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Commercial Banking Client Onboarding - Treasury Products Client Implementation VP

Dallas, TX, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    General Management
    Project Management
  • Experience:
    3-5 years
    5-7 years
Job Description:
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Commercial Banking Client Onboarding – Treasury Products Implementation VP

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 Onboarding (CBCO) Technical Implementations Group (TIM) is responsible for implementing TS Core Cash Management and Card products with a focus on integrating the clients’ payments and receivables systems with the bank’s processing systems through file-based transmissions.The role is client-based with 50% or more of the time being direct client interaction.Depending on the team, the concurrent work load is between 10 – 40 client projects.Additionally, with CBCO’s focus on improving client satisfaction, employee satisfaction and efficiency, there will be expected participation on projects and initiatives outside of direct client work.

Core Responsibilities:

  • Lead implementations of electronic Treasury Services products, including ACH, Positive Pay, Check Print, and Lockbox

  • Provide consultative advice regarding the configuration of electronic payables and receivables solutions

  • Scope client requests, translating business requirements into technical specifications for electronic Treasury Services products

  • Own the client experience across the onboarding function

  • Strong and demonstrated collaboration, facilitation and conflict management skills

  • Manage clear expectations by establishing clear timelines, deliverables and milestones

  • Ownership of internal and external communication and status updates

  • Ensure deliverables are met and hold owners accountable

  • Demonstrate creative problem solving and solid judgment

  • Own and escalate risk issues when they occur on a timely basis

  • Be a leader: identify gaps, come up with solutions, and implement changes

Required Qualifications:  

  • 6 Years of relevant work experience in a professional setting

  • 4 years of project / program management experience

  • Client-facing experience

  • Exhibit adherence to policy and procedures and meet or exceed established SLA 

  • Ability to communicate effectively with clients and internal partners through verbal and written (primarily e-mail) channels

  • Comfortable using technology such as WebEx and virtual meetings to enhance client discussions

  • Comfortable interacting with technology teams (application development, Quality Assurance, Production Support)

  • Able to embrace change, and pilot process enhancements and new products

Preferred Qualifications: 

  • BA / BS Degree

  • Prior experience in implementations, client service, and / or treasury service

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