Treasury Sales Associate -Middle Market

JPMorgan Chase & Co.; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

A leading financial services firm in Texas is seeking a Treasury Sales Associate to enhance business relationships and drive sales targets within commercial banking. In this role, you will collaborate on proposals, prepare client materials, and manage the sales pipeline while ensuring timely pricing and implementation of Treasury solutions. The ideal candidate will have a Bachelor's Degree and over three years of relevant banking experience, alongside strong communication and organizational skills. Join us to advance your career in a dynamic environment.

Qualifications

• Three+ years of relevant banking and treasury experience.
• Ability to understand Treasury Solutions products and pricing.
• Ambition to develop into an individual sales contributor.
• 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.

Responsibilities

• Collaborate with clients to identify appropriate Treasury solutions.
• Assist with client call preparation and research.
• Work with the TMO throughout the sales cycle.
• Coordinate with product partners to develop comprehensive Treasury solutionsDevelop 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

Skills

Time management

Organizational skills

Verbal communication

Written communication

Multitasking

Microsoft Office proficiency

Multitask

Education

Bachelor's Degree

Tools

Microsoft PowerPoint

Microsoft Excel

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 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 solutionsDevelop 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