About this role
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.