As an Israel HQ Corporate Payments Sales Analyst within the Corporate & Investment Banking team, you will play a crucial role in managing and growing client relationships across Israel. You will collaborate with corporate and investment bankers to deliver customized financial solutions, contributing to the success of our clients and the wider community. Your role will involve working closely with internal partners to develop comprehensive Treasury solutions and support the Payments line of business.
Job responsibilities
- Support the Payment Sales Managers with their portfolio of clients
- Understand the clients' treasury and cash management structure and objectives, including their account structure, cash flow, and product usage
- Assist with Request for Information (RFP) / Request for Proposal (RFI) responses and coordinate with internal teams to complete any ad-hoc analysis (including cost/benefit analysis, pricing and profitability models, etc.)
- Develop knowledge and an understanding of the JPMorgan Payments products, pricing philosophy, and billing process/procedures
- Assist with call preparation/follow-up, pre-meeting customer research & client pitch books and lead the preparation of account plans, business strategy reviews, briefing memos and relationship reviews
- Coordinate with product partners to develop and deliver best-in-class solutions for JPMorgan’s global clients and assist in the write-up of presentations/memos for various committee meetings/deal approval forums
- Understand and stay up-to-date on industry topics and market themes, including developing an understanding of the competition's products and positioning with the client
- Help the team grow by contributing to sales and revenue goals through identification of product extensions and growth opportunities for non-complex sales situations, as well as supporting Payments Sales Managers and Bankers on new bids
- Help our clients navigate the JPMorgan ecosystem and be accountable as part of the client relationship team
- Review and analyse data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc.
- Coordinate new client onboardings, KYC and new business implementation to ensure a smooth process for the client and ongoing high level of service support
Required qualifications, capabilities, and skills
- Demonstrate excellent verbal and written communication skills (English is essential)
- Demonstrate high degree of diligence and personal ownership/accountability
- Have a winning mindset and be goal-oriented, with the ability to show innovation and critical thinking to solve problems
- Manage projects/meetings and coordinate follow-ups with senior stakeholders
- Demonstrate time management, organizational and planning skills
- Build relationships with key stakeholders and mobilize internal networks/resources to deliver results effectively
- Navigate and collaborate across the organization to optimise product and service delivery whilst developing, maintaining and enhancing client relationships.
- Work under pressure to tight timeframes and on own initiative, prioritizing accordingly
- Use various PC and internet-based systems to manage portfolio, must be proficient in Excel, Word and PowerPoint
Preferred qualifications, capabilities and skills