Treasury Solutions Sales Associate - Middle Market

Testing Site - JPMC; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Testing Site - JPMC in Plano, TX is seeking a Treasury Sales Associate in Commercial Banking. You will help drive new sales targets, manage client relationships and contribute to portfolio growth as part of a structured development program.

You’ll collaborate with Treasury Management Officers, prepare client materials, analyze pricing and profitability, and coordinate with product partners to deliver comprehensive treasury solutions while advancing toward senior roles within Treasury Solutions.

Qualifications

• Bachelor's Degree required.
• Three+ years’ banking/treasury experience.
• Strong communication and collaboration skills.
• Proficiency with Microsoft Office (PowerPoint, Excel, Word).
• Ability to multitask in a fast-paced environment.

Responsibilities

• Collaborate on client proposals to identify Treasury solutions.
• Prepare relationship reviews, pitch books, and account plans.
• Understand clients' Treasury cash management objectives.
• Coordinate with product partners for comprehensive solutions.
• Support sales cycle with pipeline management and pricing accuracy.
• Work with TMO and internal partners to implement solutions.

Skills

Time management

Organizational skills

Communication skills

Multitasking

Verbal and written communication

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Testing Site - JPMC in Plano, TX is seeking a Treasury Sales Associate in Commercial Banking. You will help drive new sales targets, manage client relationships and contribute to portfolio growth as part of a structured development program.

You’ll collaborate with Treasury Management Officers, prepare client materials, analyze pricing and profitability, and coordinate with product partners to deliver comprehensive treasury solutions while advancing toward senior roles within Treasury Solutions.