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This position (Deal Negotiator/ Client Manager – DN /CM) reporting to the regional Team Leader is responsible for implementing new deals and managing the ongoing administration of a portfolio of escrow relationships. The Deal Negotiator /Client Manager works very closely with clients and partner areas to accomplish this.
These responsibilities include ensuring the following:
Agreement Negotiation:
- Negotiate new deals, working closely with client, their counsel, internal Legal and external law firm
- Negotiate agreement amendments or write notifications is part of the job description
- End-to-End impact analysis to ensure smooth delivery
Client Service:
- Provide first class client service by proactively anticipate client needs, responding quickly and accurately to client requests, offering solutions to client needs and developing and maintaining client relationships
- Well rounded knowledge of systems and policies and procedures
Ongoing Administration:
- Responding in a timely manner and with excellence to client requests, to account ticklers, payment requests and escrow claim notices
- Managing administration and risk aspects of account portfolio in addition to having all systems properly updated
- Managing accounts so that overdrafts, write-offs, uninvested cash, operating losses and business risk is avoided
- Ensuring that all account activities are in compliance with the relevant governing escrow agreement and JPMorgan policies and procedures including account documentation, callbacks, investments, account setup, account termination and claims process
Team Role:
- Collaborate with the team when there is high volume and provide backup during absences
- Develop and maintain strong relationships with JPMorgan partner areas, namely operations and legal teams
- Partner with Products and Sales to maximize new business opportunities with existing client base
- Participate in special projects as necessary including the timely and accurate completion of project related deliverables
Qualifications
- Bachelor's Degree in Law or Business
- + 5 years work experience in financial services, preferably in Escrow, Account Bank, Trust or Custody, mainly with structured deals
- Familiarity with legal agreements
- Team Player
- Exceptional interpersonal relationship skill
- Strong Verbal and Written Communication skills
- Excellent organizational skills/Attention to Detail
- Excellent PC skills including Word and Excel
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.JOB DESCRIPTION
This individual will be responsible for execute activities that promote a sustainable and disciplined end-to-end control environment for Payments in the region, monitor proper execution of processes to manage operational risk management, sanctions and compliance, while fostering a proactive risk and control culture. Will also support the business strategy execution, development and commercialization of controls products like Product Control, tokenization and Proactive screening.
Job Responsibilities:
- Support for the end-to-end payments regulatory project inventory process, including the determination of sufficient and proper action plans, to reduce financial loss, regulatory exposure, and reputational risk
- Liaise with various teams across the firm: 1LoD (Business, Operations, Technology), 2LoD (Legal, Compliance, Ops Risk), 3LoD (Audit), as well as regulators.
- Facilitate the execution of Products control priorities and strategy – promoting that control agenda is timely delivered, driving strategic control initiatives and business evolution
- Understand business drivers and facilitate strategic and tactical input provided by SMEs to make key business decisions, and ensure control execution for new business initiatives as required
- Chair Business Meetings/Forums, obtaining relevant information from stakeholders
- Develop effective presentations and materials (KPIs, KRIs) suitable for senior executives that help drive meaningful decisions
Required qualifications, capabilities, and skills:
- Language Proficiency in Portuguese and English, desirable in Spanish
- 4+ years of financial services experience in controls, audit, quality assurance, risk management, or compliance
- Ability to understand the business / knowledge of control framework (3LoD, COSO)
- Excellent time management with ability to deliver results on time, as well as demonstrated ability to manage simultaneous projects, interacting with cross-functional teams
- Thrives in dynamic and fast paced environment managing multiple concurrent initiatives with different delivery dates
- Demonstrated communication skills to work cross-organizationally to influence others, drive results/change, and implement projects/processes
- Problem solving / Analytical skills - solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions
Preferred qualifications, capabilities, and skills:
- Proficient in excel (Task automation using macros and VBA, Creating dynamic reports with PivotTables, Building formulas, Cell formatting, Managing large datasets with functions)
- Data analysis and exploration skills
- BA/BS in Management, Economics, Mathematics, Finance or a related discipline; MBA preferred
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.JOB DESCRIPTION
As a Senior Digital Service Designer on the CCB Digital Channels Team, you will focus on Service Design and Experience Strategy to create a better experience for Chase’s customers that enables best-in-class unified and relevant experiences so that the customer sees not just one JPMC, but their JPMC. As part of the complete service design lifecycle, you will work on an integrated team looking at the end-to-end experience for our customers. As a Digital Service Designer, you move seamlessly between service design and UX methodologies using human centered thinking to design and deploy experiences across customer types and brands.
Job Responsibilities
- Work to synthesize business strategy, analytics, and customer insights to define customer problems, audit existing journeys, and ultimately fuel future state experience strategy.
- Ideate and conceptualize service concepts aligned to strategies defined by product and research, collaborate with UX Design to develop concepts, and provide recommendations for implementation.
- Create strategic design deliverables such as strategy decks, customer journeys, visions of future experiences and evangelize these cross-product “blueprints” across teams.
- Collaborate with cross-functional teams in design workshops using human-centered and design thinking methodologies.
- Perform user/customer research in partnership with our Experience Research team.
- Advocate for the users’ perspective when collaborating with Product Managers and Engineers to plan roadmaps, gather requirements, and structure the work.
- Contribute to the creation of visions (“north stars”) that make strategy concrete.
- Advance Chase’s practice in craft capabilities, internally through mentorship and training, externally through writing and conference presentations
Required Qualifications, Capabilities and Skills
- Bachelor’s Degree in relevant design discipline (e.g., Service Design, HCI, User Experience Design), certification from credible bootcamp or similar accelerated learning program, or equivalent work experience
- Experience creating service blueprints, illustrated journey maps, concept designs, service experience prototypes, empathy maps, and value proposition proposals to communicate ideas and designs.
- Can contribute to planning and structuring the work and executing on expected levels of quality.
- Experience in the full product development lifecycles- including discovery, concepting, opportunity definition, vision creation, and service pilot design.
- Deep experience in Service Design + Interaction Design, and strength in the visual craft or strategic storytelling frameworks + diagramming. Intermediate proficiency in adjacent skills such as User Research, UX Writing, and Prototyping
- Strong facilitation skills and experience employing a variety of methods and techniques to run complex design-led workshops.
- Has experience in synthesizing business thinking into user-centered design opportunities.
Preferred Qualifications, Capabilities and Skills
- Experience working in omnichannel service design delivery and experimentation.
- Illustration or storyboarding skills
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
