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CB Client On-boarding- International Onboarding Lead

Req #: 170094173_2
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 & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, 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.
Commercial Banking Client On-boarding (CBCO) is responsible for driving and coordinating all aspects of client on-boarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfillment of AML/KYC requirements.  
The CBCO organization is seeking an International Onboarding Lead (IOL) who will have global responsibility for the international onboarding for Commercial Banking clients. Helping our clients expand their business into international markets is a strategic opportunity for Commercial Banking and the initial onboarding experience sets the tone. The IOL will work directly with the client and the coverage team to determine the best approach to onboard the client’s business to the CB products and services, including completion of our Due Diligence process.
 
Core Responsibilities:
  • Single point of contact that provides overall ownership of the client experience and satisfaction during the international onboarding process
  • Working with the client and coverage team, develop the international product and account onboarding plan
  • Manage client and partner expectations and understanding in a consultative way
  • Establish clear expectations and understanding of timelines and client responsibility versus IOL.
  • Ability to develop an implementation plan and execute the deliverables
  • Manage and coordinate client and internal partner communication and status updates
  • Demonstrate creative problem solving and solid decision making
  • Proactive identification, escalation and ownership of risk controls
  • Provide subject matter expertise for international regulatory requirements, products, documentation and services
  • Own and drive transparency, escalation, and resolution of issues
  • Manage all onboarding activities through heavy phone work with external clients and internal business partners
 
Qualifications:
 
  • 6 Years or more relevant business experience, including client facing roles
  • Ability to soundly execute quantitative and qualitative analysis and draw salient conclusions
  • Ability to present information in a concise and effective manner
  • Strong interactive personal skills and ability to influence others for positive results
  • Strong organizational skills both personally and across working team to meet deadlines in a fast paced environment
  • Experienced problem solver and critical thinker
  • Proven ability to develop an implementation plan and execute the deliverables
  • Ability to take ownership, manage through conflict and mobilize internal resources
  • Excellent written and verbal communication ability, especially via phone or e-mail channels
  • Adaptable to a changing, dynamic work environment
  • Some travel may be required (less than 25%) to support various clients and coverage teams
    Preferred Qualifications: 
  • BA/BS Degree
  • Experience with international Know Your Customer/regulatory requirements
  • Global Cash Management experience
  • Ability to navigate complex client relationships and product usage
  • PMP certification a plus
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