Treasury Sales Analyst - Real Estate Banking
The Commercial & Investment Banking team serves the Commercial Banking Middle Market client segment targeting clients in the $20-$500MM revenue space.
In this role you will maintain and develop trusted relationships with the MMBSI executive leadership team.
As a Sales Leader you will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Additionally, you will develop and execute a localized-to-market and product strategy, while leading and managing key client pursuits and relationships.
Job Responsibilities
* Strong business development achieved through proactive calling of prospects and existing clients
* Act as an integral part of creating the marketing strategy, and assist with the implementation of the marketing plan
* Assist the assigned Treasury Management Office (TMO) with managing the non-credit risk of customer portfolios
* Work with the TMO on client proposals, including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Understand 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 TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
Qualifications
* Bachelor's Degree required
* 2 to 5 years of experience in Financial Services or Corporate Treasury role
* Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
* Demonstrated ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
* Strong drive/ambition 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) and superior analytical 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 bank...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210637802
- Posted: 2025-06-25 08:44:17 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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