Treasury Solutions Sales Specialist

Aumni; Chicago (IL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Chicago is seeking a Treasury Sales Associate to contribute to new sales targets, manage client relationships and grow a Treasury portfolio.

You will work with a Treasury Management Officer to tailor cash management solutions and drive profitable proposals across client accounts. The role emphasizes collaboration with product partners, pricing accuracy, and building a pipeline through the sales cycle.

Qualifications

• Bachelor's degree required.
• Three+ years’ banking and treasury experience.
• Strong time management, organizational and planning skills.
• Superior verbal and written communication skills.
• Proficiency in Microsoft Office (PowerPoint, Excel and Word).
• Ambition to develop into an individual sales contributor.

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

Time management

Organizational skills

Planning

Verbal communication

Written communication

Multitasking

Ambition to be a sales contributor

Education

Bachelor's Degree

Tools

Microsoft Office

PowerPoint

Excel

Word

Job description

JPMorgan Chase & Co. in Chicago is seeking a Treasury Sales Associate to contribute to new sales targets, manage client relationships and grow a Treasury portfolio.

You will work with a Treasury Management Officer to tailor cash management solutions and drive profitable proposals across client accounts. The role emphasizes collaboration with product partners, pricing accuracy, and building a pipeline through the sales cycle.