Treasury Sales Associate - Technology and Disruptive Commerce

This Treasury Sales Associate role sits in JPMorgan Chase's Commercial Banking team in Boston, focusing on developing client Treasury solutions, managing relationships, and growing the portfolio with a three-year development plan and potential progression to Treasury Management Officer.

Responsibilities

• Partner with the Treasury Management Officer to craft client proposals, conduct cost and benefit analyses, price competitively, and build profitability models
• Support client call preparation by assembling relationship review materials, pitch books, account plans, and conducting customer research
• Develop a solid understanding of each client's Treasury cash management structure and objectives
• Liaise with product partners to design comprehensive Treasury solutions
• Analyze competitors’ products and market positioning within the client and broader market
• Manage the sales pipeline with the TMO throughout the sales cycle to 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

Requirements

• Bachelor's Degree
• Three+ years of 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

Technologies

• Microsoft PowerPoint
• Microsoft Excel
• Microsoft Word

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

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