JP Morgan Chase

Runs a consumer bank and an investment bank

Treasury Sales Associate - Emerging Middle Market

Account ManagementConfirmed live in the last 24 hours

Full-timePlano, TX, USANo salary listedIn-person

About the Job

Requirements

A bachelor's degree is required.
Three or more years of relevant banking and treasury experience are required.
Time management, organizational, and planning skills are required, including the ability to multitask and meet deadlines in a fast-paced environment.
Strong verbal and written communication skills are required, along with the ability to mobilize internal networks and resources.
The ability to understand Treasury Solutions products, pricing philosophy, and billing processes and procedures is required.
Proficiency in Microsoft Office, including PowerPoint, Excel, and Word, is required.
Ambition to develop into an individual sales contributor is required.

Responsibilities

Collaborate with the Treasury Management Officer on client proposals to identify appropriate Treasury solutions, perform cost-benefit analysis, establish competitive pricing, and run profitability models.
Assist with client call preparation 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 promptly.
Collaborate with internal partners to ensure successful implementation, product ramp-up, and accurate pricing and billing.

Desired Qualifications

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.

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

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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