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Commercial Bank Client Onboarding Vice President

Dallas, TX, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    7-10 years
Job Description:
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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. 

8 Years of relevant experience

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

Time management and organizational skills

Strong verbal and written communication skills

Strong 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 a changing environment

Some travel may be required (less than 25%) to visit clients

Preferred Qualifications: 

Cash Management and Treasury Services experience and knowledge

Operations and Customer Service experience

CTP or PMI certifications

Proficient in various desktop and internet based applications

BA/BS degree

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