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CB Client Onboarding - International Onboarding Specialist
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 world's 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 (CB) 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 CB 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 Onboarding (CBCO) is responsible for driving and coordinating all aspects of client onboarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfilment of AML/KYC requirements.
The CBCO organization is seeking a highly motivated individual who capable of handling a high level of complexity in a client facing environment. The International Onboarding Specialist (IOS) 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 IOS 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.
Client facing, single point of contact responsible for the end to end client experience and satisfaction during the international onboarding process, for global and complex requests
Responsible for multi-entity, multi-jurisdiction client onboardings and product & service implementations
Collaboration with the client and coverage team to develop and execute an implementation plan, establishing clear expectations and providing transparency of timelines using project management principles and practices
Manage and coordinate client and internal partner communication and status updates
Support Sales partners and the sales process with RFP responses, client presentations and in person client visits
Utilize creative problem solving and solid decision making abilities
Adherence to policy and procedures, and international and domestic regulatory requirements
Manage onboarding activities via phone, telepresence, email and in person with external clients and internal business partners
Own and drive identification, transparency, escalation, and resolution of risks and issues to closure
Liaise with local Compliance, Legal, and Product where required
Provide Subject Matter Expertise for international regulatory requirements, products & services, documentation and Regional/Country KYC requirements
Collaborate on strategic business initiatives as a Subject Matter Expert or Project Manager
6 Years or more relevant business experience, including client facing roles
Proven capability of applying project management methodology to develop an implementation plan and execute deliverables
Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner
Strong organizational skills both personally and across the working team to meet deadlines in a fast paced environment (time management and attention to detail)
Strong interactive personal and communication skills and ability to influence others for positive results
Excellent English written & verbal communication ability
Experienced problem solver and critical thinker
Ability to take ownership, manage through conflict and mobilize internal resources
Adaptable to a changing, dynamic work environment
Experience with international KYC/regulatory requirements
Global Cash Management
Foreign language skills (written & spoken) Spanish, Portuguese, Chinese or Japanese
International work experience
Industry certifications (CAMs, PMP, CTP)
*Some travel may be required (less than 25%) to support various clients and coverage team