Commercial Banking Innovation - Treasury Sales - Associate
- 66 Wellington St W, Suite 4500, Toronto, ON, M5K 1E7, Canada
Full-time
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Job details
- Job type
- Full-time
- Experience
- 3+ years of relevant banking and treasury experience.
- Posting language
- English
- Posted
Original job description
As a Treasury Sales Associate within Commercial Banking’s Innovation Economy team, you will contribute to new sales targets, business relationship management, and portfolio growth objectives. You will support Treasury Management Officers across the sales cycle while participating in a three-year development plan designed to build the skills needed for long-term growth within Treasury Solutions, including progression toward more senior roles such as Treasury Management Officer.
Job Responsibilities
Client Proposals & Sales Support
- You will collaborate with Treasury Management Officers on client proposals to identify appropriate Treasury solutions, perform cost-benefit analysis, support competitive pricing, and run profitability models.
- You will assist with client call preparation by creating relationship review materials, pitch books, account plans, and customer research.
- You will develop an understanding of clients’ Treasury cash management structures and objectives.
Product Coordination & Market Knowledge
- You will coordinate with product partners to develop comprehensive Treasury solutions.
- You will develop an understanding of competitors’ products and positioning within the client and market.
- You will learn Treasury Solutions products, pricing philosophy, billing processes, and procedures to support client needs effectively.
Pipeline, Implementation & Execution
- You will work with Treasury Management Officers throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
- You will collaborate with internal partners to support successful implementation, product ramp-up, accurate pricing, and billing.
Required Qualifications, Capabilities and Skills.
- Bachelor’s degree.
- 3+ 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, billing processes, and procedures.
- Proficiency in Microsoft Office, including 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 client cash flow needs and apply appropriate banking solutions.
- Sales, portfolio management, or relationship management experience.
- Qualitative and quantitative skills.
JPMorganChase, 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 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.
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.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
More about this job
Responsibilities
You will support Treasury Management Officers by managing sales pipelines, preparing client proposals, and conducting profitability analysis. Additionally, you will coordinate with internal product partners to develop and implement comprehensive treasury solutions for clients.
Requirements
Candidates must hold a bachelor's degree and possess at least three years of relevant banking and treasury experience. Strong organizational, communication, and technical skills in Microsoft Office are required to succeed in this fast-paced environment.
Skills
- Treasury management
- Sales support
- Financial analysis
- Cost-benefit analysis
- Profitability modeling
- Cash management
- Market research
- Pipeline management
- Microsoft Office
- PowerPoint
- Excel
- Word
- Communication skills
- Time management
- Organizational skills
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Management & Leadership
- Consulting
Keywords
- Commercial Banking
- Treasury Sales
- Innovation Economy
- Treasury Solutions
- Sales Cycle
- Relationship Management
- Portfolio Growth
- Client Proposals
- Cost-Benefit Analysis
- Pricing Models
- Profitability Models
- Cash Management
- Product Coordination
- Market Knowledge
- Pipeline Management
- Implementation
- Billing Processes
- Microsoft Office
- PowerPoint
- Excel
- Word
- Banking
- Financial Services
- Strategic Advice
- Risk Management