Treasury Sales Support Associate

Aumni

Aumni

Accounting & Finance, Customer Service, Sales & Business Development
Chicago, IL, USA
Posted on Sep 24, 2024

Job Description

Are you customer focused, enjoy building relationships and leading a team? You have found the right team.

As a Treasury Services Support Associate within the Treasury Services organization, you will play a crucial role in achieving new sales targets and portfolio growth objectives. Your responsibilities will include submitting high-quality implementation requests, providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring accurate billing, and guaranteeing that proper internal controls and policies are adhered to.

Job responsibilities

  • Provide subject matter expertise, confirm scope, products, and services
  • Initiate implementation requests for new business with clients
  • Own process for simple implementations
  • Join initial implementation calls for complex implementations to ensure accuracy of request
  • Coordinate with Sales and implementation regarding potential client change requests
  • Submit billing information; including billing adjustments
  • Support ad-hoc requests (e.g., billing inquiries)
  • Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience and apply required control procedures

Required qualifications, capabilities, and skills

  • Bachelor's Degree
  • Demonstrates the ability to understand Treasury Services 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) and superior analytical and quantitative skills

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

About the Team

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

The Wholesale Payments Product Delivery organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.