DescriptionIf you want to make valuable contributions to your team and expand your career and skills inproject management business operationsand in the financial operations world thenJP Morgan Chase has a great opportunity for youto 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 theinitialsolutioning phase through to coordinating the transition training and production validation for 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 youare responsible fordriving 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 clients staffand you and theteam assists with up-front solutioning of domestic and international new business to document and provide a solidified project scopeand areresponsible 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 servicesand youwill facilitate work within and train client resources on the banksonline banking platformto 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 andmaintainstrong relationships with key partners in Relationship Management Sales Service Operations and Product Managementand manage client and partner expectations and understanding throughout the implementation process
- Exhibit ownership of implementationsexperienceand own client satisfaction resultsand work with partners in Operations and Product Management to streamline processes
- Identifyinstances of business risk and show ownership of issues when they arise
- Contribute toward definition and documentation ofthe scope of work into an implementation request to engage our onboarding and operation teams to set up the suite of products and servicesidentified
- 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 byestablishingtimeliness and dependencies with the goal to exceed expectationsand 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 experienceand ability to clearly communicate partner and influenceleading others to a common goal
- Experience in risk awareness and skills to develop and ensure quality program set upsand excellent verbal written interpersonal presentationnegotiatingand organizational skills
- Strategic thinking with the ability to manage conflict and adapt to changeanddemonstratedteam building skills and ability to work in a team environment
- Comfort in using technology such asWebExZoomand other collaboration tools for enhanced client discussions
- Bachelor of Science or Business Administration Degree
Preferred qualifications capabilities and skills
- Project Management Professionalor other Project management Certifications
- PreviousClient Facing Project Management/consulting experience
- Ability to provide quantifiable management reporting
- Passion for learning new operating models technologies and industry trends
Required Experience:
Senior Exec
DescriptionIf you want to make valuable contributions to your team and expand your career and skills inproject management business operationsand in the financial operations world thenJP Morgan Chase has a great opportunity for youto lead and manage large-scale Treasury Services Implementations end t...
DescriptionIf you want to make valuable contributions to your team and expand your career and skills inproject management business operationsand in the financial operations world thenJP Morgan Chase has a great opportunity for youto 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 theinitialsolutioning phase through to coordinating the transition training and production validation for 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 youare responsible fordriving 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 clients staffand you and theteam assists with up-front solutioning of domestic and international new business to document and provide a solidified project scopeand areresponsible 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 servicesand youwill facilitate work within and train client resources on the banksonline banking platformto 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 andmaintainstrong relationships with key partners in Relationship Management Sales Service Operations and Product Managementand manage client and partner expectations and understanding throughout the implementation process
- Exhibit ownership of implementationsexperienceand own client satisfaction resultsand work with partners in Operations and Product Management to streamline processes
- Identifyinstances of business risk and show ownership of issues when they arise
- Contribute toward definition and documentation ofthe scope of work into an implementation request to engage our onboarding and operation teams to set up the suite of products and servicesidentified
- 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 byestablishingtimeliness and dependencies with the goal to exceed expectationsand 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 experienceand ability to clearly communicate partner and influenceleading others to a common goal
- Experience in risk awareness and skills to develop and ensure quality program set upsand excellent verbal written interpersonal presentationnegotiatingand organizational skills
- Strategic thinking with the ability to manage conflict and adapt to changeanddemonstratedteam building skills and ability to work in a team environment
- Comfort in using technology such asWebExZoomand other collaboration tools for enhanced client discussions
- Bachelor of Science or Business Administration Degree
Preferred qualifications capabilities and skills
- Project Management Professionalor other Project management Certifications
- PreviousClient Facing Project Management/consulting experience
- Ability to provide quantifiable management reporting
- Passion for learning new operating models technologies and industry trends
Required Experience:
Senior Exec
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