Treasury Sales Associate - Commercial Term Lending

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA is seeking a Treasury Sales Associate in Commercial Banking who will help build client relationships and deliver tailored treasury solutions.

You will collaborate with Treasury Management Officers, prepare proposals, analyze pricing and profitability, and support the end-to-end sales cycle. This role includes a structured three-year development plan to progress into more senior Treasury Solutions roles and broaden your banking expertise.

Qualifications

• Bachelor's Degree required.
• 3+ years’ banking and treasury experience.
• Strong time management and multitasking in a fast-paced environment.
• Superior verbal and written communication skills.
• Understanding of Treasury Solutions products, pricing philosophy, and billing.
• Proficiency in PowerPoint, Excel and Word.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals to identify Treasury solutions, perform cost and benefit analysis, pricing and profitability models.
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research.
• Develop understanding of clients' Treasury cash management structure and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Develop understanding of competitors’ products and positioning within the client & market.
• Work with the TMO’s throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing.

Skills

Time management

Verbal communication

Written communication

Multitasking

Sales mindset

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

Job responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
• Develop an understanding of clients' Treasury cash management structure and objectives
• Coordinate with product partners to develop comprehensive Treasury solutions
• Develop and understand competitors’ products and positioning within the client & market
• Work with the TMO’s throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Required qualifications, capabilities, and skills

• Bachelor's Degree
• Three+ years’ relevant banking and treasury experience
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources
• Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
• Proficiency in Microsoft Office (PowerPoint, Excel and Word)
• Ambition to develop into an individual sales contributor

Preferred qualifications, capabilities, and skills

• Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
• Sales, portfolio management or relationship management experience
• Qualitative and quantitative skills

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries