Work with Bankers and other LOBs to build and manage the firm’s relationships with Local Large Corporate clients & Multinationals based in CAC, helping to maintain regular calling across the client portfolio
Work intimately with domestic and overseas coverage and product partners to identify opportunities to provide sophisticated treasury solutions to clients
Stay current on all aspects of the client relationship, including revenue levels, credit exposure, KYC compliance etcetera
Conduct comprehensive client analysis to identify strategic opportunities to market JPMorgan's payments services products and solutions to address client specific needs
Negotiate and finalize documentation for pricing updates, RFPs, client events and other ad-hoc proposals
Responsible of Know Your Client (KYC) processes as related to record remediation, renewals and new on-boarding
Manage and respond to client screening and disposition requests (GFCC, sanctions, AML, anti-corruption, PEP, news, etc.)
Manage pipeline information accuracy and other sales governance processes through Corporate sales tool
Streamline reporting and create scalability in order to support new initiatives
Required qualifications, capabilities, and skills
Have strong sales skills, analytical toolkit as well as good research abilities
Strong work ethic, ability to work with confidential information
Large ability to multi-task, prioritize and meet key deadlines, delivering in a fast-moving business environment
Highly independent with good ability to work efficiently with offshore teams
Minimum 5-year experience in Portfolio Management or Core Cash Sales
Proactive with strong initiative and good team player with ability to take ownership
Travel is required around 15% of time
Fluency in English and Spanish communication; written and verbal
Strong Excel and PowerPoint skills
Knowledge of Corporate Banking / Cash management and investment products