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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