Treasury Sales Associate - Middle Market Banking

Treasury Sales Associate - Middle Market Banking

16 Feb 2024
California, Sanfrancisco, 94102 Sanfrancisco USA

Treasury Sales Associate - Middle Market Banking

As a Treasury Sales Associate supporting Middle Market Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. The three-year development plan designed fora progression of job functionsto 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

Partner with 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 plus 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

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.JPMorgan Chase is an Equal Opportunity Employer, including Disability/VeteransBase Pay/SalarySan Francisco,CA $100,000.00 - $120,000.00 / year; Palo Alto,CA $100,000.00 - $120,000.00 / year

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