Treasury Sales Associate - Commercial Term Lending
Listed on 2026-07-18
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Jobresponsibilities
Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
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 & market
Work with the TMO's throughout the sales cycle to manage 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
Bachelor's Degree
Three+ years' relevant banking and treasury experience
Time management, organizational and planning skills with 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 process and procedures
Proficiency in Microsoft Office (PowerPoint, Excel and Word)
Ambition to develop into an individual sales contributor
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
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan
Chase's review of criminal conviction history, including pretrial diversions or program entries.
Irvine,CA $ - $ / year
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, 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 protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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