Wealth Management, Deposit & Treasury Sales Specialist jobs in United States
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Chase · 11 hours ago

Wealth Management, Deposit & Treasury Sales Specialist

position390 Madison Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
senioritySenior Level
money$125K/yr - $215K/yr
date5+ years exp

Chase, a global leader in investment and wealth management, is seeking a Deposit & Treasury Sales Specialist to support Banking and Treasury Services for WMIS clients. The role involves collaborating with Private Bankers and Client Service teams to enhance client solutions and grow the WMIS deposit book in their region.

BankingFinancial Services

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

Qualification

Cash management salesTreasury Service ProductsRelationship managementAnalytical skillsSales goals achievementUndergraduate DegreeSeries 7Team-orientedVerbal communicationWritten communicationTime management

Required

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 within 12 months of date of hire

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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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