at J.P. Morgan
Bulge Bracket Investment BanksPosted 6 days ago
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**Treasury Sales Associate - Commercial Term Lending** in New York seeks customer-focused associate. Collaborate with Treasury Management Officers (TMOs) on client proposals, manage business relationships, and drive portfolio growth. Develop product expertise, understand clients' Treasury cash management, and coordinate with product partners. Requirements include Bachelor's degree, 3+ years' banking and treasury experience, and proficiency in Microsoft Office. Build relationships, multitask, and meet deadlines in a fast-paced environment. Ambition to grow into individual sales role preferred. Join the team providing financial solutions nationwide.
- Compensation
- Not specified USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: New York, NY, United States
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 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
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
