Treasury Solutions Sales Associate – Cash Management

Fairygodboss

San Francisco (CA)

On-site

USD 110,000 - 140,000

Full time

11 days ago
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Job summary

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

You will partner with Treasury Management Officers, prepare client proposals, analyze pricing and profitability, and coordinate with product partners to deliver comprehensive treasury solutions while pursuing career progression within Treasury Solutions.

Qualifications

  • Bachelor's degree required.
  • 3+ years banking/treasury experience.
  • Strong communication and ability to multitask in a fast-paced environment.

Responsibilities

  • Collaborate with the Treasury Management Officer on client proposals to identify Treasury solutions and run profitability analyses.
  • Assist with client call preparation by creating relationship review materials, pitch books, and account plans.
  • Understand 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 and market.
  • Work with the TMO throughout the sales cycle to manage pipeline and ensure pricing is set up timely and accurately.
  • Collaborate with internal partners to ensure successful implementation, product ramp-up and pricing and billing.

Skills

Time management
Communication
Multitasking
Organizational skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

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

You will partner with Treasury Management Officers, prepare client proposals, analyze pricing and profitability, and coordinate with product partners to deliver comprehensive treasury solutions while pursuing career progression within Treasury Solutions.

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