Financial Institutions Group - Payments - Sales Associate
On-siteNew York City, New York, United States or New York, United States
Job Summary
Manage sales relationships and generate new business from diverse mortgage customers by understanding client goals, industry trends, and buying processes. Develop account plans, briefing memos, and relationship reviews while coordinating KYC documentation, credit processes, and seamless integration with implementation partners. Analyze transactional data to identify trends, risks, and pricing inefficiencies, then provide go-forward strategies and recommendations to optimize product delivery. Collaborate with client service, compliance, operations, and internal partners to proactively engage clients and resolve complex needs.
Required Qualifications
- 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
Desired Qualifications
- BA/BS
- Knowledge and understanding of the JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures
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