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Senior treasury analyst • orange ca

Last updated: 1 hour ago
Treasury Sales Associate

Treasury Sales Associate

JPMorgan Chase & Co.Irvine, CA, US
Full-time
Posted Date : 2025-10-14T18 : 09 : 02+00 : 00.Base Pay / Salary : San Francisco,CA $100,000.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have ...Show moreLast updated: 12 days ago
Treasury Analyst

Treasury Analyst

VirtualVocationsSanta Ana, California, United States
Full-time
A company is looking for a Treasury Analyst to manage liquidity, cash flow forecasting, and debt compliance.Key Responsibilities Monitor daily cash positions and prepare cash flow forecasts Supp...Show moreLast updated: 16 days ago
Senior Banking & Treasury Services Officer

Senior Banking & Treasury Services Officer

Banc of CaliforniaBrea, CA, United States
Full-time
A leading financial services company in California is seeking a Senior Financial Services Officer.This role involves opening new accounts, cross-selling products, and ensuring exceptional service d...Show moreLast updated: 24 days ago
  • Promoted
Treasury Manager

Treasury Manager

SilveradoIrvine, CA, US
Full-time
Silverado Home Office Treasury Manager.Join Silverado Home Office in Irvine, a memory care innovator ranked in the top 10 nationwide by Fortune Magazine Best Workplaces in Aging Services.Since 1997...Show moreLast updated: 7 days ago
Treasury Management Specialist

Treasury Management Specialist

CommerceWest BankIrvine, CA, US
Full-time
Under the direction of the Treasury Management Manager, the Treasury Management Specialist will primarily be responsible to manage, support, maintain and grow new and existing client relationships ...Show moreLast updated: 30+ days ago
Senior Financial Analyst

Senior Financial Analyst

Hoxton CircleOrange, CA, US
Full-time
A rapidly growing national business services corporation is seeking a Senior Financial Analyst to support enterprise-wide financial modeling, valuation analysis, and capital planning.The Senior Fin...Show moreLast updated: 5 days ago
  • Promoted
Treasury Functional Consultant

Treasury Functional Consultant

DeloitteCosta Mesa, CA, US
Full-time
Finance Transformation Consultant.Our Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their finance and global bus...Show moreLast updated: 30+ days ago
  • Promoted
Senior FP&A Analyst

Senior FP&A Analyst

FleetioAnaheim, CA, US
Full-time
We're looking for a high-performing FP&A Analyst to join Fleetio's Finance & Strategy team.This role will play a critical part in scaling our reporting, forecasting, and analytics capabilities as w...Show moreLast updated: 30+ days ago
  • Promoted
Senior Licensing Analyst

Senior Licensing Analyst

loanDepotIrvine, CA, US
Full-time
Responsible for assisting candidates, new hires, and existing employees in obtaining state licenses and license renewals. Tracks all potential licensees and loan originators throughout their applica...Show moreLast updated: 30+ days ago
Senior Financial Analyst

Senior Financial Analyst

Karman Space & Defense- Huntington BeachHuntington Beach, CA, US
Permanent
The position of Senior Financial Analyst is responsible for analyzing data and using all resources available to determine and provide insight for product manufacturing, projects, or services.This i...Show moreLast updated: 23 days ago
  • Promoted
Sr. Treasury Operations Analyst

Sr. Treasury Operations Analyst

U.S. BancorpBrea, CA, US
Full-time
Are you an analytical and detail-oriented individual with a passion for resolving discrepancies and ensuring financial accuracy? We are seeking a Treasury Position Management Analyst II to join our...Show moreLast updated: 30+ days ago
Senior Financial Analyst

Senior Financial Analyst

Ingram MicroIrvine, CA, US
Full-time
Join the organization that's driving the world's technology and shape the future.Ingram Micro is a leading technology company for the global information technology ecosystem.With the ability to rea...Show moreLast updated: 13 days ago
  • Promoted
  • New!
Senior Pricing Analyst

Senior Pricing Analyst

AndurilCosta Mesa, CA, US
Full-time
Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century's most innovative companies to the def...Show moreLast updated: 1 hour ago
FP&A Senior Analyst

FP&A Senior Analyst

University of California - IrvineIrvine, CA, United States
Full-time
Association of American Universities and is ranked among the nation's top 10 public universities by U.The campus has produced five Nobel laureates and is known for its academic achievement, premier...Show moreLast updated: 12 days ago
  • Promoted
Treasury Analyst

Treasury Analyst

Mach IndustriesHuntington Beach, CA, US
Full-time
At the core of our mission is the commitment to delivering.With a workforce of approximately.We are dedicated to solving the next generation of warfare with lethal systems that deter kinetic confli...Show moreLast updated: 5 days ago
Treasury Operations Specialist

Treasury Operations Specialist

Mechanics BankIrvine, CA, United States
Full-time
Mechanics Bank currently searching for a.Treasury Operations Specialist.Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person.This role wi...Show moreLast updated: 17 days ago
  • Promoted
SAP Treasury Lead

SAP Treasury Lead

Syntricate TechnologiesAnaheim, CA, US
Full-time
Required Skills : Minimum 12+ years of experience as an SAP Treasury Consultant.Proven experience in at least three full lifecycle SAP Greenfield implementations, with a significant focus on the Tre...Show moreLast updated: 30+ days ago
  • Promoted
Treasury Sales Associate

Treasury Sales Associate

J.P. MorganIrvine, California, US
Full-time
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will...Show moreLast updated: 3 days ago
Senior Business Analyst

Senior Business Analyst

Quantum Electronic PaymentsAnaheim, CA, US
Full-time
Unlock your potential with Quantum ePay® - a payment processing firm that helps business owners lower their costs, earn more money, and improve their quality of life. Quantum ePay is expanding i...Show moreLast updated: 2 days ago
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Treasury Sales Associate

Treasury Sales Associate

JPMorgan Chase & Co.Irvine, CA, US
12 days ago
Job type
  • Full-time
Job description

JobID : 210676078

Category : Relationship Sales

JobSchedule : Full time

Posted Date : 2025-10-14T18 : 09 : 02+00 : 00

JobShift :

Base Pay / Salary : San Francisco,CA $100,000.00-$120,000.00; Los Angeles,CA $100,000.00-$120,000.00; Irvine,CA $100,000.00-$120,000.00; San Diego,CA $100,000.00-$120,000.00

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for?a progression of job functions?to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

Job responsibilities

  • Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
  • Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
  • Develop an understanding of clients' Treasury cash management structure and objectives
  • Coordinate with product partners to develop comprehensive Treasury solutions
  • Develop and understand competitors' products and positioning within the client & market
  • Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
  • Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Required qualifications, capabilities, and skills

  • Bachelor's Degree
  • Three+ years' relevant banking and treasury experience
  • Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
  • Superior verbal and written communication skills with the ability to mobilize internal networks and resources
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
  • Proficiency in Microsoft Office (PowerPoint, Excel and Word)
  • Ambition to develop into an individual sales contributor
  • Preferred qualifications, capabilities, and skills

  • Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
  • Sales, portfolio management or relationship management experience
  • Qualitative and quantitative skills
  • FEDERAL DEPOSIT INSURANCE ACT : This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.