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Treasury Sales Associate - Community Development Banking
Treasury Sales Associate - Community Development Banking-March 2024
Plano
Mar 28, 2026
About Treasury Sales Associate - Community Development Banking

  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 within the Community Development Banking team, you will play a crucial role in achieving new sales targets, managing business relationships, and contributing to portfolio growth objectives. You will collaborate with the Treasury Management Officer (TMO) on client proposals, assist with client call preparation, and develop an understanding of clients' Treasury cash management structure and objectives. This role offers a three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and the ability to pursue more senior roles within the Treasury Solutions.

  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

  Partner with TMOs 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 plus 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

  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 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. Additional details about total compensation and benefits will be provided during the hiring process.

  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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

  JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

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