Treasury Solutions Sales Specialist

JPMorganChase; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in Irvine, CA is seeking a Treasury Sales Associate in Commercial Banking who focuses on building client relationships and delivering tailored financial solutions to help clients grow and manage liquidity.

You will partner with the Treasury Management Officer on proposals, pricing, and profitability analyses, coordinate with product partners to deliver complete treasury solutions, and support the sales cycle to drive portfolio growth.

Qualifications

• Bachelor's degree required.
• 3+ years of banking and treasury experience.
• Strong communication and relationship-building skills.
• Ability to analyze pricing and profitability.
• Proficiency with MS Office applications.

Responsibilities

• Collaborate with the Treasury Management Officer on client proposals and pricing.
• Prepare materials for client discussions and research client needs.
• Develop understanding of clients' treasury cash management objectives.
• Coordinate with product partners to deliver comprehensive treasury solutions.
• Stay informed on competitors' products and market positioning.
• Support the sales cycle to manage pipeline and ensure timely services and pricing.
• Assist with implementation, pricing accuracy, and billing processes.

Skills

Banking experience

Treasury knowledge

MS Office

Relationship-building

Communication skills

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

JPMorganChase in Irvine, CA is seeking a Treasury Sales Associate in Commercial Banking who focuses on building client relationships and delivering tailored financial solutions to help clients grow and manage liquidity.

You will partner with the Treasury Management Officer on proposals, pricing, and profitability analyses, coordinate with product partners to deliver complete treasury solutions, and support the sales cycle to drive portfolio growth.