Explore a Career as a Treasury Sales Associate in Middle Market Banking
Do you have an interest in finance and a knack for building relationships? If so, consider a career as a Treasury Sales Associate in Commercial Banking. This role offers an exciting opportunity to contribute to new sales targets, manage business relationships, and achieve portfolio growth objectives. You will participate in a three-year development plan, designed to develop your skills over time and set you on a path to more senior roles within the Treasury Solutions team, such as a Treasury Management Officer position.
Responsibilities of a Treasury Sales Associate
As a Treasury Sales Associate, you’ll work closely with the Treasury Management Officer (TMO) on client proposals. This involves identifying appropriate Treasury solutions, performing cost and benefit analysis, competitive pricing, and running profitability models.
You’ll also assist with client call preparation, creating relationship review materials, pitch books, account plans, and conducting customer research. Your role involves understanding the client’s Treasury cash management structure and objectives, coordinating with product partners to develop comprehensive Treasury solutions, and understanding competitors’ products and positioning within the client & market.
To ensure smooth operations, you’ll work with the TMO’s throughout the sales cycle to manage the pipeline and ensure services and pricing are set up timely and accurately. You’ll also collaborate with internal partners to ensure successful implementation, product ramp-up, and accurate pricing and billing.
Qualifications and Skills for Success
So, what do you need to succeed in this role? A Bachelor’s Degree and at least three years of relevant banking and treasury experience are essential. You should be able to manage time effectively, organize and plan well, and meet deadlines in a fast-paced environment. Superior communication skills, both verbal and written, are a must.
You must also understand Treasury Solutions products, the pricing philosophy, and the billing process and procedures. Proficiency in Microsoft Office (PowerPoint, Excel, and Word) is a requirement. If you have an ambition to develop into an individual sales contributor, this role could be a perfect fit.
Preferred qualifications include an 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, and qualitative and quantitative skills.
About JPMorgan Chase & Co.
As a Treasury Sales Associate, you’ll be a part of JPMorgan Chase & Co., one of the world’s oldest financial institutions. Known for their innovative financial solutions, JPMorgan Chase serves millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients.
Benefits and Diversity
JPMorgan Chase offers a competitive total rewards package, including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. They also offer a range of benefits and programs, including 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.
JPMorgan Chase values diversity and inclusion, recognizing the diverse talents of their global workforce as a key to their success. They are an equal opportunity employer and do not discriminate on any protected attribute. Reasonable accommodations for religious practices, beliefs, mental health, or physical disability needs are provided.
Ready to explore a career in Treasury Sales? Start your journey Here.
About the Team
When you join J.P. Morgan’s Commercial & Investment Bank as a Treasury Sales Associate, you become part of a global leader in banking, markets, securities services, and payments. Trusted by corporations, governments, and institutions throughout the world, the Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world.
