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CB CRE TSA West - Associate

Company: JPMorgan Chase & Co.
Location: Irvine
Posted on: June 10, 2021

Job Description:

As a Treasury Services Associate, you are responsible for assisting sales officers in growing and retaining profitable relationships, while championing a culture of innovation and a customer centric mindset.

Commercial Banking Real Estate Treasury Services

Treasury Services delivers innovative cash management solutions and capabilities that resolves the efficiency challenges that real estate owners face today. Our online platform is recognized as among the best in the industry, and we are committed to investing in a seamless commercial real estate operating model that differentiates us in the market. As a leading provider of treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their operating objectives.

The Treasury Services Associate is an integral Treasury Services coverage team member who contributes to new sales targets and achieving portfolio growth objectives. The position is primarily geared to providing support to Treasury Management Officers (TMOs) with accountability for briefing memos, account plans and pitch books, while ensuring coordination among product partners, TMOs and other internal partners to develop client solutions. As a member of the team, the position plays an integral part to help gain, manage, and maintain the relationships. This role allows an individual to develop skills over time for a successful career within the firm and to pursue more senior roles within the Treasury Services such as a TMO position.

Primary responsibilities include:

  • Work with the TMO on client proposals, cost/benefit analysis, pricing and profitability models, etc.
  • Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research.
  • Provide leadership by actively supporting your assigned TMOs
  • Understand clients' cash management structure and objectives.
  • Coordinate with product partners to develop comprehensive cash management solutions.
  • Develop and understand competitors' products and positioning within the client & market.
  • Work with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
  • Coordinate with internal partners to ensure successful implementation, product ramp-up, and accurate pricing/billing
  • Understanding the end to end cycle of onboarding to ensure the clients receive best in class service.


  • Bachelor's Degree required.
  • 1 to 3 years of banking background - direct in-person contact preferred.
  • Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions.
  • Ability to build relationships with clients and internal partners
  • Demonstrates ability to own problems on client's behalf and follow through with commitment
  • 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.

Keywords: JPMorgan Chase & Co., Irvine , CB CRE TSA West - Associate, Other , Irvine, California

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