JPMorgan Chase CIB-Treasury Services Large Corporate Sales,TMT Sales Associate in San Francisco, California

J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $23 trillion of assets under custody and over $400 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Sales Associate

Responsible for supporting assigned Treasury Sales Managers (TSM) with sales and relationship management related activities.

Specific Responsibilities Include:

Sales assistance:

  • Understanding of Technology/Media/Telecom industry and segment strategy in high growth and high-touch client sectors with evolving and expanding global business models. Develop deep understanding of Fintech and other emerging TMT and payments industry business models of clients in TMT portfolios,

  • Assist TSM to manage cross-functional engagement when entering into and maintaining complex or new business models with clients

  • Lead initiative with client research, call preparation, materials; high level of focus on follow-ups

  • Develop account plans, briefing memos and relationship reviews - Understanding the clients' Treasury cash management structure and objectives

  • Support TSM on new bids including coordinating with product partners to develop solutions, pricing and profitability models, RFP/RFI submissions, etc.

  • Work with the TSM to finalize the sale through documentation coordination/negotiation and smooth handoff and partnership with implementation and service teams

  • Anticipate client and internal needs, challenges and proactive engagement of appropriate partners for solutioning

Account management assistance:

  • Timely onboarding, KYC and Implementation request submissions with empowerment to engage appropriate escalation points where necessary to meet client needs while managing client expectations

  • Active client outreach and engagement

  • Become key client contact and expand relationships

  • Contribute as Voice of sales in cross-functional partner engagement to ensure Sales alignment with broader firmwide interests

  • Understand internal credit processes and advance working relationship with credit partners

  • Lead special team projects to advance teamwide initiatives

  • Understanding the clients' account structure, cash flow, and product usage

  • Reviewing and analyzing data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc.

  • Supporting product implementations/conversions working with internal and external clients

  • Conducting pricing analysis and supporting the development of pricing strategy/recommendations

  • Ensuring the maintenance of existing business through high level of customer satisfaction

  • 2 years plus experience in cash management

  • Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions

  • Goal driven with the ability to foster innovation and solve problems creatively

  • Ability to manage multiple projects/meetings with keen attention to follow-up coordination

  • Strong Time management, organizational and planning skills and ability to manage multiple priorities concurrently

  • Ability to mobilize internal networks and resources

  • Ability to use various PC- and internet- based systems to manage their portfolio, must be proficient in Excel, Word and PowerPoint

  • Knowledge and understanding of the Technology/Media/Telecom industry and /or JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures

  • BA/BS

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.