You are a strategic thinker passionate about driving onboarding. You have found the right team.
As an Onboarding Analyst - Team Leader within our Client Implementation team, you will be responsible for managing client implementation and technical integration by operations, while building relationships with internal partners. You will manage an extensive portfolio of in-flight deals, track and monitor progress on requirements, and diligently follow up with stakeholders to clear dependencies. Your role will involve ownership, escalation, and resolution of risk issues in a timely manner, ensuring deal deliverables are met and holding owners accountable by managing implementation issues, escalations, and error resolution. You will contribute to the overall client implementation process, manage expectations by establishing timelines, and exhibit ownership of the implementation experience and client satisfaction.
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Job Responsibilities
- Gain extensive on-the-job experience of products and apply advanced knowledge of procedures to solve complex and varied situations.
- Execute work instructions independently without daily supervision and manage Client Implementation, Technical Integration by Operations, and relationships with Internal Partners.
- Oversee an extensive portfolio of in-flight deals, track and monitor progress on requirements, and diligently follow up with stakeholders to clear dependencies.
- Own, escalate, and resolve risk issues promptly, ensuring deal deliverables are met and holding owners accountable by managing implementation issues, escalations, and error resolution.
- Contribute to the overall Client Implementation process to enable the team to function as one unit and establish timelines to manage documentation requirements.
- Exhibit ownership of Implementation experience and client satisfaction, staying informed of process updates and internal communication.
- Demonstrate creative problem-solving and solid judgment/decision-making skills, adhering to policy and procedures and exceeding established Service Level Agreements.
- Listen actively to clients and ask clarifying questions to fully grasp their needs, maintaining a positive and professional tone throughout calls.
- Solve problems effectively by identifying clients' issues and working collaboratively towards solutions that meet their needs.
- Be proficient in client-facing skills, including active listening, maintaining a positive and professional tone, and effective problem-solving.
- Expertly manage products such as Cash/Currency Services, Disbursement Products, Information Services/Products, Payments Products, and Liquidity Services.
Required qualifications, capabilities and skills
- Graduates with minimum of 5 years of experience
- Project management skills to manage multitude of requirements for a full array of treasury service products
- Demonstrate problem solving ability through interaction with internal business partners
- Exceptional verbal and written communications skills. Ability to negotiate and people-oriented skills. Communication is paramount
- Ability to independently manage conflict and mobilize internal resources to resolve issues
- Strong interpersonal and relationship building skills
- Ability to work under pressure and to think laterally and meet deadlines
- Excellent logical, analytical skills and meticulousness
- Initiative-taking approach
- Ability to grasp and learn new products which are currently not in scope
Preferred qualifications, capabilities and skills
Knowledge of Treasury Service & Commercial Bank Products and Operations will be an added advantage
Knowledge of Microsoft Suite of products
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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.