If you want to make valuable contributions to your team and expand your career and skills in project management, business operations, and in the financial operations world, then JP Morgan Chase has a great opportunity for you to lead and manage large-scale Treasury Services Implementations end to end for new and existing clients within the Commercial Bank. Client Transition is a dedicated implementation team that supports the sales team from the initial solutioning phase through to coordinating the transition, training, and production validation for clients. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. 

 

As a Client Transition Manager within the Commercial & Investment Bank, you are responsible for driving and coordinating all aspects of complex treasury and banking services to ensure a best-in-class implementation experience is provided to clients in the Commercial Bank. Client Transition is a specialized implementation team that is provided to clients as an extra implementation resource and thought of as an extension of the client’s staff and you and the team assists with up-front solutioning of domestic and international new business to document and provide a solidified project scope and are responsible for developing a playbook post mandate with product specific templates to assist the client in transitioning their business to J.P. Morgan. During implementation, the team is responsible for having consultative conversations with client business and technical resources to provide best practices around gaining efficiencies in their banking services and you will facilitate work within and train client resources on the bank’s online banking platform to ensure the client is ready to transact. 

Job responsibilities 

Own the product implementation and training experience for your assigned clients   Facilitate training sessions with clients via zoom, phone, and in-person on migrating online users, templates, and fraud prevention services  Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management and manage client and partner expectations and understanding throughout the implementation process   Exhibit ownership of implementations experience and own client satisfaction results and work with partners in Operations and Product Management to streamline processes  Identify instances of business risk and show ownership of issues when they arise   Contribute toward definition and documentation of the scope of work into an implementation request to engage our onboarding and operation teams to set up the suite of products and services identified  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 and assume the role of the primary point of contact for managing and tracking deliverables through to completion  

Required qualifications, capabilities, and skills 

Comprehensive knowledge of Treasury Products and Services  6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience  Prior project management experience and ability to clearly communicate, partner and influence leading others to a common goal  Experience in risk awareness and skills to develop and ensure quality program set ups and excellent verbal, written, interpersonal, presentation, negotiating and organizational skills  Strategic thinking with the ability to manage conflict and adapt to change and demonstrated team building skills and ability to work in a team environment   Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions  Bachelor of Science or Business Administration Degree  

Preferred qualifications, capabilities, and skills 

Project Management Professional or other Project management Certifications  Previous Client Facing Project Management/consulting experience   Ability to provide quantifiable management reporting  Passion for learning new operating models, technologies, and industry trends