JPMorgan Client Implementation_Team Leader 

India, Karnataka, Bengaluru 

532184237

The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving

and coordinating all aspects of the setup for custom card and cash management services including

working with key internal partners to ensure a best in class experience for clients.

Core Responsibilities:

• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
• Exhibit ownership of on-boarding experience and client satisfaction
• Ownership of internal communication and status updates
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Diligent awareness of risks in our processes in a timely manner
• Ownership, escalation and resolution of risk issues when they occur in a timely manner
• Manage activities with internal clients and business partners
• Recording observations & escalate wherever necessary
• Identifying items which needs Remediation & Amendments.
• Identifying gaps/exceptions and recommending possible solutions.
• Reporting/MIS
• Project Management.

Required Qualifications:

• Excellent communication skills both written and verbal
• Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge
• Highly organized with ability to manage competing priorities
• Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
• College degree holder, preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
• Prior experience of client facing roles in institutional banking or dealing with institutional customers is required
• Demonstrated problem solving ability through interaction with internal and business partners
• Ability to independently manage conflict and mobilize internal resources to resolve issues
• Strong interpersonal and relationship building skills
• Excellent logical, analytical skills and attention to detail
• Aptitude to work with numbers and deadlines.
• Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
• Ability to grasp/learn new products/audits which are currently not in scope.
• Lead the implementation of treasury and cash management products for clients
• Coordinate with internal teams (Sales, Relationship Managers, Compliance, Operations) to ensure seamless integration
• Develop and manage project timelines, communicate status updates, and resolve issues
• Serve as the main point of contact for clients during the implementation phase
• Provide guidance on documentation requirements and review client submission
• Facilitate meetings with clients to understand their needs and align solutions accordingly.