1+ months

JPMorgan Chase & Co.
Dallas, TX 75201
  • Job Code

Commercial Bank - Client On-boarding, Implementation Solutions Analyst (Entry Level Hourly Role)

Job Description

CB Client Onboarding – Implementation Solutions Analyst - Entry Level


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

Req #: 200007458
Location: Dallas, TX US
Job Category: Project Management
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-01-29 Expires: 2020-06-10

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JPMorgan Chase & Co.
Dallas, TX 75201

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