Liquidity and Account Solutions-Payments-Project Finance Account Bank-Associate
Job Description
Play a key role in transforming our Project Finance offering by delivering innovative liquidity solutions, strengthening client relationships, and influencing product strategy through real-time market insights.
As a Client Manager Project Finance Account Bank Associate in Liquidity and Account Solutions, you contribute to the team by leveraging your expertise in product development and relationship management to make a significant impact within our Project Finance portfolio, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
J.P. Morgan Liquidity & Account Solutions (”L&AS”) works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job responsibilities
- Understand the business purpose and deal structure for new Project Finance Account Bank mandates, proactively identifying deliverables and challenges.
- Interact with clients in a proactive and professional manner ensuring the highest level of responsiveness and client service
- Ensure deal information is set up on all operating systems and contractual obligations denoted including client access to electronic banking if required
- Ensure the account structure is properly and accurately implemented
- Act as the primary point of contact for the US and Latin America client base, providing strong customer service by responding quickly to client requests, offering solutions to client needs, and developing meaningful client relationships
- Partner with sales organizations to facilitate the retention of client relationships
- Provide support to sales organizations on new business prospects as required
- Ensure payments, administration and risk aspects of project finance related account portfolio are handled in accordance with contractual requirements and J.P. Morgan policies and procedures
- Seek opportunities to involve clients in key business initiatives
- Serves as a subject matter expert with a deep understanding of client needs, and leads solutioning and the adoption of existing and upcoming client-facing product capabilities
- Understands client pain points and refines solutions while regularly communicating critical client feedback to Product teams to inform future strategic direction
Required qualifications, capabilities, and skills
- Bachelor's Degree
- Demonstrates Associate level experience in a similar role within financial services, supporting project finance, infrastructure and energy transactions in a banking or corporate trust environment
- Experience in account bank, agency, escrow, trust or similar contracts with strong administrative skills; ability to navigate and understand cash flow models, and other project related documentation
- Extensive experience working in a sales cycle and engaging with clients on a regular basis Highly motivated and ambitious Team Player experienced working in a highly matrixed and complex organization
- Strong verbal and written communication skills
- Experience in independent decision making and problem-solving across multiple teams and a cluster of products
- Excellent organizational skills
- Excellent PC Skills including Word, Excel
- Compliance and regulatory experience
Preferred qualifications, capabilities, and skills
- Sales experience valued
- Spanish language skills valued
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.Recommended Jobs
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