Treasury Sales Associate

Responsibilities

• Collaborate with Treasury Management Officers (TMO) on client proposals, including cost-benefit analysis and profitability modeling
• Assist with client call preparation by creating pitch books, relationship review materials, and conducting customer research
• Develop a deep understanding of clients' Treasury cash management structures and objectives
• Coordinate with product partners to develop and implement comprehensive Treasury solutions
• Manage the sales pipeline to ensure services and pricing are set up accurately and timely
• Work with internal partners to ensure successful product implementation and accurate billing

Requirements

• Bachelor's Degree
• 3+ years of relevant banking and treasury experience
• Proficiency in Microsoft Office (PowerPoint, Excel, and Word)
• Strong verbal and written communication skills
• Excellent time management, organizational, and multitasking skills
• Ability to work in a fast-paced environment and meet strict deadlines

Preferred Qualifications

• Interest in working with experienced Treasury partners to identify client cash flow needs
• Previous experience in sales, portfolio management, or relationship management

Benefits

• Competitive total rewards package including base salary and discretionary incentive compensation
• Comprehensive health care coverage
• Retirement savings plans
• Tuition reimbursement and mental health support
• Financial coaching and wellness programs

About the Company

JPMorgan Chase & Co. is a leading global financial services firm and one of the oldest financial institutions in the world. We provide innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands.