Open to opportunities

Jaime Miles

@jaimemiles

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Results-driven project manager with expertise in treasury services.

United States

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What I'm looking for

I am looking for a role that fosters innovation and collaboration, with opportunities for growth.

I am a results-driven professional with extensive experience in financial services, specializing in treasury management and client relations. My career has been marked by a proven ability to implement complex treasury services products, ensuring seamless execution and client satisfaction. At HSBC Bank, I lead projects that enhance cash management and payment processing solutions, collaborating with cross-functional teams to deliver innovative client-centric solutions.

Throughout my career, I have demonstrated a commitment to excellence in project management and client service. My roles at Vericast and Byline Bank involved managing system migrations and treasury operations, where I consistently provided best-in-class client experiences. I thrive in dynamic environments and am adept at identifying opportunities for process improvements and operational efficiencies.

With a strong technical background and a passion for leveraging fintech partnerships, I am dedicated to driving innovation in treasury services. I am eager to bring my expertise to a forward-thinking organization that values collaboration and continuous improvement.

Experience

Work history, roles, and key accomplishments

Current

Sr. Project Manager/ Implementation Manager

Current

HSBC Bank

Dec 2023 - Present (1 year 9 months)

Led the implementation of treasury services products, including cash management, liquidity solutions, and payment processing. Coordinated across multiple internal teams and external stakeholders to ensure seamless execution and adherence to project governance frameworks.

Treasury Management Cash Management Liquidity Solutions Payment Processing Project Management Stakeholder Management Risk Mitigation Client Communication Process Automation

Digital Conversion Specialist / Treasury Systems Migration Specialist

Vericast/ Harland Clarke

Feb 2023 - Present (2 years 7 months)

Managed the end-to-end process of system migration and implementation for approximately 100 business clients. Ensured seamless transfer of account data and products to new platforms while providing best-in-class client experience.

SLA Management Technical Support Project Management Troubleshooting

Treasury Management Operations Specialist

Byline Bank

Sep 2021 - Present (4 years)

Reviewed product and service agreement documentation for accuracy and managed the setup and implementation of a full suite of treasury services. Functioned as ACH Operations, reviewing and researching inquiries, and monitoring transactions.

Treasury Management Cash Management ACH Operations Risk Management Compliance Positive Pay

Treasury Management Analyst/ Global Treasury Management

U. S Bank

Nov 2018 - Present (6 years 10 months)

Partnered with Relationship Managers and Treasury Management Consultants to service Large Corporate and Commercial clients. Managed risk associated with requests, ensuring compliance and accurate implementation of new services and products.

Treasury Management Client Relationship Management Risk Management Compliance Project Management Contract Management

Support Service Specialist / Lockbox Treasury Services

Bank of America

Jul 2015 - Present (10 years 2 months)

Provided account management, client servicing, and implementation coordination for highly complex lockbox accounts. Researched, analyzed, and resolved a wide range of lockbox service inquiries while providing technical assistance.

Account Management Client Servicing Technical assistance Relationship Management Training

Client Service Professional / Business Banking

JPMORGAN CHASE

Jun 2010 - Present (15 years 3 months)

Served as the primary point of service contact for a portfolio of Business-Banking, Middle Market, and Large Corporate clients. Assisted with pre-approval loan processes, document preparation, and credit risk management.

Business Banking Loan Processing Credit Risk Management Compliance Status Reporting Financial Analysis Project Management

Client Service Specialist / Treasury Services Tech Support

JPMORGAN CHASE

Oct 2006 - Present (18 years 11 months)

Provided consultative, technical, and procedural support for web, mobile, and PC-based treasury services products. Led training for internal and external clients on various platforms and assisted with product implementation.

Treasury Technical Support Training Clients Project Coordination Vendor Management Quality Improvement Fraud Prevention

1031Exchange Account Associate / Senior Client Service Representative

JPMORGAN CHASE

Nov 2003 - Present (21 years 10 months)

Managed 1031 exchange accounts and provided senior-level client service. Supported clients with complex financial transactions and ensured adherence to regulatory guidelines.

1031 Exchange Services Client Services Account Management Regulatory Compliance Problem Solving Data Management Communication Relationship Building

Assistant Supervisor/ Teller Operations Team Lead

JPMORGAN CHASE

Jan 2000 - Present (25 years 8 months)

Supervised teller operations and led a team to ensure efficient cash handling and customer service. Managed daily branch operations and resolved complex customer inquiries.

Team Leadership Customer Service Staff Training Risk Management