Treasury Sales Support Associate

jpmorgan-chase-%26-co. - Chicago, IL, United States | 2024-09-27 20:30:30

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

 



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