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Financial Services
Lead complex treasury product implementations for global clients, managing onboarding, training, technical requirements, file mapping, stakeholder relationships, risks, project plans, and issue resolution. Partner with sales, operations, service, relationship management, and product teams to deliver effective client solutions. The role also involves translating client needs into technical specifications, improving operational processes, and identifying opportunities for AI and automation.
Financial Services
Own the post-sales experience for complex treasury and cash management client relationships. Coordinate onboarding, implementations, renewals, escalations, issue resolution, billing, due diligence, and cross-functional stakeholder alignment. Support strategic reviews, growth opportunities, RFPs, client meetings, migrations, and service improvements while preparing relationship materials and reporting. Partner with sales, coverage, product, implementation, operations, risk, and control teams to deliver consistent client outcomes.
Financial Services
Lead client onboarding implementations for treasury and banking products, guiding new and existing clients onto the Chase banking platform. Responsibilities include managing strategic initiatives, resolving complex issues, ensuring policy compliance, coordinating teams, managing conflicts, improving operating processes, and fostering client and stakeholder collaboration. The role also supports technology adoption, anti-fraud awareness, cybersecurity, workflow automation, and AI-enabled efficiency improvements.
Financial Services
Leads client solutioning and adoption of B2B payables and commercial card products. Partners with Sales to configure solutions, support pricing and pipeline planning, conduct executive-level presentations, develop RFP and ROI materials, and translate client needs into product feedback and new business opportunities.
Financial Services
Leads client onboarding implementations for treasury and banking products, transitioning clients to the Chase banking platform. Manages strategic initiatives, resolves complex issues, ensures policy compliance, coordinates teams, manages conflicts, and drives continuous improvement through innovation and design thinking. The role also supports client communication, cybersecurity, anti-fraud practices, digital literacy, and technology-enabled process improvements.
Financial Services
Leads change execution and operational readiness across a portfolio of strategic Payments initiatives. Establishes governance, tollgates, milestones, risk and dependency management, executive reporting, and stakeholder communications. Coordinates Product, Sales, Onboarding, Service, Marketing, Technology, Legal, Compliance, and Risk teams to deliver launches successfully. Improves execution frameworks, process efficiency, reporting transparency, and adoption while ensuring audit-ready documentation and appropriate controls.
Financial Services
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.
22 Days AgoSaved
Financial Services
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.
Financial Services
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.
25 Days AgoSaved
Financial Services
Originates, grows, and retains profitable commercial banking relationships in diversified industries including basic materials, chemicals, industrial technology, metals, and mining. Builds client relationships, advises on financial solutions, develops prospects, collaborates with internal banking and investment teams, and identifies opportunities across credit, treasury, syndicated finance, commercial card, and other services. Requires strong industry expertise, sales performance, business judgment, and partnership skills.
Financial Services
Generate and grow treasury management business for middle-market clients by prospecting, retaining relationships, positioning cash management solutions, and partnering with bankers and product teams. Lead client business process reviews, develop localized market strategies, provide thought leadership, influence product development, and manage non-credit risk and relationship profitability. Requires substantial cash management, sales, relationship management, negotiation, and treasury product expertise.
Financial Services
Lead client onboarding implementations for new and existing banking clients transitioning to the Chase platform. Manage strategic initiatives, resolve complex issues, ensure policy compliance, coordinate team activities, and improve onboarding processes through innovation and design thinking. Build client and stakeholder relationships, manage conflicts, communicate procedures, and support cybersecurity and anti-fraud practices. The role requires approximately 10% travel to clients and internal partners.
Financial Services
Leads treasury product implementations and client onboarding for new and existing clients transitioning to the Chase banking platform. Owns implementation planning, training, testing coordination, technical specifications, troubleshooting, timelines, dependencies, and stakeholder communication. Builds relationships across clients, sales, operations, service, relationship management, and product teams while driving continuous improvement, resolving issues, and maintaining policy and SLA compliance.
Financial Services
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.
Financial Services
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.
Financial Services
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.
Financial Services
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.
Financial Services
Develops and leads communication and engagement strategies for Chase Travel’s independent travel advisor community. Manages newsletters, town halls, leadership messaging, recognition programs, onboarding, networking, and community initiatives. Partners with leadership, operations, suppliers, and advisor-facing teams to improve participation, satisfaction, retention, and advisor experience. Tracks engagement metrics, analyzes feedback, establishes communication governance, and recommends improvements.
Financial Services
Coordinates group air travel programs from intake and setup through post-event follow-up. Serves as a liaison among clients, travel advisors, and internal teams; manages timelines, documentation, bookings, traveler activity, arrivals, departures, reports, quality control, and stakeholder updates. Requires three or more years of travel-industry experience, GDS or self-booking tool proficiency, Microsoft Office skills, strong communication, and multitasking abilities.
Financial Services
Manage end-to-end domestic and international corporate travel bookings using Sabre, including PNRs, ticketing, and exchanges. Resolve complex, time-sensitive travel issues, coordinate with vendors, and support independent travel advisors and clients. Maintain strong client relationships through clear communication, accuracy, organization, and high-quality service while handling high volumes of requests. Stay current on travel industry practices, regulations, products, destinations, and operating procedures.
