Job: CB Client On-boarding- International Onboarding - Associate -Dallas or Chicago

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Job Description

CB Client On-boarding- International Onboarding 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 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 On-boarding (CBCO) is responsible for driving and coordinating all aspects of client on-boarding experience, which includes account opening, set-up of cash management products and services along with supporting client coverage teams in the fulfillment of AML/KYC requirements.  
The CBCO organization is seeking a very motivated individual who is able to handle a high level of complexity in a client facing environment. The International Onboarding Lead (IOL) 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 CB and the initial onboarding experience sets the tone. The IOL 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.
Core Responsibilities:
  • Support senior IOLs on client proposals, project charters, project plans, and/or cross regional on-boarding requests
  • Individually lead international product implementation and account opening requests
  • Single point of contact responsible for the end to end client experience and satisfaction during the international onboarding process
  • Ability to develop an implementation plan and execute the deliverables establishing clear expectations and understanding of timelines using project management principles and practices
  • Effectively manage client and partner relationships & expectations via strong interpersonal skills
  • Demonstrated understanding of AML/KYC regulations & requirements and the Implementation process
  • Own & drive transparency, identification and escalation of risk & issues to closure
  • Demonstrate creative problem solving and solid decision making
  • Provide subject matter expertise for international regulatory requirements, products, documentation and services
  • Responsible for informational (translation requests/doc purchasing) adhoc inquiries
  • Manage onboarding activities via phone, telepresence and email with external clients and internal business partners


Required Qualifications: 
  • 4 Years or more relevant business experience, including client facing &/or business support roles
  • BA/BS Degree
  • Ability to soundly execute quantitative and qualitative analysis and draw salient conclusions
  • Strong organizational skills both personally and across 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 and verbal communication ability, especially via phone and e-mail channels
  • Strong client focus and the ability to partner with various internal groups and client coverage
  • Adaptable to a changing, dynamic work environment
  • Proven ability to successfully manage conflict
  • Demonstrated ability to apply project management methodology and execute the deliverables

Preferred Qualifications: 

  • Experience with international KYC & regulatory requirements
  • Industry certifications (CAMs, CTP, PMP)
  • Global Cash Management experience
  • International work experience
  • Foreign language skills (written and spoken) Asian, Spanish, Portuguese, European
  • Direct client facing experience and excellent presentation skills
  • Independent, self-motivated with an ability to adapt and be flexible in a team environment

Location: Dallas or Chicago