LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Treasury Sales Associate - Mid-Corporate Banking

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Treasury Sales Associate (Mid-Corporate Banking) in New York** Tribune the role of a Treasury Sales Associate, driving new sales, nurturing client relationships, and fueling portfolio growth. Contribute to a three-year development plan preceding more senior roles like Treasury Management Officer. Key responsibilities include collaborating with TMOs on client solutions, managing sales pipelines, and enabling service and pricing setups. Leverage superior communication skills, multitasking abilities, and proven Treasury experience (3+ years). Proficiency in Microsoft Office Suite is mandated. Initiative, time management, and a sales ambition are pivotal. Preferred: familiarity with portfolio management and quantitative skills. Join our team, empowering clients with tailored financial solutions.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

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
Join the team providing financial solutions to clients across the country

Treasury Sales Associate - Mid-Corporate Banking

Compensation

Not specified

City: New York City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Treasury Sales Associate (Mid-Corporate Banking) in New York** Tribune the role of a Treasury Sales Associate, driving new sales, nurturing client relationships, and fueling portfolio growth. Contribute to a three-year development plan preceding more senior roles like Treasury Management Officer. Key responsibilities include collaborating with TMOs on client solutions, managing sales pipelines, and enabling service and pricing setups. Leverage superior communication skills, multitasking abilities, and proven Treasury experience (3+ years). Proficiency in Microsoft Office Suite is mandated. Initiative, time management, and a sales ambition are pivotal. Preferred: familiarity with portfolio management and quantitative skills. Join our team, empowering clients with tailored financial solutions.

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
Join the team providing financial solutions to clients across the country