JOB DESCRIPTION
CB Client Onboarding – Card Product Implementation Assoc
Role Summary:
The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of bank products and services for new and existing Commercial Bank clients including the training of our clients in their card management portal.
Job Responsibilities:
- Accountable for training clients on our Commercial Card internet platforms, mostly via ,phone/Zoom and potentially on site
- Accountable for delivering webinars with multiple clients and 1:1 training sessions with specific clients
- Responsible for managing training projects from creation through delivery with on-going check points to determine future needs
- Conduct demos for prospects and/or existing clients
- Develop new training initiatives for internal and external clients based on the goals and objectives of the Commercial Card organization
- Responsible for training Commercial Card clients on all product offerings including Commercial Card industry knowledge
Required Qualifications, Skills and Capabilities:
- Commercial Card knowledge/experience
- Knowledge of Smartdata and PaymentNet platforms is a plus
- At least 3 years’ experience in training clients
- BA/BS degree or relevant experience
- Superior interpersonal, oral and written communication skills
- Strong facilitation skills and ability to deliver programs and present to both large and small audiences
- Analytical thinking/decision making
- Strong, innovative problem solver
- Experience training internal and external customers
- Strong knowledge of adult learning theory and facilitation technique
- Client focused orientation: excellent client management/relationship management skills
- Resilience in a constantly changing environment: flexible & adaptable
- Excellent partnering skills yet can work independently
- Some travel may be required to occasionally work and consult with clients
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.*
ABOUT USJPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAMCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.