Treasury Solutions Sales Associate - Build Relationships

JPMorganChase; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorganChase in Dallas is seeking a Treasury Sales Associate in Commercial Banking to help drive new sales targets, manage client relationships, and develop financial solutions tailored to client cash management needs.

The role offers exposure to cross-functional teams and a three-year development plan designed to build treasury expertise and pave the way toward more senior capacity within the Treasury Solutions organization. The team values accuracy, collaboration and proactive client service.

Qualifications

• Bachelor's Degree required.
• Three+ years' banking and treasury experience.
• Strong time management, organization and planning skills.
• Excellent verbal and written communication abilities.
• Ability to understand Treasury Solutions products and pricing.
• Proficient in Microsoft Office suite.

Responsibilities

• Collaborate with the Treasury Management Officer to create client proposals and pricing.
• Prepare relationship reviews, pitch books, account plans, and client research.
• Understand clients' cash management objectives and treasury structure.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Support pricing accuracy and timely pipeline management throughout the sales cycle.
• Assist with implementation and post-sale ramp-up.

Skills

Communication skills

Time management

Multitasking

Sales mindset

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JPMorganChase in Dallas is seeking a Treasury Sales Associate in Commercial Banking to help drive new sales targets, manage client relationships, and develop financial solutions tailored to client cash management needs.

The role offers exposure to cross-functional teams and a three-year development plan designed to build treasury expertise and pave the way toward more senior capacity within the Treasury Solutions organization. The team values accuracy, collaboration and proactive client service.