Are you customer focused and enjoy building relationships? You have found the right team.
As a Treasury Services Support Associate in Commercial Real Estate Banking, you will play a key role in achieving our sales targets and portfolio growth objectives. You will be a vital support for our Treasury Management Officers, ensuring smooth implementations and correct billing. This role offers the opportunity to work closely with various internal stakeholders, contributing to our commitment to excellent customer service and strong internal controls.
Job Responsibilities
- Assist with client call preparation by creating relationship review materials, account schematics, pulling account analysis statements
- Initiate implementation requests for new business with new clients including owning the process for simple implementations and joining weekly implementation calls for complex implementations
- Coordinate with client service and implementation; provide day to day oversight of implementations and client change requests
- Submit billing information, including billing adjustments
- Support ad-hoc requests (billing inquiries, list inquiries, mailing lists)
- Provide change readiness support, including creation of pitch material on ad-hoc basis
- Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
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Required qualifications, capabilities, and skills
- Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
- Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
- Ability to develop into an individual contributor salesperson
- 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)
Preferred qualifications, capabilities, and skills
- Bachelor's Degree
- 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation 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 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.