JPMorgan Chase Treasury Services Sales Associate - Healthcare, Higher Education, and Not-for-Profit) - Commercial Bank - Dallas, TX in Dallas, Texas

JPMorgan Chase Overview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

Commercial Banking Overview

Commercial Banking offers clients the convenience and vast banking network of Chase, combined with the thought leadership and global financial capabilities of J.P. Morgan. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, equipment finance, real estate finance, treasury services and provide clients with access to the investment services of J.P. Morgan.

Commercial Banking Treasury Service

Treasury Services (TS) delivers cash management, trade, liquidity and commercial card capabilities that resolve the working capital and efficiency challenges 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 will report into the Midwest Leader of our Healthcare, and Higher Education & Not-for Profit (HHN) segments.

As a HHN TS Associate you will focus primarily on generating new business from prospective clients across;

  • Healthcare – Hospitals , Health Systems Large Physician Groups, LTC Facilities, ETC

  • Higher Education – College and Universities

  • Not For Profits – Social/Human Services, Membership Organization, Foundations, and Cultural Institutions

You will work closely with a group of HHN focused bankers to ensure proper alignment of strategies and credit capacity for all Treasury Services products.

The core responsibilities of this position include:

  • Working in partnership with market bankers to develop new profitable business from prospective clients; Developing strategic account plans and executing them

  • Managing client visitation and contact; Understanding clients' business environments, strategies, and industry to better determine their requirements, identify potential new business opportunities for JP Morgan Treasury Services and provide the appropriate solution(s)

  • Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services against them

  • Promoting sales through frequent client meetings and discussions covering new products, market and industry developments

  • Managing proposal writing and the entire sales process

  • Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk

  • Providing feedback to product managers and maintain strong working relationships with other JP Morgan lines of business

Key Objectives/Responsibilities:

  • Engage JP Morgan Treasury Services Sales, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework

  • Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning

  • Build template-driven business case quantification for clients in support of JP Morgan solutions

  • Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions

  • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc.

  • Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services

  • Possesses 4 - 7 years of cash management, sales and relationship management experience required

  • Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy

  • Ability to develop strong working relationships with clients and colleagues

  • Ability to generate ideas, identify and drive the development of new business

  • Demonstrates excellent/strong selling and negotiation skills

  • Demonstrates excellent/strong verbal and written communication skills

  • Possesses strong industry/market expertise

  • Demonstrates strong time management, organizational and planning skills

  • Bachelor’s Degree required

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.