Treasury Sales Associate -Emerging Middle Market

JPMorgan Chase & Co. • Plano, TX

7d

About The Position

As a Treasury Sales Associate in Commercial Banking, you will contribute to new sales targets, manage business relationships, and support portfolio growth objectives. You will participate in a three-year development plan that provides a progression of job functions and builds skills over time, supporting a career within the firm and the ability to pursue more senior Treasury Solutions roles, such as Treasury Management Officer.

The position works with Treasury Management Officers and product partners to develop client proposals and comprehensive Treasury solutions, prepare for client calls, understand clients’ cash management structures and objectives, and support the sales cycle through timely and accurate service and pricing setup. The role also collaborates with internal partners on successful implementation, product ramp-up, and accurate pricing and billing.

Requirements

• Bachelor’s degree.
• Three or more years of relevant banking and treasury experience.
• Time-management, organizational, and planning skills, with the ability to multitask and meet deadlines in a fast-paced environment.
• Strong verbal and written communication skills and 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 on client proposals, identifying appropriate Treasury solutions, performing cost-benefit analysis, developing competitive pricing, and running 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 the client and market.
• Work with Treasury Management Officers 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, product ramp-up, and accurate pricing and billing.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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