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Associate - Corporate Treasury Consultant - Commercial Bank - Chicago

Job Description

Associate - Corporate Treasury Consultant - Commercial Bank


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.


Corporate Treasury Consulting

The Treasury Services Corporate Treasury Consulting team drives deeper drive client engagement through thought leadership and experience and help drive strategic priorities. The Primary responsibility of the consultant is identify, build and lead strategic discussions with client Treasury teams on their key areas of interest, in turn providing the motivation and reason to move business to the firm.


As a Corporate Treasury Consulting (CTC) Associate you will work with the TS Consultants to support our clients in the management and solutioning of their Treasury needs, as well as coordination of pre and post-acquisition integration activities impacting treasury and operating functions for inbound and across lines of business merger activity.


Roles & Responsibilities

  • Support TS Consultants, TMO’s and Bankers with TS integration activities related to a corporate action; allowing them to focus on business development across key facets of our business including: core cash management, card, merchant services and liquidity
  • Assist in the development of client facing material pre and post analysis to highlight recommendations around Treasury needs
  • Assist with the positioning and closing of identified opportunities for new business a result of a corporate action and consulting engagement by preparing case studies, white papers and presentations
  • Research and analysis of internal and external data specifically for the purpose of create recommendations to clients
  • Attend select client meetings;  take ownership of post activities, coordinating follow-up/debrief calls with internal product partners, preparation of client facing documents and presentation materials on key topics
  • Work with sales executives to provide periodic and ad hoc data analysis and reporting for planning and decision-making
  • Liaise with internal partners to provide feedback on opportunities to improve the client experience
  • Increase knowledge of the TS Core Cash product suite, and become knowledgeable on other strategic offerings like: Commercial Card, differentiating through industry knowledge and consultative selling methodologies as well as strategic issues like working capital and regulatory changes

  • Effective Verbal and Written Communication, Strong Interpersonal Skills, Resourcefulness, Technical, Team Player, Strong Work Ethic
  • Disciplined project management and organizational skills.  Ability to organize and sequence interdependencies
  • Advanced Microsoft office skills needed, particularly EXCEL and POWERPOINT
  • Strong analytical skills – Not satisfied with just data, must transform to insight for use internally and in client facing material. 
  • Strategic thinker - comfortable transforming abstract ideas into a plan of action
  • Strong written and effective verbal communication and presentation skills required.
  • Team player, self-starter, ability to work independently on multiple projects simultaneously.
  • Background knowledge of J.P. Morgan Treasury Services products, pricing philosophy, sales processes and relationship financials is a must
  • Strong communicator – leverages strong oral and written communication skills to collaborate and influence others
  • BA/BS

Req #: 180052391
Location: Chicago, IL US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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