Treasury Solutions Sales Associate

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte seeks a Treasury Sales Associate in Commercial Banking to drive new sales targets, manage client relationships, and contribute to portfolio growth as part of a three-year development plan.

You will work with Treasury Management Officers, pricing, and product partners to deliver tailored cash management solutions and ensure accurate billing and implementation. The role emphasizes relationship building, client focus, and progression into senior Treasury roles

Qualifications

• Bachelor's degree in a relevant field and 3+ years in banking/treasury.
• Strong time management, organization, and planning skills in fast-paced settings.
• Excellent verbal and written communication and collaboration skills.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals to identify 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

Three+ years banking/treasury

Time management

Verbal & written communication

Understanding treasury solutions

Pricing & billing understanding

Microsoft Office

Ambition for sales contributor

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in Charlotte seeks a Treasury Sales Associate in Commercial Banking to drive new sales targets, manage client relationships, and contribute to portfolio growth as part of a three-year development plan.

You will work with Treasury Management Officers, pricing, and product partners to deliver tailored cash management solutions and ensure accurate billing and implementation. The role emphasizes relationship building, client focus, and progression into senior Treasury roles