Role Summary:

The Client Transition Team works directly with clients to seamlessly implement new products and create a competitive advantage for the organization. The team is charged to work with client coverage team to establish a platform for consultative discussions and execute complex Treasury solutions that support the client's business goals while growing and retaining revenue for the bank.

As the lead you will set the tone and develop governance/procedures for the team to engage directly with clients. You will be a player/coach you will be expected to lead some of the more complex client relationships and assign projects to the rest of the team.

Job Responsibilities:

The CBCO is seeking a driven, proactive, and intellectually curious individual to partner with clients and senior leaders implementing financial solutions to complement the business strategy of Commercial Banking clients. This role will lead the Client Transition team and will require internal interaction at all levels of the organization.

• Ensure team operates effectively by adhering to implementation methodology and policies
• Manage client and partner expectations and understanding
• Exhibit ownership of the transition experience and client satisfaction
• Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Foster a culture of teamwork with partners and within the Implementation team
• Develop, scope and execute on internal initiatives as assigned
• Work with partners in Operations and Product Management to streamline processes
• Utilize management reports and metrics to ensure success in meeting the team's objectives
• Oversee employee team adherence to policy and procedures
• Manage issue reporting; risks, dependencies, and planning gaps to resolve issues
• Think and act strategically by defining and driving the direction of the business
• Drive results by demonstrating a consistent track record factoring in adverse/risk control issues
• Innovate by staying abreast of trends and best practices and factors into approach
• Demonstrate values by promoting an inclusive work environment

Required qualifications, skills and capabilities:

• Undergraduate degree required
• Demonstrate excellent executive skill set; strategic thinking, negotiation skills, verbal and written communication, time management, organizational, and influencing skills
• Demonstrate success as a leader within a complex matrix environment: influential partner who can lead and mobilize internal and client technology functions
• Demonstrate strong oral and written presentation skills and ability to present to large groups and executive management
• Ability to work independently and with all levels of the organization to facilitate the negotiation of critical technology matters on behalf of the client relationship team
• Excellent verbal and written communications skills
• Strong presentation and negotiating skills
• Experience in risk awareness and skills to develop and ensure quality program set ups
• Convey a professional, knowledgeable and confident demeanor over the phone
• Proven team leadership and experience in coaching or mentoring other employees
• Demonstrated ability to work in a team environment with the ability to manage conflict and mobilize internal resources

Preferred qualifications, skills and capabilities:

• 10 + years in a client facing consultative environment
• MBA or advanced degree

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

• Some travel may be required to support various clients and coverage team

*Final Job Grade and officer title will be determined at time of offer, and may differ from this posting.*

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Irvine, CA - $150,000.00 / year - $225,000.00 / year