Transfer Onboarding Specialist
Current- Project manager role, transferring business clients from Chase Consumer Banking to JPMorgan’s Commercial Bank. Utilize extensive knowledge of multiple online platforms to guide clients through a seamless transition.
- Manage 20+ projects/clients at a time, through detailed organization and time management.
- Help train and mentor new hires and coworkers who are learning the JPMorgan Access online platform.
- One of a select few on our team that has expertise in multiple online platforms.
- Our team has been relied upon to assist in times of rapid change, such as bank acquisitions, to assist clients with immediate needs. This includes but is not limited to creating innovative solutions to transferring.
- Decipher clients data and needs to make appropriate recommendations which lead to a smooth transfer and client experience.