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CIB-Sales Associate, Treasury Services Sales - Large Corp-Consumer Retail Healthcare-NY

Job Description

Responsible for supporting assigned Treasury Sales Managers (TSM) with sales and relationship management related activities. Specific Responsibilities Include:
Sales assistance:
  • Understanding the 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 product partners to develop solutions
  • Taking the lead on RFP/RFI solution development
  • Developing an understanding of the competition's products and positioning within the client
  • Identifying product extensions and growth opportunities for non-complex sales situations
  • Working with the TSM on new bids including cost/benefit analysis, pricing and profitability models, etc.
  • Understanding Consumer, Retail, Healthcare industry and segment strategy to assist in developing recommendations and/or opportunities and proposal/pitch book generation
  • Working with the TSM to finalize the sale through documentation coordination/negotiation and smooth handoff to implementation team
  • Helping the team grow by contributing to sales and revenue goals
Account management assistance: 
  • Understanding the clients' account structure, cash flow, and product usage
  • Reviewing and analyzing data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc.
  • Identifying go-green and efficiency savings within client
  • Supporting product implementations/conversions working with internal and external clients
  • Conducting pricing analysis and supporting the development of pricing strategy/recommendations
  • Ensuring the maintenance of existing business through high level of customer satisfaction
  • 2 years plus experience in cash management or related field
  • Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
  • Goal driven with the ability to foster innovation and solve problems creatively
  • Ability to manage projects/meetings and coordinate follow-up
  • Time management, organizational and planning skills
  • Ability to mobilize internal networks and resources
  • Ability to use various PC- and internet- based systems to manage their portfolio, must be proficient in Excel, Word and PowerPoint
  • Knowledge and understanding of the Consumer, Retail, Healthcare industry and /or JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
  • BA/BS
Req #: 160012758
Location: New York, NY US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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