at J.P. Morgan
Bulge Bracket Investment BanksPosted 2 months ago
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**Treasury Sales Associate - Middle Market** in Dallas, TX seeks a customer-focused, relationship builder. Key responsibilities include collaborating with Treasury Management Officers to develop solutions, analyze opportunities, and manage sales pipelines. This role involves managing client relationships, understanding their cash management structures, and coordinating with product partners. Proven banking and treasury experience (3+ years), strong communication skills, and MS Office proficiency are required. Duties include creating client materials, conducting customer research, and driving portfolio growth. Contribute to sales targets and potentially transition to a Treasury Management Officer role. Join this team offering financial solutions across the US.
- Compensation
- Not specified USD
- City
- Dallas
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Dallas, TX, 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
