Treasury Solutions Sales Associate

JPMorgan Chase & Co.

San Francisco (CA)

On-site

USD 90,000 - 120,000

Full time

7 days ago
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Job summary

JPMorgan Chase & Co. is seeking a Treasury Sales Associate in Commercial Banking to contribute to new sales targets, manage business relationships, and grow a client portfolio.

The role includes working with Treasury solutions to deliver tailored financial services and collaborating with internal partners to ensure pricing accuracy. You will participate in a three-year development plan to progressively take on more senior responsibilities within Treasury Solutions, with a clear path to roles

Qualifications

  • Bachelor's degree required.
  • Three+ years' banking and treasury experience.
  • Strong time management and ability to multitask.
  • Superior verbal and written communication skills.
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing processes.
  • Proficiency in Microsoft Office.
  • Ambition to develop into an individual sales contributor.

Responsibilities

  • Collaborate with the Treasury Management Officer on client proposals to identify Treasury solutions and perform cost analyses.
  • Assist with client call preparation by creating relationship review materials and pitch books.
  • Develop understanding of clients' Treasury cash management structure and objectives.
  • Coordinate with product partners to develop comprehensive Treasury solutions.
  • Understand competitors' products and positioning within client and market.
  • Work with the TMO's to manage pipeline and ensure timely pricing and billing.
  • Collaborate with internal partners to ensure successful implementation, product ramp-up and pricing accuracy.

Skills

Time management
Organizational skills
Planning skills
Verbal and written communication
Relationship building
Understanding Treasury solutions
Billing knowledge

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. is seeking a Treasury Sales Associate in Commercial Banking to contribute to new sales targets, manage business relationships, and grow a client portfolio.

The role includes working with Treasury solutions to deliver tailored financial services and collaborating with internal partners to ensure pricing accuracy. You will participate in a three-year development plan to progressively take on more senior responsibilities within Treasury Solutions, with a clear path to roles

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