Chase · 21 hours ago
Payments- Asset Managers & Broker Dealers Sales Associate
Chase is one of the oldest financial institutions, providing innovative financial solutions to a wide range of clients. As a Payments Sales Associate, you will assist Payments Sales Managers in managing deals and supporting client engagement while developing solutions for corporate clients' complex needs.
FinanceBankingFinancial Services
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
Qualification
Required
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
Knowledge and understanding of the JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
BA/BS
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
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
2026-02-12
Financial Sector Technology
2026-02-05
Company data provided by crunchbase