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JPMorgan Client Implementation_Team Leader 
India, Karnataka, Bengaluru 
532184237

17.08.2024

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.