Comprehends the business objectives and deal structure for new Project Finance Account Bank mandates, proactively identifying deliverables and potential challenges.
Engages with clients in a proactive and professional manner, ensuring the highest level of responsiveness and client service
Ensures that deal information is accurately set up across all operating systems, with contractual obligations clearly denoted, including client access to electronic banking if required.
Guarantees the accurate and proper implementation of the account structure
Serves as the primary point of contact for the client base in the United States and Latin America, delivering exceptional customer service by promptly responding to client requests, offering solutions to client needs, and cultivating meaningful client relationships
Collaborates with sales organizations to facilitate the retention of client relationships
Provides support to sales organizations on new business prospects as required
Ensures that payments, administration, and risk aspects of the project finance-related account portfolio are managed in accordance with contractual requirements and J.P. Morgan's policies and procedures
Identifies opportunities to involve clients in key business initiatives
Required qualifications, capabilities, and skills
Bachelor's Degree
Proven experience at the Vice President level in a similar role within the financial services sector, specifically supporting project finance, infrastructure, and energy transactions in a banking or corporate trust environment
Expertise in account bank, agency, escrow, trust, or similar contracts, coupled with strong leadership abilities; adept at reviewing and comprehending financial models, budgets, and other project-related documentation
Exceptional customer service skills
Valued experience in sales
Highly motivated and ambitious team player
Strong verbal and written communication skills
Demonstrated experience in independent decision-making
Excellent organizational skills
Proficiency in PC skills, including Microsoft Word and Excel