Treasury Sales Associate -Emerging Middle Market

JPMorganChase • Plano, TX

6d

About The Position

The Treasury Sales Associate in Commercial Banking contributes to new sales targets, manages business relationships, and supports portfolio growth objectives. The role participates in a three-year development plan that builds skills through a progression of job functions and prepares the associate for a successful career within the firm, with the opportunity to pursue more senior Treasury Solutions roles such as Treasury Management Officer.

Requirements

• Bachelor’s degree.
• Three or more years of relevant banking and treasury experience.
• Time management, organizational, and planning skills, with the 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 processes and procedures.
• Proficiency in Microsoft Office, including PowerPoint, Excel, and Word.
• Ambition to develop into an individual sales contributor.

Nice To Haves

• Interest in working with experienced Treasury partners to recognize clients’ cash flow needs and apply appropriate banking solutions.
• Sales, portfolio management, or relationship management experience.
• Qualitative and quantitative skills.

Responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals, identify appropriate Treasury solutions, perform cost-benefit analyses, assess competitive pricing, and run profitability models.
• Prepare for client calls by creating relationship review materials, pitch books, and account plans, and conducting customer research.
• Develop an understanding of clients’ Treasury cash management structures and objectives.
• Coordinate with product partners to develop comprehensive Treasury solutions.
• Develop an understanding of competitors’ products and positioning within clients and the market.
• Work with TMOs throughout the sales cycle to manage the pipeline and ensure services and pricing are set up accurately and on time.
• Collaborate with internal partners to support successful implementation and product ramp-up, and ensure accurate pricing and billing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level