Job Responsibilities - Achieve new business goals and annual sales targets by identifying prospects and opportunities, developing strategic calling plans, and engaging senior stakeholders to win and deepen client relationships.
- Sell the full Payments and Treasury Services suite, including cash management and clearing, liquidity, foreign exchange, merchant services, and trade and working capital solutions.
- Build and manage a pipeline of potential new business wins, maintaining clear visibility on opportunities, assumptions, next steps, and expected revenues throughout the sales process.
- Build trusted, long-term client relationships through a consultative approach, identifying opportunities to support clients' treasury, payments, liquidity, and broader business objectives.
- Maximize client profitability through appropriate pricing, product extensions, and cross-selling integrated solutions across J.P. Morgan.
- Prepare client account plans, financial and market analysis, briefing materials, and portfolio management reports to support business development and client strategy.
- Manage the end-to-end sales and client lifecycle, including coordination of onboarding, implementation, KYC/AML requirements, renewals, and ongoing delivery.
- Raise and coordinate the resolution of business, operational, risk, legal, compliance, AML, and sanctions-related matters, escalating as appropriate.
- Partner across J.P. Morgan, including Coverage, Product, Client Service, and Implementation teams, to execute client strategies, optimize product and service delivery, and strengthen the broader franchise.
Required Qualifications, Capabilities & Skills - Minimum 5 years of relevant experience in Treasury Services, Transaction Banking, Cash Management, or Payments sales, preferably covering NBFI clients, including Fintech and/or Insurance companies.
- Demonstrated ability to develop and deepen relationships with senior client stakeholders and successfully originate, win, and close new business.
- Strong product knowledge across payments, cash management, liquidity, foreign exchange, and information reporting, with experience developing integrated, multi-product solutions.
- Strong understanding of the Chilean transaction banking landscape and the relevant regulatory, AML/KYC, sanctions, risk, and control environment.
- Excellent interpersonal, written, verbal, presentation, and stakeholder management skills, with fluency in Spanish and English.
- Strong organizational and analytical skills, with a disciplined approach to pipeline management and the ability to manage multiple priorities and act with initiative.
- Effective partnership mindset and demonstrated ability to collaborate and influence across internal and external stakeholders, cultures, products, and geographies.
- Ambitious, commercially driven, and detail-oriented, with a strong focus on execution, client outcomes, and balanced risk/reward decision-making.
Preferred Qualifications, Capabilities & Skills - Bachelor's degree or equivalent in Finance, Business Administration, or a related field.
- Established network and experience working with Chilean-headquartered and multinational NBFI clients.
- Experience covering Fintech, Insurance, Payment Service Providers, digital platforms, digital assets, or other emerging financial-services business models.
- Broader knowledge of global Payments and Treasury Services products, including merchant acquiring and trade and working capital solutions.
ABOUT USJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAMJ.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
