Treasury Solutions Sales for Emerging Middle Market

JPMorgan Chase & Co.; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Charlotte is seeking a Treasury Sales Associate to contribute to new sales targets and portfolio growth within Commercial Banking. You will support the Treasury Management Officer and collaborate with product partners to deliver comprehensive treasury solutions for clients.

The role offers a development plan to progress into senior Treasury Solutions roles and build a successful career within the firm.

Qualifications

• Three+ years of banking and treasury experience.
• Time management, organizational and planning skills with proven multitasking ability.
• Superior verbal and written communication skills.
• Understanding Treasury Solutions products, pricing philosophy, and billing processes.
• Proficiency in Microsoft Office (PowerPoint, Excel and Word).
• Ambition to develop into an individual sales contributor.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals to identify Treasury solutions, perform cost/benefit analysis, pricing and 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.
• Understand competitors’ products and positioning within client and market.
• Work with the TMO’s 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 pricing/billing.

Skills

Client relationship management

Time management

Verbal & written communication

Treasury solutions knowledge

Microsoft Office

Education

Bachelor's degree

Tools

PowerPoint

Excel

Word

Job description

JPMorgan Chase & Co. in Charlotte is seeking a Treasury Sales Associate to contribute to new sales targets and portfolio growth within Commercial Banking. You will support the Treasury Management Officer and collaborate with product partners to deliver comprehensive treasury solutions for clients.

The role offers a development plan to progress into senior Treasury Solutions roles and build a successful career within the firm.