Treasury Solutions Sales Associate

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

Job summary

JPMorgan Chase & Co. in Irvine, CA is seeking a Treasury Sales Associate to help drive new sales targets and manage client relationships. You will participate in developing treasury solutions, pricing, and profitability analysis within Commercial Banking.

The role emphasizes collaboration with product partners, pipeline management, and a path toward senior Treasury Solutions roles as you grow within the firm. A Bachelor's degree and banking experience are required.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant banking and treasury experience.
• Strong time management, organizational, and planning skills.
• Excellent verbal and written communication; ability to mobilize internal resources.
• Proficiency in Microsoft Office.

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

Time management

Organizational skills

Planning skills

Verbal communication

Written communication

Multitasking

Networking skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Irvine, CA is seeking a Treasury Sales Associate to help drive new sales targets and manage client relationships. You will participate in developing treasury solutions, pricing, and profitability analysis within Commercial Banking.

The role emphasizes collaboration with product partners, pipeline management, and a path toward senior Treasury Solutions roles as you grow within the firm. A Bachelor's degree and banking experience are required.