Treasury Solutions Sales Associate

Aumni; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Philadelphia seeks a Treasury Sales Associate in Commercial Banking to drive new sales, manage client relationships, and contribute to portfolio growth. The role supports a three-year development plan toward senior Treasury Solutions roles and works with TMO on client proposals across cash management solutions.

The position requires a Bachelor's Degree and 3+ years in banking/treasury, plus strong communication and MS Office skills to build and price client solutions.

Qualifications

• Bachelor's degree required.
• Three+ years of banking and treasury experience.
• Strong time management, organizational and planning skills in a fast-paced environment.
• Superior verbal and written communication skills to mobilize internal resources.
• Ability to understand Treasury Solutions products, pricing philosophy, and billing processes.
• Proficiency in Microsoft Office (PowerPoint, Excel and Word).
• Ambition to develop into an individual sales contributor.

Responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify Treasury solutions, perform cost and benefit analysis, competitive 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 and market.
• Work with the TMOs 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

Microsoft Office

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Word

Job description

JPMorgan Chase & Co. in Philadelphia seeks a Treasury Sales Associate in Commercial Banking to drive new sales, manage client relationships, and contribute to portfolio growth. The role supports a three-year development plan toward senior Treasury Solutions roles and works with TMO on client proposals across cash management solutions.

The position requires a Bachelor's Degree and 3+ years in banking/treasury, plus strong communication and MS Office skills to build and price client solutions.