The position is primarily geared to providing support to Treasury Management Officers (TMOs) and accountability for briefing memos, account plans and Pitch Books, while ensuring coordination among product partners, TMOs and other internal partners to develop client solutions. As a member of the team, the position plays an integral part to help gain, manage and grow existing and new client relationships.
This role allows an individual to develop skills over time for a successful career within the firm and to pursue more senior roles within Treasury Solutions such as a TMO position.
Primary responsibilities include:
Work with TMOs on client proposals including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.
Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
Understand and solution to 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 TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
Coordinate with internal partners to ensure successful implementation, product ramp-up, accurate pricing/billing
Bachelor's Degree, Required
3 to 6 years of banking background
Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
Strong drive/ambition to develop into an individual contributor salesperson
Superior verbal and written communication skills with the ability to mobilize internal networks and resources
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.