Commercial Bank Client Onboarding

61% say women are treated fairly and equally to men

77% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

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. Your work will be crucial in advocating for the voice-of-the-client and advising optimal ways of integrating payments systems. Together, we will empower success and foster innovation in the financial services industry.

Job responsibilities:

Serve as primary point of contact for technical onboarding and implementation contact responsible for a successful end-to-end client experience and satisfaction during Regional and/or Global Treasury Services implementations with Commercial Banking clients

Act as client advocate by conceptualizing Account Payable/Account Receivable and treasury practices, be involved with the client on crafting business requirements and propose options for scoping and solutioning against the bank's product offerings

Provide consultative advice regarding the technical aspects of treasury solutions to include supporting sales partners and the sales process with early engagement efforts, client presentations over web conferencing

Deliver Host-to-Host, and/or Access Online and/or API Implementations for Commercial Banking clients which utilize SWIFT, and/or ISO XML, and/or Bank file and message formats

Manage client and internal partner expectations with client centricity in mind by establishing realistic timelines, deliverables and dependencies with the goal to achieve deal pipeline discipline and client excellence

Use project management tools to drive the successful project outcomes, communicate status updates and document project scope, testing and systems setup etc. to meet quality assurance or quality control standards and in compliance with regulatory requirements

Be responsible for multi-entity, multi-jurisdiction client technical onboardings and product & service implementations

Empower for escalations when support is needed to remove obstacles to success

Be able to identify gaps in the client onboarding journey where we can do better, suggest options for a solution, and execute continuous improvement

Required qualifications, capabilities, and skills:

Bachelor's Degree in Business, Science, Mathematic, Information Systems, Economics, or related disciplines

At least 10 years of work experience in implementation, and/or technical support, and/or product roles, with client facing experience

Proven capability of applying project management methodology to develop an implementation plan and execute in a fast paced, dynamic client facing environment

Demonstrate strong ownership instincts of projects, initiatives, issues, or problems

Demonstrate familiarity working with technical standards used in the payments industry such as ISO XML, API JSON, structural and delimited files

Technical client consulting experience as a business analyst on systems integrations and API

Track record of independent problem solving within the technical and payments domain

Comfort in using technology such as Zoom, Teams, Outlook and other collaboration tools to drive client discussions

Possess a keen interest in evolving payments technologies and project management methodologies

Able to embrace change and take an active role pilot process enhancements and new products

Preferred qualifications, capabilities, and skills:

At least 5 years of project-related experience within Cash Management in piloting process enhancements, and/or new products, and/or team initiatives would be preferred

Prior experience within the Financial Services industry supporting China, Hong Kong, and/or Taiwan markets will be an advantage

Fluency in Mandarin will be an advantage to communicate with clients in the Greater China region
Knowledge and experience with either (or both) ISO 20022 or EDI message formats used in the Cash Management or Treasury Services industry

Strong understanding of Information Systems networking and security protocols

Ability to map and document progress of information systems and data workflows

Comfortable with using Artificial Intelligence technologies with an innovative mindset

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.

61% say women are treated fairly and equally to men

77% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.