Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

JPMorgan Treasury Sale Support Associate 
United States, Illinois, Chicago 
796068472

01.05.2024

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) in initiating implementations, ensuring accurate billing, and guaranteeing adherence to internal controls and policies. This role offers the opportunity to develop a comprehensive understanding of Treasury Services products and skills, paving the way for a successful career in various Treasury Management functions such as Implementations, Product, Risk and Controls, and/or Client Service.

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