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Commercial Bank - Implementation Associate - Client Onboarding (Dallas, TX)

Req #: 170107993
Location: Dallas, TX, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.
 
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
 
The CB Client On-boarding (CBCO) group is seeking a Implementation Associate  who will oversee the set-up of client billing, the validation for set up/maintenance requests, manage billing exceptions and advise on risk and approvals for these requests.  This team will enhance the client’s experience by ensuring the reduction of errors and faster client resolution timeframes. 
 
Core Responsibilities:
  • Reviews and validates Set-up/ Maintenance requests submitted on the following forms for Domestic accounts on Computer Associates Profitability (CAP) billing system:
    • Western Hemisphere (WHEM) Exception Pricing Form
    • WHEM Exception Rates & Maintenance
    • CAP Multi-group Pricing Form
    • Treasury Services Billing (TSB) Payment Form
    • Dealer Commercial Services (DCS)/CB Temp Waive Form
    • Statement Reprint Request Form
  • Ensures completeness, accuracy, screening for impact and CB Approval Policy has been followed.
  • Identifies and collaborates with management related to non-standard processes and data anomalies.
  • Maintains documentation associated with custom invoice generation procedures.
  • Understands and reviews client fee schedules to identify non-compliance with pricing or schematic structures.
  • Secures distribution of client invoices using standard security measures designed for billing.
  • Collaborates with billing client experience teams in identifying and resolution of billing disputes or data corrections.
  • Provides ongoing identification of non-standard billing processes, including identifying and gathering billing data needed to assist in implementing automated solutions.
  • Partners with production support and technology partners to identify and implement process automation to achieve ongoing operational efficiencies.
  • Participates in new system enhancement or new product testing which may be required during user acceptance testing or production validation testing cycles.
  • Proficient with technology and systems and capable of applying knowledge to operations and understanding the overall infrastructure and business implications.
  • Ensures a positive client experience through the delivery and follow-up on daily billing deliverables and special initiatives and the management of multiple deadlines.
  • Proactive and responsive communicator.
Qualifications:
  • Strong Treasury Service pricing and billing experience
  • 2 -3 years relevant experience
  • Excellent attention to detail
  • Excellent problem solving and critical thinking skills in order to identify, understand and address operational and technical issues
  • Excellent written and verbal business communication skills
  • Strong organizational and time management skills; ability to manage multiple and conflicting priorities
  • Must be proficient in Microsoft Office suite: Excel, PowerPoint and Word; MS Access knowledge a plus
Preferred Qualifications: 
  • BA/BS degree
  • Experience in financial services, if possible Corporate/Commercial Banking
  • Ability to provide quantifiable management reporting

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