Treasury Sales & Solutions Specialist

JP Morgan Chase

Chicago (IL)

On-site

USD 85,000 - 110,000

Full time

8 days ago

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Job summary

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

Qualifications

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

Responsibilities

  • 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.

Skills

Treasury sales experience
Communication skills
Time management

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

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

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