at J.P. Morgan
Bulge Bracket Investment BanksPosted 9 days ago
No clicks
**Treasury Sales Associate - Commercial Real Estate** Drive client relationships and new sales in our San Francisco hub. Key responsibilities include collaborating with Treasury Management Officers (TMOs) on client proposals, competitor analysis, pipeline management, and internal stakeholder coordination. Leveraging your Bachelor's Degree and 3+ years in banking and treasury, demonstrate proficiency in Microsoft Office and strong communication, organizational, and multitasking skills. Embrace a fast-paced environment and seize opportunities for career progression towards senior roles like Treasury Management Officer. Preferred: sales experience, qualitative/quantitative skills, and interest in applying banking solutions tailored to client cash flow needs.
- Compensation
- Not specified USD
- City
- San Francisco
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: San Francisco, CA, United States
- 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 TMOs 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
- 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
- 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
