JPMorgan Chase CB Client Onboarding - Project Associate - Dallas in Dallas, Texas

CB Client On-boarding – Project Associate – CMO – Associate

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.

Commercial Banking Client On-boarding (CBCO) group is responsible for driving and coordinating all aspects of the set up of Custom Card and Cash Management services, including working with key internal partners to ensure a best in class experience for our clients.

The Cash Management Onboarding (CMO) team plays an integral role by supporting wholesale clients in Business Banking, Private Bank and Dealer Services. CMO is seeking a highly motivated Project Associate to support the ongoing management activities in a fast paced environment. As a Project Associate, you will participate in the execution of strategies and implement tactics to drive results and meet the goals of CMO.

Core Responsibilities:

  • Development of EMRs and QBRs to provide market based information on volumes and rationale for changes in Metrics

  • Collect, reconcile and provide analytics on mandated deals for Onboarding and Sales metrics to produce trends

  • Prepare pipeline presentations for monthly sales calls

  • Lead and/or participate in business training initiatives to support the growth of the business

  • Provide support in Escalation monitoring with root cause analysis discipline to mitigate reoccurrences and monitor for ongoing success

  • Participate in Partners product related activities such as Stop sells and modification of specs that ensure conformance to business needs

  • Provide ongoing support of Quarterly Audits, SA modeling and maintenance is deal submission systems to reduce error reporting.

  • Provide continuous training for deal submitters through Implementation modules on National Sales calls to ensure high quality

  • Procedure tracking for CMO teams in the US and India to create clear and succinct delivery of information

  • Partner with Banking and Treasury Sales training initiatives that aligns with CMO goals

  • Development and maintenance of CMO Business Resiliency plans

  • Provide support for National Implementation Executive’s activities for CB DMO and Project Welcome Initiatives

Required Qualifications:

  • Bachelor Degree or equivalent work experience

  • Strong problem solving skills with proven accuracy, attention to detail and ability to identify issues and gather data to remediate

  • Proficiency with Microsoft Office Suites (Microsoft PowerPoint - PitchPro, Word and Excel)

  • Ability to manage priorities effectively and operate in a fast paced environment

  • Strong communications skills, both written and verbal, that conveys and adjust messages based on the audience

  • Minimum 3 years of work experience

Preferred Qualifications:

  • Advance degree in Project Management discipline

  • Experience working in Banking and Treasury Services

  • Experience building business presentations

  • Experience managing a work-stream of a project or program initiative

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.