Banking Onboarding Associate - Cash Management & Treasury Services

Onboarding Associate

JPMorganChase is a leading global financial services firm, delivering innovative banking and treasury solutions to clients across more than 60 countries.

As an Onboarding Associate within the Global Banking Middle Office, you coordinate end-to-end Cash Management and Treasury Services product implementation activities in partnership with Implementation Consultants, International Onboarding Leads, and clients. You establish clear timelines, manage documentation requirements and cycle-time expectations, and ensure accurate review, validation, approval, and storage of account opening and product-related documents. You drive stakeholder engagement and strategic initiatives while identifying gaps, improving processes, and ensuring strong client satisfaction.

Job Responsibilities

• Coordinate all aspects of Cash Management and Treasury Services product implementation activities across internal teams and client stakeholders.
• Establish clear timelines, milestones, and documentation requirements to manage expectations and delivery outcomes.
• Review account opening and product-related documentation for completeness, accuracy, validation, approval, and storage readiness.
• Identify gaps, exceptions, and risks in processes and procedures, and recommend practical solutions.
• Lead stakeholder engagement with a strong focus on ownership, responsiveness, and client satisfaction.
• Drive strategic business initiatives and cross-functional execution to improve implementation effectiveness.
• Proactively apply sound judgment and structured problem-solving to resolve issues and manage delivery trade-offs.

Required qualifications, skills, and capabilities

• End-to-end banking/financial services experience, including Client Service, Back Office or Middle Office Operations, Client Onboarding, and KYC functions
• Exceptional verbal and written communication skills with clear, customer-centric business writing
• Demonstrated leadership, problem solving, time management, and ability to manage multiple priorities
• Proficiency in Microsoft Office / Microsoft Suite (e.g., Excel, PowerPoint, Word, Outlook)

Preferred qualifications, skills, and capabilities

• Knowledge of treasury products and financial services functions, including regulatory and compliance awareness
• Cash Management and Treasury Services product experience and knowledge
• Experience with process improvement, business controls, organizational change, and RPA tools/techniques
• Capability with reporting and collaboration tools including Tableau, QlikSense, and SharePoint

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.