Treasury Sales Associate - Commercial Bank

JPMorgan Chase • Irvine, CA • 5h ago

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 fora progression of job functionsto 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.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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