
Global financial services firm
Treasury Sales Associate -Middle Market
必須スキル
Excel
- 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 Commercial 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
- Develop and understand competitors’ products and positioning within the client & market
- 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
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JPMorgan Chaseについて

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
従業員数
New York City
本社所在地
$500B
企業価値
レビュー
10件のレビュー
3.8
10件のレビュー
ワークライフバランス
3.5
報酬
4.0
企業文化
3.8
キャリア
3.2
経営陣
2.8
68%
知人への推奨率
良い点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
改善点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
給与レンジ
44件のデータ
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1件のレポート
$139,000
年収総額
基本給
$107,000
ストック
-
ボーナス
-
$139,000
$139,000
面接レビュー
レビュー4件
難易度
3.0
/ 5
期間
14-28週間
内定率
50%
体験
ポジティブ 25%
普通 75%
ネガティブ 0%
面接プロセス
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
よくある質問
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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