Location: Tampa, FL, United States

You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team.

As a Payments Sales Associate within the Non-Banking Financial Institutions Group, specifically focusing on the Broker Dealers sales segments, you will assist Payments Sales Managers (PSM’s) in managing cross-functional/regional deals. Your responsibilities will include supporting proactive client engagement, collaborating with various internal partners, and developing solutions to address the strategic and complex needs of our corporate clients. Additionally, you will contribute to key relationship management initiatives such as billing and pricing, interest rate management, escalation tracking, and resolution.

 

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 client’s Treasury 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

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

• Knowledge and understanding of the JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
• BA/BS

Support client engagement, collaborate with various internal partners, and develop solutions to support Payments Sales Managers.