Treasury Sales Support Associate jobs in United States
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Chase ยท 5 months ago

Treasury Sales Support Associate

position8181 Communications Pkwy Bldg B, Plano, TX, 75024, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Chase is a leading financial services firm, and they are seeking a Treasury Sales Support Associate to enhance their Treasury Services organization. The role focuses on supporting Treasury Management Officers by facilitating implementation requests, ensuring compliance with controls, and contributing to portfolio growth objectives.

BankingFinancial Services

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
Apply required control procedures

Qualification

Treasury Services knowledgeMicrosoft Office proficiencyAnalytical skillsCommunication skillsPlanning skillsTime managementOrganizational skills

Required

Bachelor's Degree Required
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

Company

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Recent News

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Company data provided by crunchbase