29 days old

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

Commercial Banking Client Onboarding - Onboarding Associate

Job Description


CB Client Onboarding – Onboarding Associate - 601


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 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 On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of cash management products and services for Commercial Bank clients.


The CBCO team is seeking a Junior Implementation Project Manager who will have responsibility for the management and implementation of client cash management products for our top clients and complex deals.




Core Responsibilities:


  • Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements

  • Exhibit ownership of on-boarding experience and client satisfaction

  • Ownership of internal communication and status updates

  • Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution

  • Demonstrate creative problem solving and solid judgment/decision making

  • Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements

  • Diligent awareness of risks in our processes in a timely manner

  • Ownership, escalation and resolution of risk issues when they occur in a timely manner

  • Manage activities through heavy phone work with clients and business partners

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


  • 2 Years of relevant experience

  • Project Management experience, including the use of project plans and issue logs

  • Time management and organizational skills

  • Verbal and written communication skills

  • Presentation and negotiating skills

  • Proven ability to successfully manage conflict, proven team leadership and meeting facilitation skills

  • Strong technical aptitude pertaining to Treasury Management products

  • Demonstrated ability to work in a team environment, and ability to adapt to changing environment

Preferred Qualifications:
  • Cash Management and Treasury Services experience and knowledge

  • BS/BA or equivalent work experience


Req #: 200007801
Location: Dallas, TX US
Job Category: Project Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Keyword: home%20lending


Posted: 2020-01-30 Expires: 2020-03-29

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JPMorgan Chase & Co.
Dallas, TX 75201

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