Treasury Sales Associate - Commercial Term Lending

Overview

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 contribute to new sales targets, manage business relationships, and drive portfolio growth. The role supports a three‑year development plan to progress job functions and prepare for more senior Treasury Solutions roles such as a Treasury Management Officer.

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analyses, 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 and market
• Work with the TMOs 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.