Treasury Sales Associate -Middle Market

Testing Site - JPMC; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Testing Site - JPMC in Plano, TX is seeking a Treasury Sales Associate in Commercial Banking. You will help drive new sales targets, manage client relationships and contribute to portfolio growth as part of a structured development program.

You’ll collaborate with Treasury Management Officers, prepare client materials, analyze pricing and profitability, and coordinate with product partners to deliver comprehensive treasury solutions while advancing toward senior roles within Treasury Solutions.

Qualifications

• Bachelor's Degree required.
• Three+ years’ banking/treasury experience.
• Strong communication and collaboration skills.
• Proficiency with Microsoft Office (PowerPoint, Excel, Word).
• Ability to multitask in a fast-paced environment.

Responsibilities

• Collaborate on client proposals to identify Treasury solutions.
• Prepare relationship reviews, pitch books, and account plans.
• Understand clients' Treasury cash management objectives.
• Coordinate with product partners for comprehensive solutions.
• Support sales cycle with pipeline management and pricing accuracy.
• Work with TMO and internal partners to implement solutions.

Skills

Time management

Organizational skills

Communication skills

Multitasking

Verbal and written communication

Education

Bachelor's Degree

Tools

Microsoft 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 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