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JPMorgan Wealth Management Deposit & Treasury Sales Specialist 
United States, New York, New York 
94920224

11.01.2025

Job Responsibilities

  • Partner with ITMs to drive increased penetration of banking products and solutions for existing and new clients
  • Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client driven framework
  • Lead business reviews for existing clients with treasury services, and make recommendations to improve the client experience via automation, fraud protection etc.
  • Provide support for general inquiries (e.g. overview of deposit and treasury product features, pricing)
  • Present proposals, pricing analyses and cost/benefit analyses based on client needs
  • Manage / approve rate and pricing exceptions within delegated authorities

Required Qualifications, Skills and Capabilities:

  • 5+ years of cash management sales and relationship management experience
  • Knowledge and understanding of Treasury Service Products
  • Team-oriented with ability to develop strong working relationships with clients and colleagues
  • Strong verbal and written communication skills
  • Strong analytical and time management skills
  • Demonstrated experience of meeting or exceeding sales goals; proven top contributor
  • Undergraduate Degree
  • Series 7 and 63 preferred, but will be required with in 12 months of date of hire.