Financial Institutions Group – Insurance – Payments – Sales Associate
| Company | JP Morgan Chase |
|---|---|
| Location | Chicago, IL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- 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
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 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 contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the client’s objectives
Preferred Qualifications
- BA/BS
- Knowledge and understanding of the JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures