Client Technical Onboarding
6 hours ago
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.
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