Overview
Focused on client service, relationship building, and delivering financial solutions within Commercial Banking, this role supports new sales targets, relationship management, and portfolio growth. It includes a three-year development plan designed to progress through job functions and build the skills needed for a successful career within the firm, with potential to advance to senior Treasury Solutions roles such as a Treasury Management Officer.
Location
New York, NY 10172
Responsibilities
- Collaborate with the Treasury Management Officer to craft client proposals, identify suitable Treasury solutions, perform cost-benefit analysis, set competitive pricing, and model profitability.
- 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 and market.
- 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, product ramp-up, and accurate pricing and billing.
Required qualifications
- Bachelor's Degree.
- Three or more years of relevant banking and treasury experience.
- Strong time management, organizational, and planning skills with the 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).
- Aspiration to develop into an individual sales contributor.
Preferred qualifications
- Interest in collaborating with experienced Treasury partners to identify a client's cash flow needs and apply appropriate banking solutions.
- Sales, portfolio management, or relationship management experience.
- Qualitative and quantitative skills.
Compensation and benefits
Base salary is determined based on the role, experience, skill set, and location. Eligible employees may receive commission-based pay and or discretionary incentive compensation, paid in cash or forfeitable equity, for individual achievements and contributions. A comprehensive benefits package includes 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.
About the company and team
JPMorgan Chase is one of the oldest financial institutions, delivering innovative financial solutions to millions of consumers, small businesses and many of the world’s leading corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans more than 200 years, and today we lead in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Equal opportunity and accommodations
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate based on protected attributes, 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 under applicable law. We provide reasonable accommodations for religious practices and beliefs, as well as mental health or physical disability needs. For information about requesting an accommodation, refer to our FAQs during the hiring process.
Team and scope
J.P. Morgan Global Banking is among the largest wholesale banking client franchises worldwide. We serve corporations, governments, states, municipalities, healthcare organizations, educational institutions, banks and investors. Global Investment Banking provides strategic advice, capital raising and risk management expertise to a broad range of clients.
