דרושים Workplace Solutions - Business Development Representative ב-גיי פי מורגן ב-United States, Nashville-davidson

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

• Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
• Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
• Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
• Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience
• Bachelor’s degree in Finance or related field, or equivalent work experience
• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
• Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

• Extensive knowledge of business and credit underwriting with commercial credit training
• Experience owning / operating a small business

Job Responsibilities:

• Manage a portfolio of Companies administering employee share plans within a team framework
• Interact with customers/clients on operational transactions related to their share plan program.
• Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
• Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk.
• Assist in identifying new system tools and enhancements to existing systems.
• Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
• Create and maintain excellent relations with key business partners as well as identify innovative client solutions.

Required Qualifications, Capabilities and Skills:

• Excellent communication skills
• Proven numeric, financial analysis, documentation and procedural skills required
• Excellent computer skills including Microsoft Excel and Word
• Demonstrate commercial acumen with an ability to be innovative & pro-active
• Ability to prioritise and adhere to tight deadlines

Preferred Qualifications, Capabilities and Skills:

• Third level qualification

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.

Join our integral financial reporting team as a financial reporting associate. The ideal candidate will manage the financial reporting requirements of our corporate clients in compliance with US GAAP and IFRS.

As a financial reporting associate within Workplace Solutions you will contribute to assisting clients with the implementation and setup of financial reporting on our platform, supporting their ongoing reporting needs, maintaining documentation and controls to ensure quality, and contributing to platform product development.

Job Responsibilities:Manage client reporting relationships, including but not limited to:

• Interact with corporate client contacts to set up financial reporting on the platform and reconcile reports for sign-off.
• Respond to client queries to fulfill their reporting requirements on a monthly/quarterly basis.
• Provide client education related to ASC 718, IFRS 2, and maintain ongoing client communications.
• Assist in sales demonstrations.
• Participate in product development and process improvement initiatives.
• Aid in the development and documentation of key procedures and controls related to financial reporting.

Required Skills, Capabilities, and Qualifications:

• Excellent Microsoft Excel skills and ability to work with large data files.
• Ability to work independently and manage time effectively to meet individual goals and deadlines.
• Establish effective working relationships with other team members and team leads.
• Demonstrate commercial acumen with an ability to be innovative, proactive, and able to multi-task.

Preferred Skills, Capabilities, and Qualifications:

• Understanding of relevant US GAAP & IFRS reporting standards requirements for share-based payments, best practices, and procedures.
• Third-level degree in Business/Finance/Accounting or equivalent experience preferred.
• Prior experience in the share plan industry.

Job Responsibilities:

• Conduct proactive outreach to public companies to generate interest in our equity compensation management platform.
• Schedule and attend virtual meetings with potential clients alongside the Field Sales Representative.
• Develop and maintain a strong understanding of our platform and its benefits to effectively communicate with top executives.
• Collaborate with the sales team to develop strategies for engaging potential clients.
• Maintain accurate records of all interactions and meetings within our CRM system.
• Leverage networking tools such as LinkedIn, ZoomInfo, and Sales Navigator.
• Develop synergistic relationships with JP Morgan bankers, advisors, and team members.
• Book 4 qualified meetings per month via outreach including, phone, networking, and electronic communications. Leads will be provided.

Required Qualifications, Capabilites and Skills:

• 2 years experience in a sales or business development environment.
• Excellent communication and interpersonal skills, and the ability to engage with top executives.
• Creative thinker with strong analytical skills.
• Competitive drive and a results-oriented mindset.
• Strong financial acumen is helpful but not required.
• Ability to work independently and as part of a team.
• College degree.

What We Offer:

• Opportunity to work with a leading financial institution.
• Collaborative and dynamic work environment.
• Professional development and growth opportunities.
• Competitive salary plus commissions and bonus