Treasury Sales Associate - Mid-Corporate Banking

JPMorganChase

Chicago (IL)

Vor Ort

USD 85.000 - 110.000

Vollzeit

Vor 4 Tagen
Sei unter den ersten Bewerbenden

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Zusammenfassung

JP Morgan Chase is seeking a Treasury Sales Associate in Commercial Banking to help drive new sales targets, manage client relationships, and grow the portfolio. The role supports a three-year development plan aimed at progressing to senior Treasury Solutions positions, including potential management of client relationships and expansion of service offerings.

The position emphasizes collaboration with Treasury partners, accurate pricing and billing, and delivering comprehensive cash management

Qualifikationen

  • Bachelor's degree required.
  • 3+ years' banking and treasury experience.
  • Superior verbal and written communication skills.

Aufgaben

  • Collaborate with the Treasury Management Officer on client proposals to identify Treasury solutions 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.

Kenntnisse

Treasury sales experience
Communication skills
Time management

Ausbildung

Bachelor's Degree

Tools

Microsoft Office

Jobbeschreibung

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
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