Treasury Solutions Growth Specialist

Testing Site - JPMC; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Testing Site - JPMC in New York seeks a Treasury Sales Associate to contribute to new sales targets, manage client relationships, and drive portfolio growth within Commercial Banking.

You will work with Treasury Management Officers, develop client proposals, perform cost/benefit analyses, and coordinate with product partners to deliver comprehensive Treasury solutions throughout the sales cycle.

Qualifications

• Bachelor's degree required.
• 3+ years banking/treasury experience.
• Strong time management and multitasking in a fast-paced environment.
• Excellent verbal and written communication.
• Understand Treasury solutions, pricing, and billing.
• Proficient in PowerPoint, Excel, Word.

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 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 knowledge

Relationship mgmt

Pricing

MS Office

Communication

Time management

Multitasking

Billing process

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Testing Site - JPMC in New York seeks a Treasury Sales Associate to contribute to new sales targets, manage client relationships, and drive portfolio growth within Commercial Banking.

You will work with Treasury Management Officers, develop client proposals, perform cost/benefit analyses, and coordinate with product partners to deliver comprehensive Treasury solutions throughout the sales cycle.