Commercial Banking – Middle Market - Associate Treasury Services Sales - San Francisco, CA - JPMorgan Chase - San Francisco, CA

Commercial Banking – Middle Market - Associate Treasury Services Sales - San Francisco, CA - JPMorgan Chase - San Francisco, CA -

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160106217

Job Description

Commercial Banking – Middle Market

Associate Treasury Services Sales

San Francisco, CA

The Treasury Sales Associate is
an integral Treasury Services protection staff member who contributes to new sales
targets and attaining portfolio progress aims by supporting Treasury
Administration Officers (TMO’s). The position
has shopper dealing with obligations together with serving because the secondary officer
supporting Treasury Sales actions inside assigned Middle Market shoppers ($20
Million in revenues).

This position permits a person to
develop expertise over time for a profitable profession inside the agency and to pursue
extra senior roles inside the Treasury Services resembling a TMO place.

Main duties embrace:
Understanding shoppers’ Treasury money management construction and
goals

Aiding with name preparation/comply with-up, buyer analysis, and
pitch books

Creating account plans, briefing memos and relationship critiques

Coordinating with product companions to develop options

Taking the lead on RFP/RFI answer improvement

Creating an understanding of rivals’ merchandise and
positioning inside the shopper

Creating and sustaining shopper dealing with relationship evaluations of
all treasury providers utilized by assigned shoppers; analyzing outcomes

Figuring out product extensions and progress alternatives

Working with the TMO on new bids together with value/profit evaluation,
pricing and profitability fashions, and so forth.

Understanding the C&I and Know-how industries and phase
methods to help in creating suggestions and/or alternatives
and proposal/pitch ebook era

Working with TMO’s to finalize sales by way of documentation
coordination/negotiation and clean handoff to implementation workforce

Work with inner companions to make sure profitable implementation,
product ramp-up and correct pricing/billing

Work intently with TMO’s to make sure right pipeline reporting

Coordinating Credit score Danger, Know Your Buyer and different hierarchies
with assigned Bankers

Qualifications

Qualifications:
2 years plus expertise in money management or associated subject

Information and understanding of J.P. Morgan Treasury Services
merchandise, pricing philosophy, and billing course of and procedures

Means to acknowledge a shopper’s wants and apply answer promoting
requiring a deep comprehension of our merchandise, not floor degree

Publicity to and understanding of treasury and
money management options sometimes utilized by shoppers with revenues over $20
Million.

Publicity to and understanding of C&I and
Know-how markets; San Francisco & Sacramento

Robust drive/ambition to turn into a person contributor
salesperson

Robust verbal and written communication expertise

Demonstrated drawback fixing expertise

Time management, organizational and planning expertise

Confirmed PC expertise, extremely proficient in Microsoft Purposes
(PowerPoint, Excel and Phrase) and web based mostly techniques expertise

Capability to mobilize inner networks and assets

Means to work underneath deadlines and strain

Staff participant

Bachelor’s Diploma or equal skilled expertise inside
the Commercial or Retail Banking business

JPMorgan Chase is an equal alternative and affirmative motion employer Incapacity/Veteran.

Job

Sales Help

Main Location

US-CA-San Francisco-560 Mission Road / 02042

Group

COMMERCIAL BANK

Schedule

Full-time

Job Sort

Commonplace

Shift

Day Job

Company Model

Chase

SUBMIT YOUR CV HERE

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