Treasury Sales Support Associate

Testing Site - JPMC; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Job summary

Testing Site - JPMC in Chicago seeks a Treasury Services Support Associate within the Commercial Bank Payment Services team to support new sales targets through accurate implementation requests and proper billing controls.

You will provide SME for scope, join calls, coordinate with Sales, handle billing inquiries, and contribute to process improvements. Strong communication, multitasking, and Excel skills are key for success.

Qualifications

• Bachelor's Degree required.
• Ability to understand Treasury Services products, pricing, and billing processes.
• Strong verbal and written communication skills with the ability to mobilize internal networks and resources.
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment.
• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills.

Responsibilities

• Provide subject matter expertise, confirm scope, products, and services
• Initiate implementation requests for new business with clients
• Own process for simple implementations
• Join initial implementation calls for complex implementations to ensure accuracy of request
• Coordinate with Sales and implementation regarding potential client change requests
• Submit billing information; including billing adjustments
• Support ad-hoc requests (e.g., billing inquiries)
• Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
• Apply required control procedures

Skills

Treasury Services knowledge

Billing processes

Verbal and written communication

Time management

MS Office proficiency

Analytical skills

Education

Bachelor's Degree

Tools

MS Office

Job description

Are you customer focused, enjoy providing quality support? You have found the right team.

As a Treasury Services Support Associate within the Commercial Bank Payment Services organization, you will be responsible for contributing to new sales targets and to the achievement of portfolio growth objectives through the successful submission of high quality implementation requests. You will provide support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, guaranteeing proper internal controls and policies are followed. Overtime you will develop working knowledge of Treasury Services products and skills over time for a successful career within many other Treasury Management functions, Implementations, Product, Risk and Controls, and/or Client Service.

Job responsibilities

• Provide subject matter expertise, confirm scope, products, and services
• Initiate implementation requests for new business with clients
• Own process for simple implementations
• Join initial implementation calls for complex implementations to ensure accuracy of request
• Coordinate with Sales and implementation regarding potential client change requests
• Submit billing information; including billing adjustments
• Support ad-hoc requests (e.g., billing inquiries)
• Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
• Apply required control procedures

Required qualifications, capabilities, and skills

• Bachelor's Degree
• Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills