Treasury Solutions Sales Executive

JPMorgan Chase; Charlotte (NC); On-site; USD 75,000 - 105,000; Full time

Job summary

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

You'll participate in a three-year development plan designed to progress through key job functions and prepare for more senior Treasury Solutions roles such as Treasury Management Officer within the firm.

Qualifications

• Bachelor's degree required.
• Three+ years of banking and treasury experience.
• Strong time management, organizational and communication skills.
• Proficiency in Microsoft Office (PowerPoint, Excel and Word).

Responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
• Develop an understanding of clients' Treasury cash management structure and objectives
• Coordinate with product partners to develop comprehensive Treasury solutions
• Develop and understand competitors' products and positioning within the client & market
• Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Skills

Treasury experience

Time management

Communication skills

Pricing understanding

Microsoft Office

Bachelor's Degree

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

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

You'll participate in a three-year development plan designed to progress through key job functions and prepare for more senior Treasury Solutions roles such as Treasury Management Officer within the firm.