Job Description

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J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm\'s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.

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 Commercial Banking Document Management Operations (CB DMO) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents.

The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

Primary responsibilities include- To oversee, support and supervise Quality Control Team and ensure the steady flow of completing daily work by the Team Members, to coordinate and ensure timely completion of requests. Responsible for creating subject matter expertise and appropriate backups required across the processes. Ensure quality assurance on critical functions and ensure that risk mitigation is in place. Be up to date with regard to the AML/KYC firm wide standards and guide the team accordingly. Maintain productivity standards and focus on providing best in class customer service.

Responsibilities:

• People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.
• Maintain effective and standard operational processes
• Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
• Manage relationship with internal clients, anticipate needs, take feedback, run conference calls.
• Act as a point of contact for escalations and high priority requests from internal clients.
• Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters.
• Take responsibility for the quality of work submitted and ensure that the highest standards are maintained.
• Identify/ manage risk and control breakdowns.
• Manage the performance management cycle- Objective setting, development and career planning, performance appraisal and reward & recognition.
• Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions.
• Improve the departmental competency rating via use of staff training and the skills matrix.
• Develop and maintain written procedures and training materials as necessary.
• Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system.
• Ownership of internal communication and status updates
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Diligent awareness of risks in our processes in a timely manner
• Ownership, escalation and resolution of risk issues when they occur in a timely manner
• Manage activities through heavy phone work with clients and business partners
• Recording your observations & escalate wherever necessary
• Identifying items which needs Remediation & Amendments.
• Identifying gaps/exceptions and recommending possible solutions.
• Reporting/MIS
• Project Management.

Required Qualifications:

• Excellent people and resource management skills (e.g. people development, pipeline/skills monitoring, training programs).
• Ability to develop, implement and maintain effective and standard operational processes
• Ability to maintain and improve a strong controlled environment (e.g. necessary controls activities along process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
• Ability to manage relationship with internal clients. Past experience in this area with emphasis on service level deliveries, expectations setting, new products etc. is a must.
• Act as a point of reference for team members and internal clients.
• Ability to monitor and actively prioritize workloads.
• Ability to interpret and analyze system generated reports and other data, co-relate and analyze impact to overall processes and process deliveries and feed results into the decision making process
• Demonstrated problem solving ability through interaction with clients and business partners
• Exceptional verbal and written communications skills. Communication is Paramount
• Excellent analytical skills and attention to detail
• Excellent comprehension and observation skills
• Knowledge of TS & CB Products and Operations will be an added advantage.
• Aptitude to work with numbers and deadlines.
• Proactive approach
• Ability to grasp/learn new products/audits which are currently not in scope.

Preferred Skills & Experience:

• Graduates with a minimum of 9 years\' experience in a bank, financial services, compliance, risk management or other service sector environment OR Qualified professionals (e.g. CA, ICWA, and MBA) with 5 yrs relevant experience in a Client Service, Operations Sales, Portfolio Management or Implementation function
• Strong Interpersonal skills. Should be able to communicate at all levels.
• Behavioral skills, Leadership, Problem solving and time management
• Excellent business writing and verbal English communication skills
• Proficient use of PC software for document and worksheet preparation/presentation
• Strong control and quality management skills; accuracy and attention to detail is vital.
• Assertive and self-confident.
• Previous experience of change management (e.g. new system implementation , business restructuring) within the organization
• Excellent coaching skills.
• Good delegation skills.
• Well developed negotiation, persuasion and influencing skills
• Project management skills as necessary to manage multiple projects in varying stages
• Strong presentation and negotiating skills
• Excellent organization and prioritization skills in a high pressure, competing priority work environment

About Us: 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.

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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

JPMorgan Chase