Treasury Solutions Sales Associate

Archer; Plano (TX); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Treasury Sales Associate in Commercial Banking as part of a collaboration with Archer.

The role focuses on building client relationships and delivering tailored treasury solutions to meet growth objectives, with exposure to pricing, profitability analysis and cross-functional collaboration. Three-year development plan targets progression toward Treasury Management Officer, with opportunities to advance within the Treasury Solutions group.

Qualifications

• Bachelor's Degree
• Three+ years' relevant banking and treasury experience
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources
• Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
• 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 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

Multitasking

Verbal & written comms

Pricing & billing understanding

Microsoft Office

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Treasury Sales Associate in Commercial Banking as part of a collaboration with Archer.

The role focuses on building client relationships and delivering tailored treasury solutions to meet growth objectives, with exposure to pricing, profitability analysis and cross-functional collaboration. Three-year development plan targets progression toward Treasury Management Officer, with opportunities to advance within the Treasury Solutions group.