The RoleThe Treasury Services Support Associate is an integral member of the Treasury Services organization who is responsible for contributing to new sales targets and to the achievement of portfolio growth objectives. The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, compiling information for relationship reviews, guaranteeing proper internal controls and policies are followed, and supporting ad-hoc requests in coordination with the Treasury Services Sales Associate, TMOs and other internal partners.This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many Cash Management functions (including Treasury Services Sales, Implementations, Risk and Controls, and/or Client Service).Primary responsibilities include:
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
Own process for simple implementations (e.g, host-to-host)
Join weekly implementation calls for complex/ongoing 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 (e.g., billing inquiries, list inquiries, mailing lists)
Provide change readiness support for internally-focused CMR alerts and facilitate follow-ups as necessary
Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
Assist with the creation of pitch material on ad-hoc basis
Apply required control procedures
Qualifications:
Bachelor's Degree Required
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
Strong drive/ambition 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) and superior analytical and quantitative skills
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/VeteransBase Pay/SalaryNew York,NY $73,200.00 - $95,000.00