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Treasury Sales Support Associate

1 month ago

San Diego, United States JPMorganChase Full time $77,900 - $105,000

Are you customer focused and enjoy building relationships? You have found the right team.

As a Treasury Services Support Associate in Commercial Real Estate Banking, you will contribute to new sales targets and to the achievement of portfolio growth objectives. You will provide support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, compiling information for relationship reviews, guaranteeing proper internal controls and policies are followed, and supporting ad-hoc requests in coordination with other internal stakeholders.

Job Responsibilities
  • Assist with client call preparation by creating relationship review materials, account schematics, pulling account analysis statements
  • Initiate implementation requests for new business with new clients including owning the process for simple implementations and joining weekly implementation calls for complex implementations
  • Coordinate with client service and implementation; provide day to day oversight of implementations and client change requests
  • Submit billing information, including billing adjustments
  • Support ad-hoc requests (billing inquiries, list inquiries, mailing lists)
  • Provide change readiness support, including creation of pitch material on ad-hoc basis
  • Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
Required Qualifications, Capabilities, and Skills
  • 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
  • Ability 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)
Preferred Qualifications, Capabilities, and Skills
  • Bachelor's Degree
  • Analytical and quantitative skills

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.