Job Description
Treasury Service Sales Associate
The Treasury Services Sales Associate is an integral Treasury Solutions coverage team member who contributes to new sales targets and achieving portfolio growth objectives. The position is primarily geared to providing support to Treasury Management Officers (TMOs) and accountability for briefing memos, account plans and Pitch Books, while ensuring coordination among product partners, TMOs and other internal partners to develop client solutions. As a member of the team, the position plays an integral part to help gain, manage and maintain the relationships.
This role allows an individual to develop skills over time for a successful career within the firm and to pursue more senior roles within the Treasury Solutions such as a TMO position.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Work with the TMO on client proposals including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.
Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
Understand 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 TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
Job Requirements
Bachelor's Degree, Required
3 to 6 years of banking background
Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
Strong drive/ambition to develop into an individual contributor salesperson
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
Job Details
Company Name: JPMorgan Chase & Co.
Employment Type: Full-time
Job Location: Los Angeles, CA, United States
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