Treasury Solutions Sales Specialist

JPMorgan Chase; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in Dallas seeks a Treasury Sales Associate in Commercial Banking to contribute to new sales targets, manage business relationships, and drive portfolio growth. You will participate in a three-year development plan designed to progression into senior Treasury roles and collaborate with Treasury Management Officers and product partners to deliver comprehensive treasury solutions.

Responsibilities include preparing client proposals, researching prospects, understanding cash

Qualifications

• Bachelor's degree required.
• Three+ years' banking and treasury experience.
• Strong time management and organizational skills with ability to multitask in a fast-paced environment.
• Excellent verbal and written communication; ability to mobilize internal networks.
• Ability to understand Treasury Solutions products, pricing, and billing processes.
• Proficiency in Microsoft Office (PowerPoint, Excel, 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 analyses, pricing and profitability modeling.
• Assist with client call preparation by creating relationship materials, pitch books, account plans, and customer research.
• Develop understanding of clients' Treasury cash management structures and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Develop understanding of competitors' products and positioning within client and market.
• Work with TMOs during 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 pricing/billing.

Skills

Communication skills

Multi-tasking

Client relationship management

Analytical thinking

Sales mindset

Education

Bachelor's degree

Tools

Microsoft Office

Job description

JPMorgan Chase in Dallas seeks a Treasury Sales Associate in Commercial Banking to contribute to new sales targets, manage business relationships, and drive portfolio growth. You will participate in a three-year development plan designed to progression into senior Treasury roles and collaborate with Treasury Management Officers and product partners to deliver comprehensive treasury solutions.

Responsibilities include preparing client proposals, researching prospects, understanding cash