Commercial Banking - Client Onboarding Associate jobs at Jpmorgan in Mexico

The Client Service Account Manager will ensure clients' needs and expectations are formally discussed and analyzed to maintain the agreed quality standards, managing efficiently incoming telephone calls, emails and paperwork relating to account maintenance.

Roles and Responsibilities:(include specific functions/tasks/performance objectives but not limited to)

• Provide the client with support/information regarding interest claims and billing enquiries.
• Act as escalation point for large money movements and escalated transactional enquiries.
• Liaise with Relationship, Product and Operations Managers regarding service issues.
• Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities.
• Identify opportunities for product development and enhancement, and process improvements.
• Eliminate exceptional and manual processes.
• Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates.
• Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct.
• Manage risk through close attention to client overdrafts, unpaid bills etc. and, escalate risk related issues to appropriate parties as required.
• Record client interactions in Navigator (e.g. calls, issues, proactive communications etc.).
• Participate in and support TS initiatives as needed.
• Build solid working relationships with customers and internal partners.
• Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes and technologies.
• Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role.

Education/ Experience

• Graduate of any Business course.
• Cash Management and Treasury Services experience/knowledge preferred.
• Client contact experience preferred.
• Fluent written and spoken in English and Spanish.

Functional Skills/ Knowledge

• Proven client service experience.
• Cash management/Treasury product knowledge preferred
• Keen attention to detail.
• Strong verbal, written, and interpersonal communication skills, with proven ability to negotiate.
• Ability to manage multiple tasks and prioritize effectively.
• Ability to work in a fast-paced environment.
• Ability to adapt to a changing environment including changes or adjustments to work schedule and overtime.
• Strong organizational and decision-making skills.
• Ability to work on multiple applications while working under minimal supervision.
• Exhibit ability to work effectively in a team environment.
• Excellent interpersonal skills.
• Demonstrates cultural sensitivity and awareness.

Technical/ Application Skills

• Proficient in various desktop and internet-based applications.
• Proficient in MS Office Tools: Outlook, Excel and Word.

• Lead project Strategic execution projects, ensuring working organization is in full alignment with project goals and objective, providing guidance, motivation, and support to project team organization.
• Take an active role on leading conversations, driving the strategic tasking and main requirements from key stakeholders and project participants.
• Collaborate with senior stakeholders and business leads to ensure the successful delivery of projects in full alignment with the bank's priorities and strategic objectives.
• Collect - analyze and report project data, including status updates, milestones completion and key performance indicators (KPI´s) from initiatives and projects.
• Prepare project status reports, executive summary’s, scorecards, and dashboards for senior management, highlighting risks, watch items, timelines and other metrics as stablished for project.
• Coordinate project meetings, workshops, and other related activities, including the preparation of agendas, meeting minutes, and action items.
• Communicate effectively across the organization through frequent verbal and written updates, taking an active part of the conversations, war rooms to trigger actions towards project main objectives accomplishment.
• Manage risks and issues for prompt resolution when and where applicable. Leverage from Counterparties, Management Team, and available resources for creative and effective resolution alternatives as mitigations and prevention strategies.
• Conduct and Ensure escalations are in place when required and in consistency with resolution seeking.
• Act as an agent of change – early adopter and promoter of such in the organization, driven either by market trends, client necessities or strategic decisions made, after being part of a living and always evolving organization.

• Interpersonal and influencing and negotiation skills, including the ability to work with colleagues at all levels in the organization.
• Results driven, strong analytical and end to end problem solving skills. Ability to make informed decisions quickly.
• Structure and build data driven quantitative and qualitative/conceptual analyses.
• Comfortable navigating in complex organization and projects working environment in hand by hand with Cross LOB stakeholders and a diverse group of interest.
• Ability to convey and articulate concise communication, with experience speaking to senior executives and end to end organization.
• Proactive mind set in the prevention – drive of challenging scenarios, suggest concrete actions to achieve progress and provide support towards roadblock removal.
• Ability to adapt to changing project requirements and surroundings environment, with the flexibility to handle unexpected challenges and fast-moving targets.

• + 7 years internal / external management consulting, working with a diverse nature of Business-related initiatives and projects with a high orientation to Strategic Business Transformation.
• Payments experience preferred; wholesale banking and B2B payments background is a plus.
• Outstanding ability to communicate effectively and confidently (oral and written)
• Problem solving skills; able to break down and structure problems.
• Project and process management skills.
• PMI – PMP certification and or Scrum Master certification is a plus.
• Open to an environment of active developmental feedback from peers
• Excellent command of MS Excel and PowerPoint; familiar with analytical and data visualization tools (e.g., Tableau, R, SAS, etc.)
• Monday, Jira and other agile tools for project scrum framework is a plus.
• Proficient in English, Portuguese is a plus.

As an Associate I within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.

Job responsibilities:

• Understand of all aspects of loan or deal administration functions (including all aspects of funding).
• Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements
• Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account service
• Create, maintain and update procedures for client specific deliverables
• Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
• Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
• Assist in testing and implementation of system enhancements as required

Required qualifications, capabilities, and skills:

• Bachelor’s degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations
• Excellent communication and relationship/partnership-building skills both with team members as well as other business partners
• Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities
• Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
• Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed.

Preferred qualifications, capabilities, and skills:

• Knowledge of LSTA/LMA standard documents, such as Trade Confirmations
• Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)
• Strong understand of accounting principles, specifically how bank debt transactions impact financial statements
• Bachelor’s degree, preferably Finance, Accounting, or Economics

The main purpose of this position is to provide assistance to customers in their day to day treasury operations and support the Client Service Account Managers (CSAMs) in the transactional requirements of their portfolio. As a Client Service Transactional Analyst, you will conduct research and analysis in order to respond to internal/external transactional clients inquiries and come up with solution to operational/ transactional inquiries, ensuring all client service related tasks are completed promptly with a high degree of quality and efficiency.

The Client Service Transaction Analyst ensures clients' needs and expectations are formally discussed and analyzed to maintain quality standards, managing efficiently incoming telephone calls, and emails.

Role Responsibilities

• Client Service team central point of resolution and escalation for service issues and to provide assistance in the day to day treasury operations
• Full ownership regarding problem solving and escalation, to ensure timely resolution
• Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
• Ability to analyze client behavior and trends to propose service efficiencies
• Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal/regulatory/cyber changes
• Direct relationships with clients and internal service providers, resolves issues, directs production and establishes and monitors client SLAs.
• Provide high-level guidance to the team and ensure that Client Satisfaction and SLAs are met or exceeded.

Qualifications:

• Minimum of 1 year of relevant industry and/or functional experience.
• Good understanding of core and intermediate Treasury Services product sets, systems and channels.
• Thorough understanding of financial exposure and operational risk related to transactions associated with bank products and services.
• Must be fully fluent in Spanish and English language, verbal and writing;
• Knowledge of MS Office package;
• Client-facing skills;
• Self-motivated;
• Ability to effectively partner with internal colleagues and external clients.
• Drive for innovation
• Strong Data Analytic skills.
• Strong time management skills in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments.
• Strong oral and written communication skills.
• Excellent problem solving, analytical skills and attention to detail.
• Good presentation skills

Job Summary

As an Executive Director within the RRP team, you will play an important role in developing the resolution plans for our bank holding company and our insured depository institution subsidiary. You will also act as the primary authority on US recovery & resolution (R&R) planning rule requirements and supervisory expectations, which will include offering strategic guidance, interpreting rules, and supporting the firm's advocacy efforts in relation to R&R planning. You will also lead a team tasked with maintaining the firm's R&R capabilities and contingent actions inventories and the associated testing and assurance frameworks, and the execution of central testing and assurance activities managed by the RRP team.

Job Responsibilities

• Maintain a deep level of expertise on rule requirements and supervisory expectations for US R&R planning
• Own the strategic direction for/lead the development of the resolution plans for our bank holding company and our insured depository institution subsidiary
• Work with the RRP team, corporate functions and Lines of Business (LoBs) to help drive delivery of the resolution plans for our bank holding company and our insured depository institution subsidiary in line with supervisory expectations
• Manage the ownership of key resolution planning documents such as the executive summary and public document within our bank holding company’s resolution plan
• Represent the Firm’s advocacy position R&R [and TLAC] related matters with policy makers and trade associations
• Manager the maintenance of the Firm’s recovery and resolution capabilities inventory and associated testing and assurance framework
• Own the maintenance of the Firm’s comprehensive list of contingent actions and associated testing and assurance framework
• Plan and execute central testing and assurance activities managed by the RRP
• Represent the Firm with supervisors in their reviews of the firm’s capital management framework and recovery and resolution plans

Required qualifications, capabilities and skills

• 10+ years of experience working with US regulations in the financial services sector
• Deep expertise in US Resolution and/or Recovery planning requirements
• Policy Advocacy with US Regulatory Agencies, or work experience in a US Regulatory Agency
• Experience with managing significant projects at a globally active financial institutions
• Team management experience

Preferred qualifications, capabilities and skills

• Broad expertise across the US prudential regulations