Are you client focused, enjoy building relationships and delivering financial solutions to clients? You will fit with our Treasury Sales team in Commercial Banking. In this role as a Treasury Sales Associate, you will contribute to new sales targets, manage business relationships, and drive portfolio growth. A three-year development plan is designed to build skills over time and prepare you for more senior Treasury Solutions roles, such as a Treasury Management Officer.
Role responsibilities
- Partner with the Treasury Management Officer to craft client proposals, identify appropriate Treasury solutions, conduct cost and benefit analyses, evaluate pricing, and run profitability models.
- Assist with client call preparation by producing 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 design comprehensive Treasury solutions.
- Study competitors’ products and positioning within the client and market context.
- Work with the Treasury Management Officers throughout the sales cycle to manage the pipeline and ensure services and pricing are set up timely and accurately.
- Collaborate with internal partners to ensure successful implementation, timely product ramp-up, and accurate pricing and billing.
Required qualifications, capabilities, and skills
- Bachelor's Degree
- Three or more years of relevant banking and treasury experience
- Time management, organizational, and planning skills with the 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 processes
- Proficiency in Microsoft Office (PowerPoint, Excel, and Word)
- Aspiring 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
Location
Palo Alto, CA 94304
Compensation and benefits
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions. A comprehensive benefits program is available to eligible employees, including healthcare coverage, on-site health and wellness resources, 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.
Compliance and equal opportunity
This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability and Veterans. We value diversity and inclusion and do not discriminate on the basis of protected attributes such as 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 by applicable law. We also provide reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for information about requesting an accommodation.
About the team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
