Treasury Solutions Advisor

JPMorganChase; Plano (TX); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

JPMorganChase in Plano, TX is seeking a Treasury Sales Associate within Commercial Banking to contribute to new sales targets, manage client relationships and drive portfolio growth.

The role offers a structured three-year development program designed for progression through Treasury Solutions, including exposure to pricing, client proposals, and cross-functional collaboration with product partners to deliver comprehensive cash-management solutions.

Competenze

• 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

Mansioni

• 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

Conoscenze

Time management

Organizational skills

Verbal and written communication

Relationship building

Sales mindset

Ambition to develop into an individual

Formazione

Bachelor's Degree

Strumenti

PowerPoint

Excel

Word

Microsoft Office

Descrizione del lavoro

JPMorganChase in Plano, TX is seeking a Treasury Sales Associate within Commercial Banking to contribute to new sales targets, manage client relationships and drive portfolio growth.

The role offers a structured three-year development program designed for progression through Treasury Solutions, including exposure to pricing, client proposals, and cross-functional collaboration with product partners to deliver comprehensive cash-management solutions.