Trade & Working Capital - Global Trade Sales Associate jobs in United States
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Chase · 1 month ago

Trade & Working Capital - Global Trade Sales Associate

Chase is a leading financial institution, and they are seeking a Global Trade Sales Associate to support Trade Sales Officers in managing a portfolio of clients. The role involves developing trade business, providing client advisory services, and collaborating with various internal teams to close deals.

BankingFinancial Services

Responsibilities

Supports officers with industry research, public filings, and financial statement due diligence to identify prospective clients
Creates and tailors pitch content for client presentations
Collaborates during sales calls and assist in leading internal efforts to close deals
Writes detailed reports for deals committee reviews
Calculates deal returns and profitability for term sheet negotiations
Supports team with general CRM and data management tasks
Demonstrates aptitude in mastering the fundamentals of Trade and Working Capital Finance, including Supply Chain Finance, Receivables Finance, Inventory Finance, Contract Monetization, Dynamic Discounting, and commercial letters of credit
Builds skills in enterprise sales origination and closing
Expands understanding of credit underwriting processes
Works towards the ultimate goal of owning own client base and portfolio

Qualification

Trade Finance expertiseSales strategy developmentClient advisory servicesPortfolio managementFinancial statement analysisAnalytical skillsCommunication skillsPresentation skillsOrganizational skillsProject managementStrategic thinkingCollaborationSelf-motivation

Required

3+ year of experience in Sales, Client Service, Portfolio Management support, or Operations
Exhibit excellent communication skills
Demonstrate strong presentation skills
Showcase strong organizational and multi-tasking abilities
Apply project management skills with attention to detail
Utilize strategic thinking and analytical skills
Display a sense of ownership and responsibility
Thrive in collaborative work settings
Operate independently with self-motivation and high energy in fast-paced environments
Aspire to become a sales officer

Preferred

College degree
Basic understanding of financial statements, finance, and/or accounting
Desire to learn the business

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase