Talent.com
Treasury Sales Support Associate
Treasury Sales Support AssociateJPMorgan Chase Bank, N.A. • Plano, TX, United States
No longer accepting applications
Treasury Sales Support Associate

Treasury Sales Support Associate

JPMorgan Chase Bank, N.A. • Plano, TX, United States
15 days ago
Job type
  • Full-time
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 promoting new sales targets and achieving portfolio growth objectives by successfully submitting high-quality implementation requests. The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, guaranteeing proper internal controls and policies are followed.

This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many other Treasury Management functions, Implementations, Product, Risk and Controls, and / or Client Service.

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
  • Apply required control procedures

Required qualifications, capabilities, and skills

  • Bachelor's Degree Required
  • 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
  • JPMorganChase, 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. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability / Veterans

    Create a job alert for this search

    Sales Support Associate • Plano, TX, United States

    Related jobs
    Sales-floor Associate

    Sales-floor Associate

    •Primordium • Dallas, TX, USA
    Full-time
    Quick Apply
    Prim Trees is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve. Responsible for assisting with the complete operations...Show more
    Last updated: 1 day ago
    Support Associate PT 30HR Plano

    Support Associate PT 30HR Plano

    Neiman Marcus Career • Plano, Texas, USA
    Part-time
    Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers associates brand partners and communities. Our legacy of innovating and our culture of Belong...Show more
    Last updated: 2 hours ago • Promoted • New!
    Treasury Analyst

    Treasury Analyst

    Public Storage • Plano, Texas, USA
    Full-time
    The Treasury Analyst will be responsible for the following : .Coordinate closely with banks credit card processors and Public Storages Third Party Management team to ensure that new properties are en...Show more
    Last updated: 1 day ago • Promoted
    Financial Associate (Full Time)

    Financial Associate (Full Time)

    American National Bank of Texas • Wylie, TX, United States
    Full-time
    Teller / New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone.This ...Show more
    Last updated: 30+ days ago • Promoted
    Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

    Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

    JPMorgan Chase • Dallas, TX, US
    Full-time
    Treasury Sales Associate In Commercial Banking.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury ...Show more
    Last updated: 9 days ago • Promoted
    Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

    Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

    Chase • Dallas, TX, 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 more
    Last updated: 30+ days ago • Promoted
    Consumer & Community Banking - Treasury Product Controller- Senior Associate

    Consumer & Community Banking - Treasury Product Controller- Senior Associate

    Chase • Plano, TX, US
    Full-time
    Join a team that will give you the opportunity to work in an area of the Firm that covers a wide spectrum of asset classes and financial / banking products. Treasury is a function within the Consumer ...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmper • Dallas, TX, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    TM Client Support Specialist

    TM Client Support Specialist

    SouthState Bank • Mckinney, TX, US
    Full-time
    Treasury Management Client Support Specialist.The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.Since our beginn...Show more
    Last updated: 4 days ago • Promoted
    Transition Support Associate (Traveling)

    Transition Support Associate (Traveling)

    TEKsystems • Dallas, TX, United States
    Full-time
    Under limited supervision provides operations support as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices. Guidance is provided to perfor...Show more
    Last updated: 14 days ago • Promoted
    Transition Support Associate (Traveling)

    Transition Support Associate (Traveling)

    Dallas Staffing • Dallas, TX, US
    Full-time
    Financial Advisor Transition Support.Under limited supervision provides operations support as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) o...Show more
    Last updated: 13 days ago • Promoted
    Sr. Manager, Associate Treasury Management Consultant Team Lead

    Sr. Manager, Associate Treasury Management Consultant Team Lead

    Capital One • Plano, TX, US
    Full-time +1
    Manager, Associate Treasury Management Consultant Team Lead.This role is a leadership opportunity with a dual mandate of driving associate development and portfolio management.As the Associate Trea...Show more
    Last updated: 20 days ago • Promoted
    Associate Broker, Investment Sales

    Associate Broker, Investment Sales

    Foundry Commercial • Dallas, TX, US
    Full-time
    Launched nearly 18 years ago, Foundry Commercial was created to be a different kind of real estate company.Our motto – “ It’s Personal ” – rings true in everything we do… Show more
    Last updated: 30+ days ago • Promoted
    Charity Support Associate

    Charity Support Associate

    Envision Executives • Irving, TX, US
    Full-time
    Quick Apply
    We are looking for a customer service oriented customer support, assist and to manage non profit marketing campaigns throughout the area. Candidates should have a fundraisin...Show more
    Last updated: 30+ days ago
    Retail Banking Solution Specialist

    Retail Banking Solution Specialist

    Argo Data Resource Corporation • Richardson, TX, United States
    Full-time
    This is an onsite position in our offices in Richardson, Texas.A Retail Banking Solution Specialist’s role is to execute go-to-market processes for ARGO’s. The role has accountability for Customer I...Show more
    Last updated: 6 days ago • Promoted
    Treasury Service Specialist

    Treasury Service Specialist

    UMB Financial Corporation • Plano, TX, United States
    Full-time
    Commercial Bank servicing of treasury products, loans, and deposits by handling client requests while working hand in hand with internal teams, including implementations, treasury team, and banking...Show more
    Last updated: 4 days ago • Promoted
    Consumer & Community Banking - Treasury Product Controller- Senior Associate

    Consumer & Community Banking - Treasury Product Controller- Senior Associate

    JPMorgan Chase • Plano, TX, US
    Full-time
    Join a team that will give you the opportunity to work in an area of the Firm that covers a wide spectrum of asset classes and financial / banking products. Treasury is a function within the Consumer ...Show more
    Last updated: 12 hours ago • Promoted • New!
    Financial Protection Sales Associate

    Financial Protection Sales Associate

    Ohana Outreach Financial • Lewisville, Texas, USA
    Full-time
    A scalable performance-driven remote career path is available for those ready to grow.You will be fully remote while helping clients protect their financial future. You will meet with pre-qualified ...Show more
    Last updated: 2 days ago • Promoted