Treasury Solutions Sales Associate

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas is seeking a Treasury Sales Associate in Commercial Banking who will help meet new sales targets, manage client relationships, and drive portfolio growth.

This role supports a three-year development plan to broaden skills and prepare for progression into senior Treasury Solutions roles within the firm. Collaborating with Treasury Management Officers, product partners, and internal teams, you will analyze client cash management needs, craft tailored solutions, and

Qualifications

• Three+ years’ relevant banking and treasury experience
• Bachelor's Degree required
• Proficiency in Microsoft Office (PowerPoint, Excel and Word)

Responsibilities

• Collaborate with Treasury Management Officer on client proposals to identify Treasury solutions, perform cost and benefit analysis, pricing and 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

Time management

Organizational skills

Planning

Verbal communication

Written communication

Microsoft Office

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Dallas is seeking a Treasury Sales Associate in Commercial Banking who will help meet new sales targets, manage client relationships, and drive portfolio growth.

This role supports a three-year development plan to broaden skills and prepare for progression into senior Treasury Solutions roles within the firm. Collaborating with Treasury Management Officers, product partners, and internal teams, you will analyze client cash management needs, craft tailored solutions, and