Jobs at JPMorganChase

Owns the end-to-end documentation process for commercial bank account openings. Responsibilities include researching, drafting, validating, and managing client documentation; coordinating with bankers, sales, service, and Know Your Customer teams; explaining requirements to clients; resolving issues; managing competing priorities; and escalating risks or blockers. The role emphasizes client experience, attention to detail, controls, communication, organization, and timely onboarding delivery.

Lead organizational strategy and transformation initiatives for Client Onboarding & Service. Responsibilities include process improvement, data-driven analysis, AI integration, change management, executive communications, stakeholder advisory, business case development, roadmap creation, and project leadership. The role manages multiple workstreams and team members while driving organizational effectiveness, workforce transformation, operating model evolution, and measurable business outcomes.

Leads technical payment-platform implementations for merchants, including integration design, certification testing, data and network troubleshooting, client conversions, issue resolution, documentation, and stakeholder coordination. Acts as a technical consultant and subject matter expert across clients, integrators, resellers, vendors, and internal teams while identifying risks, improving processes, and mentoring analysts.

Supports senior team members and serves as a liaison for complex Commercial Bank clients. Manages client relationships, escalations, implementations, onboarding, renewals, RFPs, strategic reviews, and growth opportunities. Coordinates cross-functional teams across banking, treasury, service, implementation, KYC, risk, and operations. Addresses treasury product, setup, billing, and invoice issues while supporting retention, client satisfaction, and revenue expansion. Requires approximately 20% travel to visit clients and internal partners.

Manages commercial banking RFP intake, screening, risk assessment, exceptions, compliance reviews, and proposal coordination. Serves as liaison between sales teams and proposal managers, researches requirements, consults subject matter experts, ensures deadlines and SLAs are met, and provides strategic guidance for client-focused, compliant proposals. The role also communicates non-standard terms, secures approvals, and supports customized solutions for Treasury Services and Commercial Card clients.

Manage and grow a portfolio of Government and Not-for-Profit clients, provide tailored business banking and credit solutions (up to $40M), prospect and deepen relationships, leverage referral networks, and ensure regulatory and risk compliance.

Design and maintain Python-based analytics frameworks for KYC quality assurance testing, statistical sampling, validation, and workflow automation. Integrate data from internal systems and APIs, apply statistical and machine learning techniques, identify control gaps, and improve testing efficiency. Document methodologies, assumptions, controls, and limitations for audit and regulatory review. Partner with risk, compliance, operations, and quality assurance stakeholders while communicating analytical findings and methodology decisions clearly.

Manage end-to-end RFP responses for treasury, commercial card, and healthcare payment solutions. Write, edit, and proofread client-focused proposals, translate technical details for stakeholders, coordinate subject matter experts and graphics, and submit reusable content to a content management team. Support sales with consultative advice and research to drive strategic client growth.

Support Treasury Management Officers by preparing client proposals, performing cost/benefit and profitability analyses, creating pitchbooks and account plans, understanding clients' cash management needs, coordinating with product partners, managing pipeline, and ensuring accurate implementation, pricing, and billing.

Generate and grow treasury management business for middle-market clients by prospecting, retaining and expanding relationships; develop localized product and market strategies; collaborate with bankers and product/implementation teams; lead business process reviews; influence product development; deliver thought leadership; manage non-credit risk and profitability of assigned portfolio.

Lead product growth for Emerging Middle Market payments: analyze payment flows, gather market and VOC insights, build TAM and business cases, design solutions and pricing, and coordinate commercialization with sales and client solutions teams.

Sell and manage treasury management solutions for commercial clients. Prospect and grow revenue, retain and expand relationships, lead process reviews, partner with product and implementation teams, deliver thought leadership, and manage portfolio non-credit risk and profitability.

Lead relationship development and sales for mid-corporate clients with a national insurance focus. Drive new business, deepen client relationships, deliver integrated treasury and payments solutions, act as national insurance subsector champion, partner with internal product and marketing teams, manage proposals and RFPs, and ensure compliance and KYC alignment.

Sell and expand treasury management solutions to middle-market clients by prospecting, developing strategic client relationships, executing product strategies, leading business process reviews, coordinating with bankers and product teams, managing non-credit risk, and driving revenue and profitability.

Serve as the primary liaison for Commercial & Investment Bank clients, managing relationship health, escalations, implementations, onboarding, renewals, and cross-functional coordination to drive retention, growth, and client satisfaction.

Serve as liaison for complex commercial and investment bank clients, managing relationship retention and growth, coordinating implementations, resolving escalations, supporting onboarding/KYC, facilitating RFPs and sales pitches, and partnering across banking, operations, risk, and product teams to ensure high client satisfaction.

Support Treasury Management Officers by preparing client proposals, conducting cost/benefit and profitability analyses, creating pitchbooks and account plans, coordinating product partners, managing sales pipeline, and ensuring timely implementation, pricing, and billing to drive portfolio growth.

Lead and execute client onboarding initiatives for Chase banking platform, manage project delivery, resolve complex issues, ensure compliance, foster collaboration, and drive continuous improvement in operating platforms.

Lead and execute client onboarding initiatives for treasury and banking products, managing projects, resolving complex issues, ensuring compliance, driving continuous improvement, and fostering collaboration with clients and internal teams.

Provide comprehensive financial planning and goals-based advice to individuals and families; build and maintain client relationships; acquire new clients; deliver personalized investment and insurance solutions; coordinate Chase partner referrals; educate clients on digital tools; and maintain required FINRA and insurance licenses.