You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team.
As a Payments Sales Associate within the Financial Institutions Group - Foreign Banks and Broker Dealer segments, you will be instrumental in supporting Payments Sales Managers in forging sales relationships and generating new business from a diverse client base. Your role will involve effective collaboration with various departments such as client service, compliance, operations, technology, risk, credit, and legal to ensure the best product delivery. You will be responsible for gaining a thorough understanding of the market, our clients' industries, their organizational and operational structures, their purchasing processes, and business objectives. Your duties will also include managing a portfolio, facilitating proactive client engagement, collaborating with multiple internal partners, and developing solutions to meet our clients' strategic and complex needs. Furthermore, you will play a significant role in key relationship management initiatives such as billing and pricing, interest rate management, escalation tracking, and resolution, among others.
Job responsibilities
- Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P. Morgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity.
- Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global setup
- Develop strong relationships within clients Treasury, Product and Operations organizations - anticipate client needs/challenges and proactively engage appropriate J.P. Morgan Payments partners to develop comprehensive solutions
- Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
- Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
- Think outside the box, identify new ways to advance team wide initiatives, and contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the clients objectives
Required qualifications, capabilities, and skills
- 2 + years experience in cash management, transaction banking, merchant acquiring or related field
- Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
- Goal oriented with the ability to foster innovation and solve problems creatively
- Strong time management, organizational and planning skills and ability to manage multiple priorities concurrently with keen attention to follow-up coordination
- Ability to mobilize internal networks and resources
Preferred qualifications, capabilities, and skills
- BA/BS
- Knowledge and understanding of the JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
- As the Foreign Banks and Broker Dealer team covers inbound customers from all regions, languages are a plus
