1 Job in Palo Alto, CA
JPMorgan Chase is Hiring a Treasury associate Near Palo Alto, CA
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 Middle Market 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 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
- 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
Required Qualifications, Capabilities and Skills
- 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
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
Last updated : 2024-04-23
Job Summary
Full Time
Banking
$77k-94k (estimate)
04/24/2024
07/22/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
Related Companies
About JPMorgan Chase
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and ...
affirmative action employer Disability/Veteran.
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The job skills required for Treasury associate include Treasury, Cash Management, Treasury Management, Microsoft Office, Written Communication, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Treasury associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Treasury associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Treasury associate positions, which can be used as a reference in future career path planning. As a Treasury associate, it can be promoted into senior positions as a Treasury Analyst II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Treasury associate. You can explore the career advancement for a Treasury associate below and select your interested title to get hiring information.
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