Commercial Bank - CRE Treasury Services - Associate
Posted on: 13 Jan 2021
San Francisco, CA
Job Description
Commercial Banking Treasury Services
Treasury Services delivers cash management, liquidity and commercial card capabilities that resolves the working capital and efficiency challenges that treasury professionals face today. Our TS platform is recognized as among the best in the industry, and we are committed to investing in a seamless global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.
The Role
The Treasury Services Associate is an integral Treasury Services coverage team member who contributes to new sales targets and achieving portfolio growth objectives. The position is primarily geared to providing support to Treasury Management Officers (TMOs) with accountability for briefing memos, account plans and pitch books, while ensuring coordination among product partners, TMOs and other internal partners to develop client solutions. As a member of the team, the position plays an integral part to help gain, manage, and maintain the relationships. This role allows an individual to develop skills over time for a successful career within the firm and to pursue more senior roles within the Treasury Services such as a TMO position.
Primary responsibilities include:
Work with the TMO on client proposals, 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' cash management structure and objectives.
Coordinate with product partners to develop comprehensive cash management 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.
3 to 6 years of banking background.
Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions.
Demonstrates the 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.
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
