APAC Implementation Analyst, Treasury Services recruitment
JPMorgan Treasury Securities Services (TSS) provides a wide range of transaction, investment and information services that support the needs of small businesses, middle market companies, large corporations, governments, municipalities, financial institutions and institutional investors. Trillions of dollars in cash and securities flow around the world daily as these clients conduct business, and JPMorgan Chase is a key facilitator of that monetary flow through TSS' two divisions: Treasury Services (TS) and Worldwide Securities Services (WSS).
JPMorgan Treasury Services' products include innovative payment, collection, liquidity management, trade finance, commercial card and paperless solutions. On a daily basis, JPMorgan processes as much as $5.05 trillion in US Dollar Wire transfers daily - more than $58 million per second. We also hold over 4,000 correspondent banking relationships worldwide. With more than 100,000 clients, 15,000 employees, and services in over 60 countries, we are one of the world's largest providers of treasury management services.
The Implementation team is responsible for the end-to-end client on-boarding process once the mandate has been received. The team has ownership for the overall project, which includes, but is not limited to, scoping, documentation, setups, testing and post-implementation activities. Our mission is to differentiate our client service from other competitors by providing a seamless implementation and value added experience to our clients. We also aim to help grow and defend our revenue with existing clients by developing excellent relationships with them through our proactive services and efficient client implementation process.
Key Responsibilities
The APAC Implementation Analyst will be responsible for the management of new and incremental business for Local and Regional cash management implementations. The main objective of this role is to ensure overall success of projects through the close co-ordination of the supporting deal team(s), whilst building and maintaining close working relationships with business partners in Sales, Product, Operations, Technology and Client Service.
The Implementation Analyst provides a consultative level of support to clients through the project life cycle and partners closely with them to ensure the successful delivery and execution of their requirements.
The ability to work independently in navigating across JP Morgan as well as the client organization is of the utmost importance. Regular and consistent client interaction is required and close partnership with internal business partners is critical to success.
Specific duties include:
Transforming the Client Experience
- Responsibility for the implementation of products and services for new and incremental business ensuring a seamless end-to-end process and best-in-class experience. Onboard clients efficiently and effectively in line with a consultative approach.
- Ensure team participation in the client surveys. Work with regional team to implement and monitor action plans for any areas that require improvement to help transform the client experience.
- Highlight any required changes to policies and procedures that have arisen during the on-boarding process to best suit the client experience, banks needs and local regulatory requirements.
- Provide consultative support to clients throughout the implementation process and provide guidance with respect to the associated set-up tasks. Ensure internal partners are made aware of required involvement in the on-boarding process in a timely fashion. Provide leadership in the transition to both the clients and other internal departments during the transition phase. Hand-hold the client during and after the transition process. Coordinate any training.
- Provide guidance and expertise to the client around completion of supporting product documentation.
Improving Platform and Driving Efficiency
- Where required participate in the end-to-end sales, service and fulfillment processes to maximize the opportunity of deal-won and expedite time to revenue.
- Ensure accurate, timely and relevant metrics reporting.
- Ensure all deals managed are accurately recorded in TSDM and ensure target dates are reviewed and updated in a timely basis.
- Communicate with business partners regarding deal activity and identify, escalate and resolve risks and/or opportunities regionally and in-country (to functional manager). Own the escalation process through regular tracking and follow-up of any risk areas.
- Apply agreed implementation procedures and methodology to complete setups of products and services.
Strengthening Risk and Control Environment
- Ensure proper escalation procedures are followed.
- Participate in resolution of operational, technology and/or product servicing issues of a sensitive/high risk nature for major clients managed by team. Escalate to in-country or regional team lead as required.
- Ensure compliance with audit and risk policies and procedures.
People
- Provide knowledge and experience sharing with teammates.
- Provide coverage during teammate absence.
Skills
- Diploma or University degree.
- 3 - 5 years of working experience in bank account opening and documentation.
- Direct client service experience in banking industry.
- Cash management and treasury services experience/knowledge preferred.
- Detail oriented and methodical.
- Time management and organizational skills.
- Strong teamwork and partnership.
- Strong and effective communication (verbal and written) and presentation skills.
- Demonstrable self-motivation, initiation and strong customer focus.
- Ability to work independently.
- Experience in Microsoft Word, Excel, Power Point.
- English, Cantonese, Mandarin speaking, and English and Chinese reading.