Treasury Sales Associate -Emerging Middle Market

JP Morgan Chase; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

JP Morgan Chase in Plano, TX is seeking a Treasury Sales Associate in Commercial Banking who will help meet new sales targets, manage client relationships, and drive portfolio growth.

You will participate in a three-year development plan designed to progress through Treasury Solutions roles, from proposal development to pricing, implementation, and higher-level client stewardship.

Qualifications

• Bachelor's degree required.
• Three+ years of banking/treasury experience.
• Strong time management and organizational skills.
• Excellent verbal and written communication skills.
• Understanding of Treasury Solutions products, pricing, and billing processes.
• Proficiency with Microsoft Office (PowerPoint, Excel, Word).
• Ambition to develop into an individual sales contributor.

Responsibilities

• Collaborate with 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 review materials, pitch books, account plans, and customer research.
• Develop understanding of clients' Treasury cash management structure and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Learn competitors’ products and positioning within client and market.
• Work with the TMO 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 pricing and billing.

Skills

Bachelor's Degree

Banking experience

Time management

Communication skills

Treasury knowledge

MS Office

Sales orientation

Education

Bachelor's Degree

Tools

MS 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 for a 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