Treasury Sales Support Associate - Commercial Term Lending
Aumni
Job Description
Are you customer-focused, an analytical thinker and passionate about delivering solutions to clients? Then you’ve found the right team.
As a Treasury Sales Support Associate in Commercial Term Lending, you will play an integral part in onboarding new clients, managing business relationships, and helping achieve portfolio growth objectives. You will provide support to Treasury Management Officers (TMOs) by initiating high-quality implementation requests, ensuring correct billing, and guaranteeing proper internal controls and policies are followed. You will develop your working knowledge of Treasury Services products and hone your skills over time for a successful career within JPMorgan Chase.
Job responsibilities
- Provide subject matter expertise, confirm scope, products, and services
- Assist with client call preparation by creating relationship review materials, account plans, and conducting customer research
- Coordinate with Sales and implementation regarding potential client change requests
- Support ad-hoc requests
- Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
- Apply required control procedures
- Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
Required Qualifications, Capabilities and Skills
- Bachelor's Degree required
- Demonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
- 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) with superior analytical and quantitative skills