Treasury Services Sales & Implementation Specialist

JPMorgan Chase; Plano (TX); On-site; USD 73,000 - 100,000; Full time

Job summary

JPMorgan Chase, based in Plano, TX, is seeking a Treasury Sales Support Associate within the Commercial Bank Payment Services organization. The role supports new sales targets and portfolio growth through high-quality implementation requests and billing accuracy.

You will assist Treasury Management Officers with implementations, ensuring internal controls and policies are followed. The position offers opportunities to develop Treasury Services product knowledge and progress into other Treasury

Qualifications

• Bachelor's Degree required.
• Understanding Treasury Services products, pricing and billing processes.
• Strong verbal and written communication skills with ability to mobilize internal networks.
• Excellent time management, organization and multitasking in a fast-paced environment.

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 to enhance client experience.
• Apply required control procedures.

Skills

Analytical skills

Microsoft Office

Time management

Communication skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JPMorgan Chase, based in Plano, TX, is seeking a Treasury Sales Support Associate within the Commercial Bank Payment Services organization. The role supports new sales targets and portfolio growth through high-quality implementation requests and billing accuracy.

You will assist Treasury Management Officers with implementations, ensuring internal controls and policies are followed. The position offers opportunities to develop Treasury Services product knowledge and progress into other Treasury