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, H2H and SWIFT.
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 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.).
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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
Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales.
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.
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
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
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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.