Treasury Sales Associate - Financial Institutions Group NA Banks - Payments

Posted 4 Days Ago
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Toronto, ON
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Payments Sales Associate supports sales managers, develops client relationships, manages portfolios, and collaborates with internal departments to deliver financial solutions.
Summary Generated by Built In

Job Description
As a Payments Sales Associate within the Financial Institutions Group - NA Banks segment, you will be instrumental in supporting Payments Sales Managers in furthering relationships and generating new sales from a diverse client base. Your role will involve effective collaboration with various departments such as client service, compliance, operations, 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 partnering 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, service escalation and resolution, among others.
Job responsibilities

  • Understanding the macro environment, industry trends, clients' business goals and strategies 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 construct
  • Develop strong relationships within client's 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 help coordinate thought leadership and key industry events


Qualifications

  • 2 + years experience in cash management, transaction banking, payments or related fields
  • 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 Treasury Services products, pricing philosophy, and billing process/procedures


About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Cash Management
Financial Services
Payments
Transaction Banking

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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