Treasury Solutions Sales Specialist

Testing Site - JPMC; Washington (District of Columbia); Presencial; USD 85.000 - 130.000; Jornada completa

Descripción de la vacante

Testing Site - JPMC is seeking a Treasury Sales Associate in Commercial Banking to contribute to new sales targets, manage client relationships, and drive portfolio growth. The role supports a three-year development plan aimed at progressing to Treasury Management Officer roles within the firm.

You will collaborate with the TMO on client proposals, prepare materials for client calls, and coordinate with product partners to deliver comprehensive Treasury solutions while monitoring pricing and

Formación

• Bachelor's degree required.
• 3+ years' banking and treasury experience.
• Strong time management and multitasking abilities.
• Excellent verbal and written communication skills.
• Understanding of treasury solutions, pricing, and billing processes.
• Proficiency in Microsoft Office.

Responsabilidades

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify 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

Conocimientos

Client relationship management

Communication skills

Time management

Microsoft Office

Educación

Bachelor's Degree

Herramientas

Microsoft Office

Descripción del empleo

Testing Site - JPMC is seeking a Treasury Sales Associate in Commercial Banking to contribute to new sales targets, manage client relationships, and drive portfolio growth. The role supports a three-year development plan aimed at progressing to Treasury Management Officer roles within the firm.

You will collaborate with the TMO on client proposals, prepare materials for client calls, and coordinate with product partners to deliver comprehensive Treasury solutions while monitoring pricing and