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Commercial Real Estate Onboarding Associate
Commercial Real Estate Onboarding AssociateJPMorgan Chase & Co. • Charlotte, NC, United States
Commercial Real Estate Onboarding Associate

Commercial Real Estate Onboarding Associate

JPMorgan Chase & Co. • Charlotte, NC, United States
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Own our Client’s Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world.

As a Client Onboarding Associate within the Commercial Bank, you will lead a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.

Job Responsibilities

  • Own the product implementation and training experience for your assigned clients
  • Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
  • Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
  • Manage client and partner expectations and understanding throughout the implementation process
  • Exhibit ownership of implementations experience and own client satisfaction results
  • Work with partners in Operations and Product Management to streamline processes
  • Identify instances of business risk and show ownership of issues when they arise
  • Scope client requests and translate business requirements into detailed technical specifications for treasury services
  • Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
  • Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
  • Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required qualifications, capabilities and skills

  • An appreciation for being a ‘keeper of our brand’ with 1+ years of client facing work experience and a passion for delivering a consistent, stellar client and partner experience
  • General Treasury Product Knowledge
  • Ability to clearly communicate, partner and influence- leading others to a common goal
  • Experience in risk awareness and skills to develop and ensure quality program set ups
  • Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
  • Strategic thinking with the ability to manage conflict and adapt to change
  • Demonstrated team building skills and ability to work in a team environment
  • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
  • Preferred qualifications, capabilities and skills

  • Bachelor of Science or Business Administration Degree
  • Prior project management experience
  • PMP or other Project management Certifications
  • Ability to provide quantifiable management reporting
  • Passion for learning new operating models, technologies, and industry trends
  • Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
  • Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

    Some travel required (10%) to visit clients and internal partners.

    Please note this role is not eligible for employer immigration sponsorship.

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    Commercial Real Estate Associate • Charlotte, NC, United States

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