Global Corporate Banking Client Transition Manager

Global Corporate Banking Client Transition Manager (VP)

Are you ready to make a meaningful impact in the world of finance? At JP Morgan Chase, we offer you the opportunity to lead and manage treasury product implementations for our global clients. As a key player in our dynamic team, you'll drive innovation, build strong relationships, and create seamless onboarding experiences. With endless growth opportunities, you'll be part of a diverse and inclusive environment that encourages continuous improvement and transformation. Join us and be at the forefront of delivering exceptional client experiences.

The Client Transition Team is responsible for driving and coordinating all aspects of complex treasury and banking services to ensure a best-in-class implementation experience is provided to clients in the Global Corporate Bank. Client Transition is a specialized implementation team that is provided to clients as an extra implementation resource and thought of as an extension of the client’s staff. 

As a Client Transition Manager Vice President within the Global Client Banking team, you will lead the charge in delivering exceptional onboarding experiences for new and existing clients transitioning to the Chase banking platform. You will leverage your expertise in risk management, strategic planning, and stakeholder management to navigate complex issues and make impactful decisions. Your role is pivotal in shaping our operations and financial management, fostering an inclusive environment that encourages innovation and continuous improvement.

 

Job Responsibilities 

• Lead the implementation process of treasury products for clients transitioning to the Chase banking platform
• Utilize risk management skills to identify potential risks and implement mitigation strategies
• Define the direction of the onboarding process through strategic planning
• Analyze complex issues and make informed decisions that align with operational goals
• Build productive relationships with clients, cross-functional teams, and stakeholders
• Develop and execute strategic plans for the onboarding program
• Manage conflicts and facilitate discussions to create optimal solutions
• Establish and maintain productive relationships with stakeholders and clients
• Represent the firm to client contacts, ensuring a successful end-to-end client experience
• Offer automated solutions to clients for managing payables, receivables, and fraud prevention
• Document and track the transition of bank accounts and treasury services

Required Qualifications, Capabilities, and Skills

• Minimum 7 years of experience in implementing treasury products or similar financial services
• Proven track record in risk management and implementing mitigation strategies
• Demonstrated ability in strategic planning and resource allocation
• Advanced proficiency in data and tech literacy, including interpreting models
• Advanced skills in stakeholder management and relationship building
• Comprehensive knowledge of Treasury Services
• Experience in coaching or mentoring employees
• Excellent verbal, written, interpersonal, and organizational skills
• Strong presentation and negotiating skills
• Strategic thinker with the ability to manage conflict

Preferred Qualifications, Capabilities, and Skills

• Prior project management or senior project management experience
• Experience with implementing and training clients on treasury management services
• Experience working with cash management services for global organizations
• Strong background working with industry-standard file formats (NACHA, ISO XML, LOCKBOX, & BAI2)
• Ability to manage change initiatives and ensure smooth transitions
• Proficiency in cybersecurity measures to protect client data
• Anti-fraud awareness to safeguard the onboarding process

 

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 t