Client Technical Onboarding

JOB DESCRIPTION

Join JPMorgan Chase as a Technical Implementation Specialist and play a pivotal role in Commercial Banking client onboarding. Collaborate with a global team to deliver innovative Treasury Services solutions and ensure a smooth client experience. Be part of a supportive culture that values excellence, inclusion, and your professional growth.

Job Summary

As a Technical Implementation Associate within the Commercial Banking Client Onboarding team, you will manage end-to-end Treasury Services implementations for clients. You will coordinate with internal partners and clients to deliver tailored solutions and ensure a seamless onboarding experience. Your role is essential in driving client satisfaction and supporting the strategic goals of Commercial Banking

Job Responsibilities:

• Serve as primary point of contact for technical onboarding and implementation contact responsible for a successful end-to-end client experience and satisfaction during Regional and/or Global Treasury Services implementations with Commercial Banking clients.
• Deliver Host-to-Host, and/or Host-to-Host Online and/or API Implementations for Commercial Banking clients which utilize SWIFT, and/or ISO XML, and/or Bank file and message formats.
• Be responsible primarily for regional client technical onboardings, with the aim to cover multi-entity, multi-jurisdiction product & service implementations.
• Manage client and internal partner expectations by establishing realistic timelines, deliverables and dependencies with the goal to achieve deal pipeline discipline and ensuring that all customer expectations are met.
• Use project management tools to drive the successful project outcomes, communicate status updates and document project scope, testing and systems setup, prioritizing tasks, resources and stakeholders across time zones.
• Maintain project documentation to meet quality assurance or quality control standards and in compliance with regulatory requirements.
• Empower for escalations when support is needed to remove obstacles to success.
• Be able to identify gaps in the client onboarding journey where we can do better, suggest options for a solution, and execute continuous improvement towards client excellence.

Required qualifications, capabilities and skills

• Bachelor's Degree in Business, Science, Mathematics, Information Systems, Economics, or related disciplines.
• Minimum 5 years of work experience in implementation, servicing, technical support, or product roles, with client-facing experience.
• Proven capability of applying project management methodology to develop an implementation plan and execute in a dynamic client-facing environment.
• Demonstrate familiarity with technical standards used in the payments industry, such as ISO XML, API JSON, structural and delimited files.
• Ability to clearly communicate, partner, and influence - leading others to a common goal
• Track record of independent problem-solving within the technical and/or payments domain.
• Comfort in using technology such as Zoom, Teams, Outlook, and other collaboration tools to drive client discussions across time-zones.
• Possess a keen interest in evolving payments technologies and payment industry trends

Preferred qualifications, capabilities and skills:

• Minimum 2 years of project-related experience within Cash Management to deliver Host-to-Host, and/or Host-to-Host Online and/or API Implementations for Commercial Banking clients which utilize SWIFT, and/or ISO XML, and/or Bank file and message formats and which can include involvement with the client on scoping or solutioning aspects.
• Knowledge and experience with either (or both) ISO 20022 or EDI message formats used in the Cash Management / Treasury Services industry.
• Exceptional verbal and written communication skills, with the ability to present technical solutions to both technical and non-technical audiences.
• Passion for delivering a consistent, stellar client and partner experience.
• Experience with ERP and TMS integrations into payments and reporting systems.
• Ability to map and document progress of information systems and data workflows.
• Comfortable with using AI-technologies with an innovative mindset.

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.