Treasury Sales Associate - Mid-Corporate Banking

JP Morgan Chase; Chicago (IL); On-site; USD 65,000 - 110,000; Full time

Job summary

JP Morgan Chase in Chicago is seeking a Treasury Sales Associate to help drive new sales targets and manage client relationships within Commercial Banking. The role supports portfolio growth and a three-year development plan toward more senior Treasury Solutions roles.

You will collaborate with the Treasury Management Officer and product partners to deliver tailored cash management solutions, pricing, and implementation support for clients.

Qualifications

• Bachelor's Degree required.
• Three+ years of banking and treasury experience.
• Strong time management, organizational and planning skills; able to multitask in a fast-paced environment.
• Superior verbal and written communication; able to mobilize internal networks and resources.
• Ability to understand Treasury Solutions products, pricing philosophy, and billing processes.

Responsibilities

• Collaborate with the Treasury Management Officer (TMO) 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 conducting customer research.
• Develop 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 and market.
• Work with the TMOs 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.

Skills

Time management

Organizational skills

Verbal communication

Written communication

Pricing & billing understanding

MS Office

Relationship building

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft 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 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