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CB - Treasury Sales Associate - Healthcare, Higher Education & Nonprofit- Chicago, IL at JPMorgan Chase Bank, N.A.

Posted in General Business 11 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Chicago, Illinois





Job Description:

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 maintain the 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 the Treasury Solutions such as a TMO position.

Primary responsibilities include:


  • Work with the TMO 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 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 and accurate pricing/billing

Qualifications:

  • 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.

Equal Opportunity Employer/Disability/Veterans





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