at J.P. Morgan
Bulge Bracket Investment BanksPosted 2 days ago
No clicks
**Treasury Sales Associate - Middle Market** - Serve as key contributor to new sales targets, managing relationships, and driving portfolio growth in Commercial Banking. - Collaborate with Treasury Management Officers (TMOs) to analyze client needs, price products competitively, and build proposals. - Understand clients' cash management structures, coordinate with product partners, and develop solutions. - Work cross-functionally to manage pipeline, accomplish implementation, and maintain accurate pricing and billing. - Bring 3+ years of banking and treasury experience, along with strong communication, time management, and multitasking skills. - Proficient in Microsoft Office Suite. BS degree required. - Ambition to progress into a Treasury Management Officer role. Preferred: sales experience and quantitative skills. - Contingent upon JPMorganChase's review of criminal conviction history under the Federal Deposit Insurance Act.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Irvine, 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
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 JPMorganChases review of criminal conviction history, including pretrial diversions or program entries.
