Escrow Sales Associate / Analyst - Payments

The Escrow Sales Associate/Analyst in Liquidity and Account Solutions Escrow will support select Escrow Sales Executives in their efforts to generate new business revenue while adhering to service capabilities and proper risk controls and processes. This involves ensuring Anti-Money Laundering/Know Your Customer ("KYC") requirements are met in compliance with the USA PATRIOT Act, accurate and timely processing of KYC records, maintaining a relationship management system, loading all deal information into the sales system, managing the deal pipeline and related meetings, assisting with client correspondence and preparing and delivering marketing materials related to prospecting. The Global Escrow business provides independent third-party account solutions and is a century-old franchise in the US with an expanded footprint into Europe, Asia, and Latin America. Customers view J.P. Morgan as a trusted and financially strong escrow agent and benefit from our global network, product expertise and dedicated client service. As an Escrow Sales Associate/Analyst in the Global Escrow business you will develop a thorough understanding of Escrow products & services, risk inherent in our daily business, the clients and intermediaries we serve and associated sales strategies.,

• Reviews clients before onboarding to ensure appropriate documentation is requested
• Handles communication with clients, Sales, Wholesale Client Onboarding (WKO) and Client Service to coordinate proper collection, tracking and loading of necessary KYC documentation
• Oversees KYC approval process by answering client and internal questions, addressing system issues and ensuring adequate KYC checks have been performed in advance of the deal closing
• Partners with WKO and Compliance regarding risk issues or miscellaneous follow-up questions as they arise and escalate as necessary
• Timely and accurate inputs of deal information and call report activities into internal sales system and oversight of pipeline report and weekly pipeline meeting
• Works closely with Sales to advance business development by assisting in research and sales call preparation
• Develops understanding of deal acceptance criteria in order to be able to mitigate risk exposure to the firm.
• Assists with client correspondence, including preparation of marketing materials, thank-you cards, follow-up materials
• Handles additional sales support activities and projects as they arise and serve in a back-up capacity during Sales Executives' travel, including phone coverage and new deal responsibilities
  
  Demonstrated effective working relationships with colleagues and experience of fostering a team mentality
• Customer-focused, with the ability to prioritize and handle multiple tasks simultaneously while working in a high-volume, fast-paced environment
• Excellent verbal and written communication, as well as organization and time-management skills
• Ability to think critically, learn rapidly, generate ideas and use creativity for new business development support
• Proficient in MS Office (Word, Excel, PowerPoint) with the ability to learn and use various PC/internet-based systems.
• Positive attitude, team-oriented, hard-working, enthusiastic
• Experience in Banking or related Financial Services field
Preferred qualifications, capabilities, and skills
• Experience using Saleforce customer relationship management software platform
  
  J.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., The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.