Treasury Sales Associate - Commercial Term Lending

JPMorganChase; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in Irvine, CA is seeking a Treasury Sales Associate in Commercial Banking who focuses on building client relationships and delivering tailored financial solutions to help clients grow and manage liquidity.

You will partner with the Treasury Management Officer on proposals, pricing, and profitability analyses, coordinate with product partners to deliver complete treasury solutions, and support the sales cycle to drive portfolio growth.

Qualifications

• Bachelor's degree required.
• 3+ years of banking and treasury experience.
• Strong communication and relationship-building skills.
• Ability to analyze pricing and profitability.
• Proficiency with MS Office applications.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals and pricing.
• Prepare materials for client discussions and research client needs.
• Develop understanding of clients' treasury cash management objectives.
• Coordinate with product partners to deliver comprehensive treasury solutions.
• Stay informed on competitors' products and market positioning.
• Support the sales cycle to manage pipeline and ensure timely services and pricing.
• Assist with implementation, pricing accuracy, and billing processes.

Skills

Banking experience

Treasury knowledge

MS Office

Relationship-building

Communication skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

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 for a progression of job functions to 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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centres, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organisations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.