Treasury Sales Support Associate

4 weeks ago


Plano, United States JPMorgan Chase & Co. Full time

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

As a Treasury Services Support Associate within the Treasury Services organization, you will play a crucial role in achieving new sales targets and portfolio growth objectives. Your responsibilities will include submitting high-quality implementation requests, providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring accurate billing, and guaranteeing that proper internal controls and policies are adhered to.

Job responsibilities

Provide subject matter expertise, confirm scope, products, and services Initiate implementation requests for new business with clients Own process for simple implementations Join initial implementation calls for complex implementations to ensure accuracy of request Coordinate with Sales and implementation regarding potential client change requests Submit billing information; including billing adjustments Support ad-hoc requests (., billing inquiries) Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience Apply required control procedures

Required qualifications, capabilities, and skills  

Bachelor's Degree  Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures 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

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