Client Technical Onboarding Senior Associate, Global Corporate Banking
7 days ago
As a Client Technical Onboarding Senior Associate within Global Corporate Banking team, you will lead the client through the technical process of setting up and/or testing of inbound or outbound files and will also partner closely with other internal teams such as Product, Connectivity, Operations, and Technology to provide clients with a high quality implementation experience. In this role, you will handle multiple deals/projects concurrently that may have competing priorities, resources, and timelines.
Job responsibilities:
- Provide guidance to clients on product capabilities, gathering and documenting requirements, analysis and expertise with various file formats (JSON, ISO XML, NACHA, EDI X12, flat files, etc.), coordinating testing with back offices, explaining test results to clients, requesting production migration, assisting with production verification, and handover to Service/Production Support.
- Conduct scoping meeting(s) with the 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
- Prepare Statement of Work outlining product implementation options and timeline
- Establish test environments, validate file formats, execute file testing, coordinate back office testing, track test results, and assist client with issue resolution
- Serve as an effective point of escalation on behalf of client
- Support client during production migration and production verification; coordinate with production teams to ensure all components are successfully migrated, and provide timely status updates to the client and project team
- Provide support to colleagues when requested; become a subject matter expert for products supported
- Attend pre-implementation calls with clients, Project Managers and Sales as needed
- Identify and communicate process gaps and improvement opportunities; express willingness to own improvement initiatives
- Adhere to all JPMorgan Chase department policy and procedures
- Support center on regression test support and low complexity projects, with growth opportunities for higher complexity products/format projects based on incumbent's experience and training.
Required qualifications, capabilities and skills:
- Relevant banking/treasury, technology, and/or project management skills required
- Experience implementing complex solutions – SWIFT FIN, SWIFTNet FileAct, Host to Host, SFTP, FTPS,AS2, API, JSON, Open Banking, ISO 20022 XML, EDI
- Expertise in handling various file payment file formats, including JSON, ISO XML, NACHA, EDI X12, flat files, and others, is required
- Expertise in market leading ERP and TMS applications
- Strong client servicing skills; client-facing experience required
- Excellent verbal and written communication skills to both clients and internal partners
- Must be able to handle a high volume of tasks and effectively prioritize them
- Excellent analytical skills and attention to detail required
- Effective issue resolution and escalation skills; must be able to recognize issues and their severity; escalate to appropriate individuals/functions and own those that are appropriate
Preferred qualifications, capabilities and skills:
- Knowledge of regional payment types and regulatory requirements is good to have
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