Treasury Solutions Sales: Build Client Cash Management

JPMorganChase; Charlotte (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorganChase in Charlotte, NC seeks a Treasury Sales Associate within Commercial Banking to drive new sales targets, manage client relationships, and grow portfolios through treasury solutions. You will participate in a structured development plan aimed at progressing toward higher treasury roles such as Treasury Management Officer.

The role emphasizes collaboration with product partners, strong analytical abilities, and translating client needs into actionable banking solutions within a global

Qualifications

• Bachelor's degree is required.
• Three+ years of banking and treasury experience.
• Multitask and meet deadlines in a fast-paced environment.
• Strong verbal and written communication skills.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals to identify appropriate Treasury solutions and perform profitability analyses.
• Prepare client calls with relationship reviews, pitch books, and account plans.
• Understand clients' Treasury cash management structure and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Analyze competitors' products and positioning within client markets.
• Assist with sales cycle management to ensure accurate pricing and billing.

Skills

Time management

Organizational skills

Planning

Verbal communication

Written communication

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Word

Job description

JPMorganChase in Charlotte, NC seeks a Treasury Sales Associate within Commercial Banking to drive new sales targets, manage client relationships, and grow portfolios through treasury solutions. You will participate in a structured development plan aimed at progressing toward higher treasury roles such as Treasury Management Officer.

The role emphasizes collaboration with product partners, strong analytical abilities, and translating client needs into actionable banking solutions within a global