Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
Generic

Priyanka Shah

Northbridge,NSW

Summary

Experienced A+ Payments & Trade Finance professional with a strong background in Operations & Client Services. I have successfully managed clients and consistently achieved operational efficiency through timely execution to meet targets. With over 17 years of experience, I bring a proven track record of pro-active approach with commitment to delivering results. Holding an Executive MBA and a Master's in Finance, seeking an exciting new professional opportunity to further utilise my expertise.

Overview

19
19
years of professional experience

Work History

Assistant Vice President, Payment Operations, NPP

JPMorgan Chase
06.2024 - Current
  • Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
  • Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
  • Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
  • Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
  • Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance metrics.
  • Led cross-functional teams to deliver successful projects on time and within budget, enhancing company reputation in the industry.
  • Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
  • Improved employee retention rates through the development of comprehensive training programs and mentorship initiatives.

Assistant Vice President, Trade Operations and Client Services Lead

JPMORGAN CHASE BANK, N.A.
05.2015 - 06.2024
  • Supervised the execution and conduct of both traditional trade products and tailored solutions.
  • Executed daily regulatory reports aligned with APRA, ASIC, AUSTRAC, and ATO requirements.
  • Served as primary contact for all client Trade service management.
  • Maintained quality and efficiency standards by following internal policies, compliance guidelines, and SOP sign-offs.
  • Assessed operational risks and mitigated control deficiencies to enhance system efficiency.
  • Coordinated with multiple business groups including Regional Head, Sales, Product, Legal and Offshore teams to ensure seamless operations.
  • Delivered client-focused training sessions on Trade Solutions.
  • Collaborated with Sales team and stakeholders to facilitate new client on-boarding process.
  • Conducted client visits and service reviews regularly.
  • Excellance Award Winner for demonstrated performance.
  • Various client/Business appreciations on multiple occasions for timely quality service provided.
  • Led initiatives in process review and modification, including LC advising revenue management.
  • Reviewed technical builds, established key requirements and delivered successful launch of Trade Processing system.
  • Oversaw regional trade initiatives and policy updates for AU & NZ Trade team.

Senior Associate, Centre of Excellence Team, Global Trade Finance

BNP PARIBAS SERVICES INDIA PVT. LTD
07.2013 - 03.2015
  • Specialized in scrutinizing documents under Export and Import Letters of Credit, adhering to UCP 600 guidelines.
  • Conducted document verification for European regions including Spain, Netherlands, Germany, and UK with exceptional efficiency.
  • Contributed to adoption of advanced system solutions by executing comprehensive system assessments.
  • Guided new team members through understanding Trade Finance and its processes.
  • Delivered structured training sessions in both practical and conceptual areas.
  • Served as Lean representative, played key role in enhancing Trade Processes through collaboration with IT solutions, Business and Operations.

Team Leader, Global Trade Finance Operations, Corporate and Investment banking

JPMORGAN CHASE INDIA PVT. LTD
04.2006 - 07.2013
  • Managed efficient execution of Trade Finance products including Letters of Credit Negotiation, TR Financing, and Trade Loans within specified turnaround times.
  • Assured compliance with established control checks, policies, and procedures.
  • Oversee reconciliation processes of Suspense & Nostro accounts concerning daily transactions.
  • Skilled in preparation of periodic MIS and various reports for Senior Management
  • Coordinated successful completion of Internal & external audits
  • Earned promotion to Team Leader in January 2011.
  • Participated in establishing a new processing site in Bangalore, India by delivering onsite training for a month.
  • Contributed significantly to the Digitization Project for Export and Import payments by designing a comprehensive digital training module.

Education

Executive MBA -

Welingkar Institute of Management
Mumbai
01.2013

Masters in Commerce -

University of Mumbai
Mumbai
01.2008

Bachelors in Commerce -

University of Mumbai
Mumbai
01.2006

Skills

  • Problem-solving
  • Operations management
  • Customer service
  • Customer relationship management
  • Interpersonal communication
  • Cross-functional coordination
  • Process improvements
  • Payments, Trade & Working Capital Products knowledge

Hobbies and Interests

  • Certified in Advance Photography from National Institute of Photography (NIP), India

Timeline

Assistant Vice President, Payment Operations, NPP

JPMorgan Chase
06.2024 - Current

Assistant Vice President, Trade Operations and Client Services Lead

JPMORGAN CHASE BANK, N.A.
05.2015 - 06.2024

Senior Associate, Centre of Excellence Team, Global Trade Finance

BNP PARIBAS SERVICES INDIA PVT. LTD
07.2013 - 03.2015

Team Leader, Global Trade Finance Operations, Corporate and Investment banking

JPMORGAN CHASE INDIA PVT. LTD
04.2006 - 07.2013

Masters in Commerce -

University of Mumbai

Bachelors in Commerce -

University of Mumbai

Executive MBA -

Welingkar Institute of Management
Priyanka Shah