This role involves consulting with clients on treasury solutions, managing multiple implementation projects, conducting scoping meetings, and ensuring client requirements are met.
Job Description
. The ability to be nimble, adapt quickly, and influence partners will be of paramount importance.
In this role you will work closely with clients, Sales, Product, Operations, and Client Service to enhance global client satisfaction through the delivery of treasury solutions using robust tools and proven methodology, expert consultation, and client advocacy. This candidate will also serve as a mentor to other team members and act as an escalation point. The team supports products such as API, ACH, Check Print, ARP, Image Cash Letter, SWIFT, Billing Transmissions, and eLockbox.
We are seeking an innovative, passionate, and proactive partner to deliver a seamless end to end client experience. The candidate must be able to consult with clients to understand their technical and business needs throughout the implementations process, then coordinate multi-disciplinary internal and client teams to deliver in an on-time, efficient manner. The candidate must also be able to present the status of an implementation to senior stakeholders, both internally and externally. The individual will manage multiple complex deals/projects concurrently that may have competing priorities, resources, and timelines - and must be able to support broader program management of large clients as well as internal key initiatives. This includes providing consultation to clients on product capabilities, method of payment/currency requirements, gathering and documenting requirements, and analysis and expertise with various formats (JSON, SWIFT MT, ISO XML, NACHA, EDI X12, flat files, etc.).
Ultimately this role is responsible for ensuring client business requirements are translated properly and satisfied throughout the implementation of payment solutions and delivery against the mandated agreements. The candidate will be responsible for solutioning, early engagement activity, participating in finalist presentations, reviewing implementation requirements with clients pre-mandate, and supporting the roll-out of new products in the Wholesale Payments space.
Responsibilities
Qualifications
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
. The ability to be nimble, adapt quickly, and influence partners will be of paramount importance.
In this role you will work closely with clients, Sales, Product, Operations, and Client Service to enhance global client satisfaction through the delivery of treasury solutions using robust tools and proven methodology, expert consultation, and client advocacy. This candidate will also serve as a mentor to other team members and act as an escalation point. The team supports products such as API, ACH, Check Print, ARP, Image Cash Letter, SWIFT, Billing Transmissions, and eLockbox.
We are seeking an innovative, passionate, and proactive partner to deliver a seamless end to end client experience. The candidate must be able to consult with clients to understand their technical and business needs throughout the implementations process, then coordinate multi-disciplinary internal and client teams to deliver in an on-time, efficient manner. The candidate must also be able to present the status of an implementation to senior stakeholders, both internally and externally. The individual will manage multiple complex deals/projects concurrently that may have competing priorities, resources, and timelines - and must be able to support broader program management of large clients as well as internal key initiatives. This includes providing consultation to clients on product capabilities, method of payment/currency requirements, gathering and documenting requirements, and analysis and expertise with various formats (JSON, SWIFT MT, ISO XML, NACHA, EDI X12, flat files, etc.).
Ultimately this role is responsible for ensuring client business requirements are translated properly and satisfied throughout the implementation of payment solutions and delivery against the mandated agreements. The candidate will be responsible for solutioning, early engagement activity, participating in finalist presentations, reviewing implementation requirements with clients pre-mandate, and supporting the roll-out of new products in the Wholesale Payments space.
Responsibilities
- Conduct scoping meeting(s) with client to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as, the firm's capabilities
- Attend and lead client engagement including recurring project status meetings
- Prepare Project Charter and/or Statement of Work outlining product implementation options and timeline
- Use tracking tools and systems to document current status, issues, and risks for all active projects
- Establish test environments, validate file formats, execute testing, coordinate back office testing, track test results, and assist client with issue resolution
- When necessary, perform impromptu troubleshooting sessions with clients regarding failed testing scenarios
- Serve as an effective point of escalation on behalf of client
- Attend meetings and training as required to continue development and product knowledge
- Mentor team members supporting similar products/disciplines
- Provide support to team colleagues when requested; be a subject matter expert for products supported
- Support roll-out of new or enhanced products and set-up of pilot clients
- Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales.
- Identify and communicate process gaps and improvements opportunities; express willingness to own improvement initiatives; recognized by partners as a process expert with ability to drive improvements
- Adhere to all JPMorgan Chase department policy and procedures
Qualifications
- Cash management and treasury services experience / experience with technical payment solutions such as APIs and e-wallets and knowledge of payment connectivity / file formats preferred.
- Coding, developer or product development skills preferred.
- Seasoned project management and problem-solving skills required.
- Client-facing experience preferred.
- Excellent verbal and written business and technical communication skills to both clients and internal partners; ability to tailor messaging to relevant audiences.
- Excellent analytical skills and attention to detail required
- Effective issue resolution and escalation skills
- Excellent time management and prioritization skills in a high pressure, competing-priority work environment
- Able to work in a collaborative team environment and partner with colleagues
- Willingness to learn and adaptable to change
- Proficient in use of Microsoft products (Excel, Word, Project, PowerPoint)
- Excellent analytical skills and attention to detail required
- Effective issue resolution and escalation skills
- Excellent time management and prioritization skills
- Able to work in a collaborative team environment and partner with colleagues
- Willingness to learn and adaptable to change
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Ach
APIs
Edi X12
Flat Files
Iso Xml
JSON
Excel
Microsoft Powerpoint
Microsoft Project
Microsoft Word
Nacha
Swift Mt
Similar Jobs at JPMorganChase
Financial Services
The Market Sales Intern will support the Local Market Sales team in various capacities including financial reporting, client meetings, and market analysis while gaining professional training.
Top Skills:
ExcelPowerPointPython
Financial Services
Support proactive client engagement, manage cross-functional deals, develop solutions, and maintain strong client relationships in corporate sales.
Top Skills:
ExcelPowerPointPythonSQLWord
Financial Services
Responsible for onboarding and managing client KYC processes, supporting bankers, and ensuring compliance for Peruvian and Chilean markets.
Top Skills:
ExcelMS OfficePowerPoint
What you need to know about the Melbourne Tech Scene
Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.