Join our team and shape the future of client account management. Be at the heart of our documentation process, ensuring seamless account openings for our commercial clients. Unlock your potential with us and make your mark in a dynamic and innovative environment.
As a Client Onboarding Documentation Analyst within Commercial Bank, you will be responsible for researching and preparing all necessary documents for account openings and services for our commercial customers. You will educate clients and internal partners on authorization and Treasury Services product documentation requirements, ensuring a smooth and compliant process.
Job Responsibilities:
- Manage the account opening and client documentation workflow, including creation, collection, negotiation oversight, and execution.
- Oversee the documentation process for external clients and internal business partners throughout the documentation life cycle.
- Communicate effectively through email and phone with external clients and internal business partners.
- Conduct research for product setup and account opening to assess documentation requirements on internal systems.
- Ensure documentation conforms to the Bank's legal guidelines, policies, and standards, mitigating risks through adherence to the control framework.
- Ensure deal deliverables are met, managing implementation issues, escalations, and error resolution.
- Demonstrate creative problem-solving and sound judgment in decision-making.
- Adhere to policy and procedures, meeting or exceeding established Service Level Agreements.
- Maintain diligent awareness of risks in processes and address them in a timely manner.
- Exhibit ownership, escalation, and resolution of risk issues promptly.
- Establish clear timelines and manage documentation requirements to set clear expectations.
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Required qualifications, capabilities, and skills:
- Relevant experience or knowledge of legal documentation, account products, entity organizational documents, tax documentation, and other documentation types.
- Ability to review and analyze information from multiple sources and determine relevancy.
- Proven ability to independently identify issues, analyze problems, and provide viable account and documentation solutions.
- Excellent verbal and written communication skills.
- Proven ability to successfully manage conflict.
- Strong time management and organizational skills.
- Working knowledge of risk factors impacting specific products and industries.
- Strong client focus and ability to partner with various internal groups and client coverage.
Preferred qualifications, capabilities, and skills:
- Paralegal or Juris Doctor certificate.
- Data Analytics expertise.
- Experience in financial services, preferably in Corporate/Commercial Banking.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.