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Boston, MA | Full Time
$79k-101k (estimate)
2 Months Ago
Treasury Sales Associate - Middle Market Banking - Northeast
$71k-93k (estimate)
Full Time 1 Month Ago
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JPMC Candidate Experience page is Hiring a Treasury Sales Associate - Middle Market Banking - Northeast Near Boston, MA

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 supporting Middle Market Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. The three-year development plan designed for a 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.

Job Responsibilities 

  • 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 
  • Partner with 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 

Required Qualifications, Capabilities and Skills 

  • Bachelor's Degree
  • Three plus 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

Preferred Qualifications, Capabilities and Skills 

  • 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

Job Summary

JOB TYPE

Full Time

SALARY

$71k-93k (estimate)

POST DATE

02/07/2024

EXPIRATION DATE

04/06/2024

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