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Commercial Banking Client Onboarding Implementation Manager - Team Lead

Req #: 180034779_1
Location: Dallas, TX, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements, Fully paid parental leave time, health care insurance and retirement benefits.
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 On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of custom card and cash management services including working with key internal partners to ensure a best in class experience with our clients.
The CBCO group is seeking an Implementation Manager who will manage a team that provides project management support for the implementation of cash management products for our clients.  The Implementation Manager will serve as a point of escalation for the team, ensure timely resolution of client implementation issues and be responsible for the overall success of the team by coaching and mentoring.
Core Responsibilities:
  • Ensure team operates effectively by adhering to implementation methodology and policies
  • Manage client and partner expectations and understanding
  • Exhibit ownership of on-boarding experience and client satisfaction
  • Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
  • Foster a culture of teamwork with partners and within the Implementation team
  • Develop, scope and execute on internal initiatives as assigned
  • Work with partners in Operations and Product Management to streamline processes
  • Utilize management reports and metrics to ensure success in meeting the team’s objectives
  • Oversee employee team adherence to policy and procedures
  • Diligent awareness of business risk and ownership of issues when they arise (this is new)
  • Manage team capacity and proactively manage expenses
  • Some Travel required (20%) to visit clients and internal partners
• The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.  It may be different than what is listed on the requisition based on candidate experience level. 
  • Comprehensive knowledge of Treasury Services and/or Custom Card
  • BA/BS degree or 3-5 years of relevant experience
  • Minimum of 2 years of management experience
  • Experience in coaching or mentoring employees and proven ability to successfully manage conflict
  • Experience in risk awareness and skills to develop and ensure quality program set ups
  • Excellent verbal, written, interpersonal and organizational skills
  • Excellent verbal and written communications skills
  • Strong presentation and negotiating skills
  • Strategic thinker with the ability to manage conflict
  • Demonstrated team building skills and ability to work in a team environment
  • Experienced in managing conflict and adapting to change

    Preferred Qualifications: 

  • Prior Management or Senior Project Management experience
  • MBA
  • Knowledge of the Risk and Control Self Assessment framework and testing
  • Ability to provide quantifiable management reporting
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