Summary
Overview
Work History
Education
Skills
Timeline
Generic

Regan Blaies

Dallas,TX

Summary

Results-driven implementation professional with over three years of experience managing complex, cross-functional initiatives at JPMorgan Chase. Proven success in leading client-facing projects, driving adoption of new financial products, and developing materials that strengthen client engagement. Skilled in combining strategic execution, project leadership, and communication to deliver data-informed outcomes. Thrives in fast-paced, collaborative environments that demand creativity, precision, and adaptability.

Overview

4
4
years of professional experience

Work History

Client Success Officer

JPMorgan Chase
Dallas, TX
01.2026 - Current
  • Led treasury review meetings with a portfolio of clients, identifying inefficiencies and recommending tailored solutions to optimize their treasury structure
  • Managed a portfolio of client relationships, serving as a primary point of contact to drive satisfaction, retention, and long-term growth
  • Proactively analyzed client accounts to identify trends and anticipate needs, delivering tailored solutions to improve overall client experience

Product Implementation Senior Associate

JPMorgan Chase
Dallas, TX
09.2024 - 01.2026
  • Led 20–50 complex client implementation projects simultaneously, overseeing an average of 400 deals annually to deliver new financial and digital product solutions.
  • Partnered with technical, sales, and service teams to drive product adoption among high-value, Commercial Real Estate clients.
  • Coached junior associates through one-on-one mentorship, refining implementation workflows, and strengthening team collaboration.
  • Implemented a new pilot product for the bank, successfully integrated it for the client, and trained team members to ensure scalable future projects.

Product Implementation Associate

JPMorgan Chase
Dallas, TX
08.2023 - 09.2024
  • Supported VP-led projects by producing detailed project plans, managing communications, and aligning cross-functional expectations.
  • Led a pilot program team responsible for analyzing client needs and implementing effective solutions to ensure a smooth transition of over 2,500 newly acquired clients to JPMorgan platforms during a merger.
  • Developed and delivered client training, product guides, and internal communications to support scalable onboarding.

Product Implementation Analyst

JPMorgan Chase
Dallas, TX
07.2022 - 08.2023
  • Authored a comprehensive 37-page implementation guide, adopted by global teams, to standardize processes and reduce onboarding time.
  • Ranked as the top performer on the team based on client satisfaction surveys, recognized by senior leadership for outstanding service and implementation excellence.
  • Independently managed and executed over 500 client requests annually, overseeing day-to-day product enhancements and account additions, to deliver seamless client experiences.

Education

Bachelor of Science - Finance, Marketing

Baylor University
Waco, TX

Skills

  • Project management
  • Client engagement
  • Data-driven decision-making
  • Stakeholder communication
  • Microsoft Suite and presentation design
  • Cross-functional collaboration
  • Team leadership and mentorship
  • Relationship building

Timeline

Client Success Officer

JPMorgan Chase
01.2026 - Current

Product Implementation Senior Associate

JPMorgan Chase
09.2024 - 01.2026

Product Implementation Associate

JPMorgan Chase
08.2023 - 09.2024

Product Implementation Analyst

JPMorgan Chase
07.2022 - 08.2023

Bachelor of Science - Finance, Marketing

Baylor University

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