דרושים Payment Lifecycle Spec Iv - Billing Operations ב-גיי פי מורגן ב-United States, Tampa

Job Summary:

As a Trade Lifecycle Associate within our Securities Services Operation, you will be responsible for the end-to-end process of the trade lifecycle, ensuring timely processing and settlement of trades. You will investigate and resolve trade-related breaks in accordance with established work practices and procedures. Collaborate with various internal teams such as Middle Office, Pre-Matching, Cash Processing, Account Opening, and Asset Servicing to process transactions and resolve any exceptions in a timely manner. Perform root cause analysis for clients to increase Straight Through Processing (STP) and reduce client inquiries. Establish and maintain relationships with operations and middle office contacts at clients. Manage issues and exceptions above materiality thresholds for resolution, ensuring all day-to-day queries are dealt with within required SLAs and escalate issues to the team leader.

Job Responsibilities:

• Ensure timely processing and settlement of trades, investigate and resolve trade-related breaks.
• Collaborate with internal teams to process transactions and resolve exceptions promptly.
• Perform root cause analysis to increase STP and reduce client inquiries.
• Establish and maintain relationships with operations and middle office contacts at clients.
• Manage risk and issues exceptions above materiality thresholds for resolution.
• Ensure all day-to-day queries are dealt with within required SLAs and escalate issues as needed.

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree required.
• Knowledge of financial markets, trade lifecycle, and settlement practices.
• Excellent verbal and written communication skills, adept at communicating with all levels of the business and technical parts of the organization.
• Ability to operate effectively in a dynamic environment with tight deadlines and exhibit time management skills.
• Exposure to business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Job responsibilities

• Lead the modernization of technology platforms, making strategic trade-offs to align with business objectives
• Oversee the non-functional aspects of system scaling, performance optimization, and fault tolerance to ensure robust and reliable operations
• Develop and implement strategies for private and public Cloud solutioning, leveraging their value propositions to enhance our infrastructure
• Drive the modernization of distributed systems at scale, ensuring seamless integration and operation across diverse environments
• Optimize system operations to ensure efficient and reliable performance of existing systems
• Collaborate with cross-functional teams to align engineering efforts with business goals and deliver impactful solutions
• Mentor and develop engineering talent, fostering a culture of innovation and excellence

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years of applied experience
• Proven experience in modernizing technology platforms, with a focus on strategic trade-offs to enable business growth
• Strong expertise in non-functional aspects of scaling systems, including performance optimization, scalability, and fault tolerance
• In-depth understanding of private and public cloud solutions, including their architectures, benefits, and value propositions
• Demonstrated capabilities in modernizing distributed systems at scale, with a track record of successful implementations
• Excellent leadership and communication skills, with the ability to inspire and guide teams toward achieving ambitious goals
• Expertise in distributed database systems, including NoSQL and RDBMS

Preferred qualifications, capabilities, and skills

• Demonstrated ability to manage stakeholders effectively, ensuring alignment and communication across teams
• Inspire and motivate teams by leading by example and fostering a collaborative and inclusive work environment
• Develop and implement strategies to enhance team performance and engagement

As a Luxury Travel Designer within FROSCH, you will be responsible for crafting tailor-made travel experiences that exceed our members' expectations and ensure unforgettable journeys. These experiences will include booking air (private and commercial), accommodations (hotels, resorts, private residences and villas), private yachts, luxury cruises, transportation, meet and greet services, private tours, dining, entertainment (concerts, Broadway shows, etc.) as well as assisting with staffing (private chefs, babysitters and beauty related specialists).

Job Responsibilities

• Conduct comprehensive consultations with members to understand their travel preferences, interests, and expectations.
• Design bespoke travel itineraries and experiences tailored to each client's preferences, including flights, ground transportation, accommodations, dining, activities, and special requests.
• Demonstrate the capacity to effectively collaborate within a team-oriented atmosphere.
• Be prepared to serve as the primary point of contact for a select group of members, proactively engaging with them to cultivate strong, personalized relationships.
• Take on the responsibility of handling invoices and managing all financial elements of the trips, aiming for both transparency and efficiency in budgeting.
• Possess a thorough understanding of the lifestyles, expectations, and preferences of UHNWI, tailoring services to meet their sophisticated needs.
• Stay informed about luxury travel trends, destinations, and properties worldwide in order to provide expert recommendations and insider knowledge to clients.
• Provide white-glove service and support to clients throughout their travel journey, including pre-trip assistance, on-site concierge services, and post-travel follow-up.
• Anticipate and address any issues or concerns that may arise during travel, ensuring seamless and stress-free experiences.
• Leverage established partner relationships and vendor agreements to secure optimal availability, rates, and additional perks.
• Demonstrate clear and professional communication skills when interacting with clients and vendors, excelling in phone and email etiquette and delivering exceptional customer service.

Required Qualifications, Skills and Capabilities

• Minimum of 7 years of experience in luxury travel planning or related field, with a proven track record of serving high net worth clientele.
• Proficiency in a Global Distribution System (GDS) such as Sabre.
• Proficiency in MS Office Suite and other CRM technology (Monday.com), with the ability to adapt as needed.
• Possess extensive worldwide travel experience, enabling a deep, personal understanding of diverse cultures, destinations, and customs to deliver bespoke, culturally rich travel experiences that align with the unique lifestyles and preferences of our esteemed members.
• Strong communication, interpersonal, and relationship-building skills.
• Efficiently manage tasks, adhere to deadlines, and make informed decisions, maintaining clear communication even in high-pressure situations.
• Compiling and consolidating multiple pieces of information and creating a coherent and accurate client travel itinerary, utilizing the templates provided.
• Detail-oriented with the ability to multitask and prioritize in a fast-paced environment.
• Monitor an extremely busy email inbox, differentiate urgent requests, and respond, action or file messages as necessary. This includes filing and maintaining correspondence and other documentation in the appropriate client trip files.
• Assist in accurately keeping track of an extremely busy client travel calendar, to ensure timely booking and confirmations of arrangements.
• A readiness to be accessible to our clients beyond regular office hours.

As an Audit Manager - Commercial and Investment Bank Technology -you will beand

Job responsibilities

• Work closely with business and technology audit colleagues to ensure that key risks are identified and assessed in the program of audit coverage.
• Assist in all aspects of audits including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow up and verification of issue closure.
• Perform audit work in accordance with department and professional standards, and complete assignments in an efficient manner.
• Attention to detail to ensure accuracy and completeness of audit coverage.
• Write audit work papers and reports with minimal intervention by the Audit Director.
• Partner with colleagues, stakeholders and control community members to evaluate, test and report on the adequacy and effectiveness of management controls with appropriate recommendations for improvement. This may be delivered through specific audit reviews or through ongoing involvement in major activities or projects.

Required qualifications capabilities and skills

• Extensive internal or external technology or risk & controls work experience
• Solid understanding of internal control concepts with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner.
• Extensive knowledge of system development life cycle concepts with an ability to quickly learn a complex, distributed computing environment.
• Strong analytical skills, particularly in regard to assessing the probability and impact of an internal control weakness
• Excellent verbal and written communication skills. Also, good interpersonal skills with the ability to present complex and sensitive issues to senior management, and influence change.

Preferred qualifications capabilities and skills

• Degree and background in Technology
• Related professional certification such as CISA, CISSP, or CIA