Teams at JPMorganChase

Manage a portfolio of 100-130 small business clients, deliver tailored business banking and cash management solutions, identify credit opportunities up to ~$500K, conduct in-person client and prospect visits, collaborate with specialists across lines of business, and follow risk management and regulatory protocols.

Provide executive-level administrative support including managing complex calendars, domestic/international travel and expenses, coordinating local events and client visits, maintaining confidential records, handling site logistics and facilities support, and collaborating with stakeholders to improve efficiency and back-up coverage.

Lead Payments sales within the Enterprise Technology vertical, building pipeline and client relationships across software, hardware, semiconductor, and IT sectors. Sell payments solutions, drive revenue and profitability, coordinate with internal partners, write proposals and respond to RFPs, develop account strategies, and coach junior payments team members.