  • Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner
  • Strong organizational skills both personally and across the working team to meet deadlines in a fast paced environment (time management and attention to detail)
  • Strong interactive personal and communication skills and ability to influence others for positive results
  • Excellent English written & verbal communication ability
  • Experienced problem solver and critical thinker
  • Ability to take ownership, manage through conflict and mobilize internal resources
  • Adaptable to a changing, dynamic work environment

Keyword: consumer%20banking
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world™s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.
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.

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Posted: 2022-10-31 Expires: 2023-02-25

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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CB - Client Onboarding Implementation Solutions - Analyst

JPMorgan Chase & Co.
Mexico, MO 65265

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