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Commercial Banking - Treasury Services - Sales Associate - Los Angeles, CA

Job Description

Commercial Banking Treasury Services

Sales Associate– Los Angeles, CA


The Sales Associate is an integral Treasury Services coverage team member who contributes to achieving new sales targets and portfolio revenue growth objectives by supporting Treasury Management Officers (TMO's). The role has client facing responsibilities including serving as the secondary officer supporting Treasury Sales activities with assigned clients. This role allows an individual to develop skills over time for a successful career with in the firm and to pursue more senior roles within the firm such as a Treasury Management Officer.


Primary responsibilities include:

  • Understanding clients' Treasury cash management structure and objectives
  • Assisting with call preparation/follow-up, customer research, and pitch books
  • Developing account plans, briefing memos and relationship reviews
  • Coordinating with product partners to develop solutions
  • Taking the lead on RFP/RFI solution development
  • Developing an understanding of competitors’ products and positioning within the client
  • Developing and maintaining client facing relationship reviews of all treasury services used by assigned clients; analyzing results
  • Identifying product extensions and growth opportunities
  • Working with the TMO on new bids including cost/benefit analysis, pricing and profitability models, etc.
  • Working with TMO's to finalize sales through documentation coordination/negotiation and smooth handoff to implementation team
  • Work with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
  • Work closely with TMO's to ensure correct pipeline reporting
  • Coordinating Credit Risk, Know Your Customer and other hierarchies with assigned Bankers


  • 1 year plus experience in cash management or related field
  • Knowledge and understanding of J.P. Morgan Treasury Services products, pricing philosophy, and billing process and procedures
  • Ability to recognize a client's needs and apply solution selling requiring a deep comprehension of our products, not surface level
  • Strong drive/ambition to develop into an individual contributor salesperson
  • Strong verbal and written communication skills
  • Demonstrated problem solving skills
  • Time management, organizational and planning skills
  • Proven PC skills, highly proficient in Microsoft Applications (PowerPoint, Excel and Word) and internet based systems experience
  • Ability to mobilize internal networks and resources
  • Ability to work under deadlines and pressure
  • Team player
  • Bachelor's Degree
Req #: 160041132
Location: Los Angeles, CA US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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