Bulge Bracket Investment Banks

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**Global Trade Senior Sales Associate - Trade & Working Capital** - **Plano, TX, USA** - Build sector-specific sales strategies, prospect and engage clients in sales cycles alongside senior sales officers - Manage deal lifecycle from pitch to close, delivering advisory and execution expertise to corporate banking clients - Key responsibilities involve prospecting, client management, deal origination, client advisory, portfolio management, and issue resolution - **3+ years** of experience in sales, client service, or related functions - Required skills: strong communication, presentation, organizational, analytical, and strategic thinking skills - Collaborative team player with self-motivation and energy for fast-paced environments - Preferred: college degree, basic financial knowledge, and keen interest in learning the business - Relevant technologies: CRM, data management tools

Compensation: Not specified
City: Plano
Country: United States

Full Job Description

Location: Plano, TX, United States

You enjoy building a sector specific sales go to market strategy, prospecting and engaging clients in the sales cycle alongside senior sales officers, and guiding the internal lifecycle of a deal from pitch to close. Join our dynamic team and make a meaningful impact by delivering high-quality advisory and execution expertise to corporate banking clients.

As a Global Trade Sales Associate in Trade and Working Capital, you will support Trade Sales Officers in end-to-end ownership of a portfolio of clients and bankers, responsible for Trade business development, management of client strategies, origination of profitable business in line with those strategies, client advisory, portfolio management, and issue resolution working closely with Corporate Bankers, Credit, Operations, Trade and various internal business partners across Lines of Business.

Trade & Working Capital (T&WC) is a division of J.P. Morgan Payments. For more than 200 years, J.P. Morgan has helped clients make trade payments, access liquidity, and manage risk. We connect counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Monetization, Inventory Finance, Working Capital Lending, Export Agency Finance, and Traditional Trade solutions. Our institutional strength, practical expertise, comprehensive technology, and financial partner network enable us to deliver global solutions, when and where our clients need them. Leveraging one of the worlds largest Trade Finance investor networks, we scale funding to support this growing asset class on a global basis.

Job responsibilities

Supports officers with industry research, public filings, and financial statement due diligence to identify prospective clients

Creates and tailors pitch content for client presentations

Collaborates during sales calls and assist in leading internal efforts to close deals

Writes detailed reports for deals committee reviews

Calculates deal returns and profitability for term sheet negotiations

Supports team with general CRM and data management tasks

Demonstrates aptitude in mastering the fundamentals of Trade and Working Capital Finance, including Supply Chain Finance, Receivables Finance, Inventory Finance, Contract Monetization, Dynamic Discounting, and commercial letters of credit

Builds skills in enterprise sales origination and closing

Expands understanding of credit underwriting processes

Works towards the ultimate goal of owning own client base and portfolio

Required qualifications, capabilities, and skills

3+ year of experience in Sales, Client Service, Portfolio Management support, or Operations

Exhibit excellent communication skills

Demonstrate strong presentation skills

Showcase strong organizational and multi-tasking abilities

Apply project management skills with attention to detail

Utilize strategic thinking and analytical skills

Display a sense of ownership and responsibility

Thrive in collaborative work settings

Operate independently with self-motivation and high energy in fast-paced environments

Aspire to become a sales officer

Preferred qualifications, capabilities, and skills

College degree

Basic understanding of financial statements, finance, and/or accounting

Desire to learn the business

Trade & Working Capital Sales Associate to target region and varying industries

Full Job Description

Location: Plano, TX, United States

Job responsibilities

Supports officers with industry research, public filings, and financial statement due diligence to identify prospective clients

Creates and tailors pitch content for client presentations

Collaborates during sales calls and assist in leading internal efforts to close deals

Writes detailed reports for deals committee reviews

Calculates deal returns and profitability for term sheet negotiations

Supports team with general CRM and data management tasks

Builds skills in enterprise sales origination and closing

Expands understanding of credit underwriting processes

Works towards the ultimate goal of owning own client base and portfolio

Required qualifications, capabilities, and skills

3+ year of experience in Sales, Client Service, Portfolio Management support, or Operations

Exhibit excellent communication skills

Demonstrate strong presentation skills

Showcase strong organizational and multi-tasking abilities

Apply project management skills with attention to detail

Utilize strategic thinking and analytical skills

Display a sense of ownership and responsibility

Thrive in collaborative work settings

Operate independently with self-motivation and high energy in fast-paced environments

Aspire to become a sales officer

Preferred qualifications, capabilities, and skills

College degree

Basic understanding of financial statements, finance, and/or accounting

Desire to learn the business

Trade & Working Capital Sales Associate to target region and varying industries

Trade & Working Capital - Global Trade Senior Sales Associate

Full Job Description

SIMILAR OPPORTUNITIES

Trade & Working Capital - Global Trade Sales Originator - Vice President

Global Trade Finance Associate Lead - CIB

Global Trade Solutions Sales Manager

Trade Management Senior Associate

Analyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD Securities

Trade & Working Capital - Global Trade Senior Sales Associate

Full Job Description

SIMILAR OPPORTUNITIES

Trade & Working Capital - Global Trade Sales Originator - Vice President

Global Trade Finance Associate Lead - CIB

Global Trade Solutions Sales Manager

Trade Management Senior Associate

Analyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD Securities