Summary
Overview
Work History
Education
Skills
Expertise
Personal Information
Company
Languages
Timeline
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Jonathan Jimenez

Plano,United States

Summary

At Fiserv, I am a results-driven Business Analyst managing intricate client relationships and upholding product service accountability.


I'm a highly skilled individual in relationship management and client onboarding within the financial industry. My background includes a high experience in managing professional individuals, driving performance and fostering business development. I tailor solutions delivered within data analysis, training/education, project planning & execution, financial analysis, client onboarding and relationships.

Overview

16
16
years of professional experience

Work History

Senior Business Analyst

Fiserv
05.2016 - Current
  • Manages a portfolio of 30 high-net-worth client relationships; considered the primary liaison between the client and Fiserv
  • Fully knowledgeable in multiple card processing backends including North, Omaha and solely managing Memphis
  • Consults client through comprehensive monthly residual and pricing structure review in order to reach optimal revenue goal
  • Led various backend conversion projects implementing a seamless transition with minimum impact to the client's customer base
  • Communicates and implements quarterly card brand pricing enhancements with expertise in product support
  • Provides full product service accountability including compliance reviews while adhering to card brand rules and regulations

Client Onboarding Manager

JP Morgan Chase
04.2012 - 03.2016
  • Led a team of merchant implementations representatives, providing feedback and guidance to drive individual peer performance
  • Generated daily and monthly ad-hoc service performance reviews for each individual
  • Assigned and maintained department service request queues among peers generating daily and monthly ad-hoc service performance reports
  • Manage escalation queue from implemented clients driving customer satisfaction in order to maintain positive relationship
  • Provided monthly new hire education and development to 8 - 15 new hires in a classroom setting
  • Completed high profile client onboarding followed by transitioning to Relationship Manager
  • Wrote and published training doc

Client Onboarding Specialist

JP Morgan Chase
04.2010 - 04.2012
  • Completed onboarding projects of new client accounts
  • Tracked and provided reporting through Salesforce
  • Completed POS and Gateway builds for new accounts in adherence to standard operating procedures and functionality
  • Executed effective communication to various sales channels including our Direct Sales Team, Third-party clients or ISO/Agent Banks
  • Conducted regular status meetings to update new clients on project progress and address any concerns or issues
  • Provided virtual training sessions to end-users on SaaS POS products developing a deep understanding and functionality of the product

Business Banker

JPMorganChase
12.2008 - 04.2010
  • Interfaced with business and retail customers to facilitate daily business banking transactions; providing exceptional banking services and addressing account and service concerns
  • Cross-sold bank products focusing on SaaS products for business
  • Balanced daily cash transactions and reconciled daily transactions to ensure accuracy
  • Facilitated implementation of new and revised policies and procedures throughout branch and department
  • Helped new and existing clients open personal accounts, resolve issues related to online banking services, and navigate bank’s website; assisted corporate and small business account with online business banking

Education

High School Diploma -

Irving High School

Skills

  • Merchant Payment Solutions
  • Pricing Optimization
  • Project Development
  • Employee and Client Onboarding
  • Portfolio Management
  • Stakeholder Relations
  • Financial Research
  • Time Management

Expertise

Merchant Card Processing Expert

Personal Information

Title: Senior Business Analyst

Company

Fiserv

Languages

Spanish
Native or Bilingual

Timeline

Senior Business Analyst

Fiserv
05.2016 - Current

Client Onboarding Manager

JP Morgan Chase
04.2012 - 03.2016

Client Onboarding Specialist

JP Morgan Chase
04.2010 - 04.2012

Business Banker

JPMorganChase
12.2008 - 04.2010

High School Diploma -

Irving High School

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Jonathan Jimenez