Treasury Sales Support Associate
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 promoting new sales targets and achieving portfolio growth objectives by successfully submitting high-quality implementation requests.
The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, guaranteeing proper internal controls and policies are followed.
This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many other Treasury Management functions, Implementations, Product, Risk and Controls, and/or Client Service.
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 (e.g., 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 Required
* 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
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee ne...
- Rate: Not Specified
- Location: Plano, US-TX
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210652438
- Posted: 2025-11-05 08:04:58 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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