Treasury Sales Associate -Emerging Middle Market

Next Frontier Capital; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. invites applications for a Treasury Sales Associate within Commercial Banking. The role focuses on building client relationships, contributing to new sales targets, and growing portfolios through collaboration with Treasury Management Officers and product partners.

A clear path is outlined toward progressing into senior Treasury Solutions roles. The position emphasizes strong financial analysis, pricing, and cross-functional collaboration to deliver integrated Treasury

Qualifications

• Bachelor's degree required.
• Three+ years’ banking and treasury experience.
• Strong time management and multitasking skills in a fast-paced environment.
• Excellent verbal and written communication with internal networks.
• Understanding of Treasury Solutions products, pricing, and billing processes.
• Proficiency in PowerPoint, Excel and Word.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals to identify Treasury solutions, perform cost/benefit analysis, pricing and profitability modeling.
• Assist with client call preparation by creating relationship materials and conducting research.
• Develop understanding of clients' Treasury cash management structures and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Understand competitors’ products and positioning in the market.
• Work with TMOs to manage sales pipeline and pricing/billing during the sales cycle.
• Coordinate with internal partners for implementation, product ramp-up, and accurate pricing/billing.

Skills

Bachelor's Degree

Banking experience

Time management

Verbal and written communication

Treasury product knowledge

Microsoft Office

Sales drive

Education

Bachelor's degree

Tools

Microsoft Office (PowerPoint, Excel, Word)

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

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 centers, 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, color, 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

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 organizations, 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.

Join the team providing financial solutions to clients across the country