Teams at JPMorganChase

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.

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.

Own end-to-end relationships with complex Commercial and Investment Bank clients. Partner across banking, sales, treasury, implementation, service, and KYC to manage onboarding, implementations, escalations, product discussions, strategic reviews, and growth opportunities. Coordinate cross-functional projects, present data-driven relationship reviews and RFP responses, resolve issues, manage competing priorities, and improve client service delivery through technology, process improvement, and consultative partnership.