Job Description:
Treasury Services (TS) Billing Operations supports the end to end billing process for the Global business units within CIB Banking, Markets and Investor Services. Primary functions include account and product setup, customer master data maintenance primarily related to pricing/rates, validation of data inputs into the core billing applications, invoice production, application, validation & delivery.
Over $3.7Bn in fees are billed annually to over 130,000 billing relationships in 29 countries
Over 150 products supported by over 3,000 service codes & hundreds of price points
Over 2.4 million statements and invoices are produced annually
The TS Billing Operations provides billing services for over 300,000 accounts across various Line of Business (LOB) units and supports clients in over 30 countries using two (2) billing platforms - Corporate Analysis Product (CAP) for U.S. clients and Treasury Services Billing (TSB) for some U.S. clients and international branches.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Description:
The Workflow and Research Process Manager oversees two (2) teams and directly supervises a total of six (6) staff. This role has heavy interactions with the internal customers (Sales, Client Service, Products) of Billing. The position reports to the Associate Vice President for Workflow, Research and Quality Control. Following are the description of the teams reporting to this position:
Workflow Team is the entry point that performs the function of receiving, reviewing and logging billing requests coming from Sales, Client Services and Products. Nature of requests includes set up of new accounts, changes in pricing and/or rates, add/delete services, and other billing-related customer static data such as client account profile, charge-to account, address, etc. The team receives an average 300 emails daily equivalent to approx. 6,000 emails monthly, with a turnaround time of 24 hours.
Research Team receives and facilitates the resolution of complex and sensitive client inquiries/complaints/issues, provides guidance on billing policies & self-service tools, and supports in the collection of aged receivables.
Summary of Responsibilities:
Works under the direction of an Associate Vice President in ensuring that the team is meeting its predefined goal in terms of service level agreement and other key performance indicators.
Performs 100% monitoring of incoming requests related to new account set ups, static data maintenance, exceptions rates and exception pricing requests and other billing related maintenances
Ensures that all requests received are properly accounted for and all logged cases are handed off to Critical Entry Team for processing without delays and deferments.
Regularly monitors requests that are on pending (e.g., waiting for missing or incomplete information from Sales, Client Services or Products.
Tracks and identifies opportunities in improving existing process translating to operational efficiencies - e.g., rejected or pending requests, usage of standard template for requests that are received, requests received beyond cut-off dates
Facilitates daily meetings and discussions of operational issues/challenges. Provides guidance, directions and ensures that all corrective actions are implemented.
Identifies opportunities to preclude the occurrence of internal and external errors. Holds focus group discussions with sub-teams within Billing to mitigate clerical/processing errors and alleviate any procedural/technical gaps.
Takes part in process and risk reviews.
Designs, constructs or updates desk procedures, job aids or reports as required.
Skills and Qualifications
Bachelor's degree in any business-related course is a prerequisite
Experience in Billing Operations and/or other process related fields considered a plus
Requires strong computer skills including ability to analyze data from various sources, interpret different data structures, mainframe and common PC based software packages including MS Access, Excel, Word, and PowerPoint
Strong oral and written communication
Team player. Strong customer focus
Attention to details, able to meet tight deadlines and work independently within a team concept
Must be organized, can explore and employ multiple systems / applications simultaneously and able to prioritize and perform multi-tasking if need be without losing the focus and concentration at work
Willing to report in work shifts particularly late EMEA hours.
About Us:
JPMorgan Chase & Co., 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 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:
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.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
JPMorgan Chase
Treasury Services (TS) Billing Operations supports the end to end billing process for the Global business units within CIB Banking, Markets and Investor Services. Primary functions include account and product setup, customer master data maintenance primarily related to pricing/rates, validation of data inputs into the core billing applications, invoice production, application, validation & delivery.
Over $3.7Bn in fees are billed annually to over 130,000 billing relationships in 29 countries
Over 150 products supported by over 3,000 service codes & hundreds of price points
Over 2.4 million statements and invoices are produced annually
The TS Billing Operations provides billing services for over 300,000 accounts across various Line of Business (LOB) units and supports clients in over 30 countries using two (2) billing platforms - Corporate Analysis Product (CAP) for U.S. clients and Treasury Services Billing (TSB) for some U.S. clients and international branches.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Description:
The Workflow and Research Process Manager oversees two (2) teams and directly supervises a total of six (6) staff. This role has heavy interactions with the internal customers (Sales, Client Service, Products) of Billing. The position reports to the Associate Vice President for Workflow, Research and Quality Control. Following are the description of the teams reporting to this position:
Workflow Team is the entry point that performs the function of receiving, reviewing and logging billing requests coming from Sales, Client Services and Products. Nature of requests includes set up of new accounts, changes in pricing and/or rates, add/delete services, and other billing-related customer static data such as client account profile, charge-to account, address, etc. The team receives an average 300 emails daily equivalent to approx. 6,000 emails monthly, with a turnaround time of 24 hours.
Research Team receives and facilitates the resolution of complex and sensitive client inquiries/complaints/issues, provides guidance on billing policies & self-service tools, and supports in the collection of aged receivables.
Summary of Responsibilities:
Works under the direction of an Associate Vice President in ensuring that the team is meeting its predefined goal in terms of service level agreement and other key performance indicators.
Performs 100% monitoring of incoming requests related to new account set ups, static data maintenance, exceptions rates and exception pricing requests and other billing related maintenances
Ensures that all requests received are properly accounted for and all logged cases are handed off to Critical Entry Team for processing without delays and deferments.
Regularly monitors requests that are on pending (e.g., waiting for missing or incomplete information from Sales, Client Services or Products.
Tracks and identifies opportunities in improving existing process translating to operational efficiencies - e.g., rejected or pending requests, usage of standard template for requests that are received, requests received beyond cut-off dates
Facilitates daily meetings and discussions of operational issues/challenges. Provides guidance, directions and ensures that all corrective actions are implemented.
Identifies opportunities to preclude the occurrence of internal and external errors. Holds focus group discussions with sub-teams within Billing to mitigate clerical/processing errors and alleviate any procedural/technical gaps.
Takes part in process and risk reviews.
Designs, constructs or updates desk procedures, job aids or reports as required.
Skills and Qualifications
Bachelor's degree in any business-related course is a prerequisite
Experience in Billing Operations and/or other process related fields considered a plus
Requires strong computer skills including ability to analyze data from various sources, interpret different data structures, mainframe and common PC based software packages including MS Access, Excel, Word, and PowerPoint
Strong oral and written communication
Team player. Strong customer focus
Attention to details, able to meet tight deadlines and work independently within a team concept
Must be organized, can explore and employ multiple systems / applications simultaneously and able to prioritize and perform multi-tasking if need be without losing the focus and concentration at work
Willing to report in work shifts particularly late EMEA hours.
About Us:
JPMorgan Chase & Co., 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 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:
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.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
JPMorgan Chase
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Metro Manila
Permanent
Full-time
Permanent
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JPMorgan Chase
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Manila, Metro Manila