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 in Commercial Banking who will help build client relationships and deliver tailored treasury solutions.

You will collaborate with Treasury Management Officers, prepare proposals, analyze pricing and profitability, and support the end-to-end sales cycle. This role includes a structured three-year development plan to progress into more senior Treasury Solutions roles and broaden your banking expertise.

Qualifications

• Bachelor's Degree required.
• 3+ years’ banking and treasury experience.
• Strong time management and multitasking in a fast-paced environment.
• Superior verbal and written communication skills.
• Understanding of Treasury Solutions products, pricing philosophy, and billing.
• Proficiency in PowerPoint, Excel and Word.

Responsibilities

• Collaborate with the 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 understanding of clients' Treasury cash management structure and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Develop understanding of 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

Verbal communication

Written communication

Multitasking

Sales mindset

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Irvine, CA is seeking a Treasury Sales Associate in Commercial Banking who will help build client relationships and deliver tailored treasury solutions.

You will collaborate with Treasury Management Officers, prepare proposals, analyze pricing and profitability, and support the end-to-end sales cycle. This role includes a structured three-year development plan to progress into more senior Treasury Solutions roles and broaden your banking expertise.