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Treasury Sales Associate - Technology and Disruptive Commerce

at J.P. Morgan

Back to all Tech Sales jobs
J.P. Morgan logo
Bulge Bracket Investment Banks

Treasury Sales Associate - Technology and Disruptive Commerce

at J.P. Morgan

Mid LevelNo visa sponsorshipTech Sales

Posted a month ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Chicago
Country
United States

The Treasury Sales Associate will support Treasury Management Officers by contributing to sales targets, preparing client proposals and relationship materials, and helping deliver comprehensive treasury and cash management solutions. The role involves client research, cost/benefit analysis, pricing and profitability modeling, and coordination with product and implementation teams to ensure timely setup and accurate billing. This position is part of a three-year development plan designed to build skills for progression into more senior Treasury Solutions roles.

Location: Chicago, IL, United States

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

 
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

 
Job 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
Required qualifications, capabilities, and skills
  • Bachelor's Degree
  • Three+ years’ relevant banking and treasury experience
  • Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
  • Superior verbal and written communication skills with the ability to mobilize internal networks and resources
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
  • Proficiency in Microsoft Office (PowerPoint, Excel and Word)
  • Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
  • Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
  • Sales, portfolio management or relationship management experience
  • Qualitative and quantitative skills

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Join the team providing financial solutions to over 20,000 middle market clients across the country

Treasury Sales Associate - Technology and Disruptive Commerce

at J.P. Morgan

Back to all Tech Sales jobs
J.P. Morgan logo
Bulge Bracket Investment Banks

Treasury Sales Associate - Technology and Disruptive Commerce

at J.P. Morgan

Mid LevelNo visa sponsorshipTech Sales

Posted a month ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Chicago
Country
United States

The Treasury Sales Associate will support Treasury Management Officers by contributing to sales targets, preparing client proposals and relationship materials, and helping deliver comprehensive treasury and cash management solutions. The role involves client research, cost/benefit analysis, pricing and profitability modeling, and coordination with product and implementation teams to ensure timely setup and accurate billing. This position is part of a three-year development plan designed to build skills for progression into more senior Treasury Solutions roles.

Location: Chicago, IL, United States

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

 
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

 
Job 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
Required qualifications, capabilities, and skills
  • Bachelor's Degree
  • Three+ years’ relevant banking and treasury experience
  • Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
  • Superior verbal and written communication skills with the ability to mobilize internal networks and resources
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
  • Proficiency in Microsoft Office (PowerPoint, Excel and Word)
  • Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
  • Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
  • Sales, portfolio management or relationship management experience
  • Qualitative and quantitative skills

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Join the team providing financial solutions to over 20,000 middle market clients across the country