Payments- Broker Dealers Sales Associate

Testing Site - JPMC; Tampa (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Payments in the United States seeks a Payments Sales Associate within the Non-Banking Financial Institutions Group, focusing on Broker Dealers, to support Payments Sales Managers in managing cross-functional/regional deals and delivering solutions to strategic client needs.

You will collaborate with internal partners on billing, pricing, onboarding (KYC), escalation management, and relationship programs, developing client plans and enabling the firm to meet client objectives.

Qualifications

• 2+ years in cash management, transaction banking or related field.
• Ability to translate complex problems into concise conclusions.
• Strong collaboration across cross-functional teams.

Responsibilities

• Understand client goals and identify opportunities for J.P. Morgan Payments solutions.
• Develop account plans and support relationship reviews with client services.
• Build relationships within treasury organizations and coordinate with partners.
• Coordinate KYC and onboarding documentation and manage credit processes.
• Review data to identify trends, pricing inefficiencies and strategy.
• Act as voice of the client in cross-functional engagements.

Skills

Cash management

Transaction banking

Merchant acquiring

Client engagement

Communication

Time management

Education

BA/BS

Job description

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