Global Corporate Banking Client Transition Manager

Lead and manage large-scale Treasury Services Implementations end to end for new and existing clients within the Commercial Bank.

Client Transition is a specialized implementation team focused on the client and helps the sales team from the beginning solutioning phase all the way to coordinating the transitioning, training, and production validation.

As a Client Transition Manager within the Global Corporate Bank, you are responsible for driving and coordinating all aspects of complex treasury and banking services to ensure a best-in-class implementation experience is provided to clients in the Commercial Bank.

Client Transition is a specialized implementation team that is provided to clients as an extra implementation resource and thought of as an extension of the client's staff.

This team assists with up-front solutioning of domestic and international new business to document and provide a solidified project scope.

The team is responsible for developing a playbook post mandate with product specific templates to assist the client in transitioning their business to J.P.

Morgan.

During implementation, the team is responsible for having consultative conversations with client business and technical resources to provide best practices around gaining efficiencies in their banking services.

The transition manager will facilitate work within and train client resources on the bank's online banking platform to ensure the client is ready to transact.

Job Responsibilities


* Own the product implementation and training experience for your assigned clients


* Facilitate training sessions with clients via zoom, phone, and in-person on migrating online users, templates, and fraud prevention services


* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management


* Manage client and partner expectations and understanding throughout the implementation process


* Exhibit ownership of implementations experience and own client satisfaction results



* Work with partners in Operations and Product Management to streamline processes


* Identify instances of business risk and show ownership of issues when they arise


* Document the scope of work into an implementation request to engage our onboarding and operation teams to set up the suite of products and services


* Use Microsoft Office tools to document meeting agendas and minutes and project plans.

Use of workflow tool for status updates and document repository


* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary


* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required qualifications, capabilities, and skills


* Comprehensive knowledge of Treasury Products and Services


* An appreciation for being a 'keeper of our brand' with 6+ years of applicable experience...