Job 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 Scoping documents 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 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
Provide support to team colleagues when requested; be a subject matter expert for products supported. Support roll-out of new or enhanced products and set-up of pilot clients
Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales. Identify and communicate process gaps and improvements opportunities; express willingness to own improvement initiatives; recognized by partners as a process expert with ability to drive improvements
Adhere to all JPMorgan Chase department policy and procedures
Required qualifications, capabilities and skills
Cash management and treasury services experience / experience with technical payment solutions such as Host to Host, APIs 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 in Spanish and also English.
Excellent analytical skills and attention to detail required. Effective issue resolution and escalation skills.
Excellent time management and prioritization skills in a high pressure, competing-priority work environment. 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). Excellent analytical skills and attention to detail required.
Effective issue resolution and escalation skills. Excellent time management and prioritization skills.
Able to work in a collaborative team environment and partner with colleagues. Willingness to learn and adaptable to change.
