Treasury Sales Associate - Life Sciences

Testing Site - JPMC; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Testing Site - JPMC is seeking a Treasury Sales Associate in Commercial Banking to contribute to new sales targets and manage business relationships, driving portfolio growth.

The role offers a three-year development plan to progress within Treasury Solutions toward senior roles, such as Treasury Management Officer, with a strong emphasis on collaboration with internal partners and accurate pricing and billing.

Qualifications

• Bachelor's degree required for the role.
• Three+ years of banking/treasury experience preferred.
• Strong time management, organization and planning abilities.
• Excellent verbal and written communication; ability to mobilize internal resources.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals and pricing.
• Prepare relationship review materials, pitch books, and account plans.
• Develop understanding of clients' cash management structures and objectives.
• Coordinate with product partners to craft comprehensive Treasury solutions.
• Analyze competitors' products and positioning in client markets.

Skills

Banking experience

Treasury solutions knowledge

Time management

Organizational skills

Planning skills

Communication skills

Sales potential

Education

Bachelor's Degree

Tools

MS 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 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