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Join the team providing financial solutions to over 20,000 middle market clients across the country
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
- City
- Boston
- Country
- United States
Currency: Not specified
The Treasury Sales Associate will support Treasury Management Officers in selling cash management and treasury solutions to middle market clients, contributing to new sales targets and portfolio growth. Responsibilities include preparing client proposals and pitch materials, performing cost/benefit and profitability analysis, coordinating with product partners, and supporting implementation and billing. This role is part of a multi-year development plan aimed at advancing into more senior Treasury Solutions sales roles.
Location: Boston, MA, 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
