Job Description

Job Category: Onboarding
:
You are a strategic thinker passionate about driving solutions in treasury services and cash management. You have found the right team.
As an Incremental Implementation Treasury Services - Team Lead within our Incremental Implementations Team (IIT), you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities:

• Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process.
• Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client.
• Manage post-setup activities and support any required training or testing activities.
• Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete.
• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements. Verify that the product(s) or service(s) are set up and functioning correctly.
• Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients. Coordinate client communication with other Implementation Consultants.
• Work closely with internal teams, including Sales, Service, and Operations, to ensure a smooth and integrated setup process.
• Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner.
• Identify items which need Remediation & Amendments. Identify gaps/exceptions and recommend possible solutions. Identify issues as a result of onboarding missing something on the original request.
• Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations.
• Perform a client satisfaction call post setup and complete the warm transfer to Client Service.

Required qualifications, capabilities, and skills:

• Graduates with a minimum of 5 years of proven experience in a similar role within treasury services, cash management, or a related field.
• Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients.
• Strong project management skills, with the ability to juggle multiple requests simultaneously.
• Ability to independently manage conflict and mobilize internal resources to resolve issues.
• High attention to detail and a commitment to accuracy.
• Strong interpersonal and relationship-building skills.
• Ability to work under pressure and meet tight deadlines.
• A proactive and solution-oriented 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 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.