Chase · 1 month ago
Merchant Services Business Development Sales Associate
Chase is a leading financial services firm, and they are seeking a Merchant Services Business Development Sales Associate. In this role, you will support Merchant Services Business Development Officers in achieving sales targets and portfolio growth by engaging in client interactions and developing a network of contacts.
BankingFinancial Services
Responsibilities
Engage in activities such as call preparation, pitch books, and customer research that assist Merchant Services Business Development Officers in driving profitable revenue through selling
Ensure all client/prospect-facing materials are current and compliant
Develop account plans, briefing memos, and an understanding of competitors’ products, positioning, and their shares of wallet within the client/prospect
Coordinate with product partners to develop solutions to identify cross-selling and client growth opportunities
Work with Business Development Officers on proposals including cost/benefit analysis, pricing, profitability models, and ensuring correct pipeline reporting
Understand segment strategies to assist in developing recommendations and/or opportunities and proposal/pitch book generation
Ensure efficient and effective onboarding of new clients and new services
Assist in finalizing sales through documentation coordination/negotiation and smooth handoff to implementation team
Coordinate Credit Risk, Know Your Customer, and other hierarchies with assigned Business Development Officers and Underwriters
Develop broad and deep knowledge of Merchant Services products and their application for clients/prospects
Identify and complete additional career development training (e.g., sales, credit, executive presence)
Qualification
Required
Bachelor's degree or equivalent experience
Exceptional verbal and written communication skills
Strong organizational and planning skills
Ability to prioritize multiple initiatives
Strong interpersonal and relationship building skills
Client management experience
Ability to understand the Commercial Banking division and demonstrate the ability to speak to the firm's priorities, activities, and financial condition and performance
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
Financial IT
2026-01-09
2026-01-09
2026-01-09
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