Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Treasury Sales Associate - Commercial Term Lending

Chase

Treasury Sales Associate

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

Job responsibilities

  • Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
  • Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
  • Develop an understanding of clients' Treasury cash management structure and objectives
  • Coordinate with product partners to develop comprehensive Treasury solutions
  • Develop and understand competitors' products and positioning within the client & market
  • Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
  • Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Required qualifications, capabilities, and skills

  • Bachelor's Degree
  • Three+ years' relevant banking and treasury experience
  • Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
  • Superior verbal and written communication skills with the ability to mobilize internal networks and resources
  • Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
  • Proficiency in Microsoft Office (PowerPoint, Excel and Word)
  • Ambition to develop into an individual sales contributor

Preferred qualifications, capabilities, and skills

  • Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
  • Sales, portfolio management or relationship management experience
  • Qualitative and quantitative skills

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Treasury Sales Associate - Commercial Term Lending in Irvine, CA vacancy
  • $110k - $130k

     ...enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and... 
    Commercial
    Work at office

    JPMorgan Chase Bank, N.A.

    Irvine, CA
    2 days ago
  •  ...you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive...  ...with clients? If so, the Commercial Term Lending team is just what you’re looking for!...  ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team... 
    Commercial
    Work at office

    TwinThread

    Irvine, CA
    3 days ago
  • $169.41k - $200k

    Job Title Treasury Management Sales Officer II Location Costa Mesa What you’ll do As a Treasury Management...  ..., Treasury Management and/or other commercial banking products and services....  ...that refer business and cultivate long‑term client retention. Proven ability to cross... 
    Commercial
    Local area

    Western Alliance Bancorporation

    Costa Mesa, CA
    1 day ago
  • $19.5 per hour

     ...diversified products. We strive to build long-term customer loyalty. We are building a...  ...Reporting to the Management team, our Sales Associates understand that Retail is a billboard...  ...Partnered with United Food and Commercial Workers International Union (UFCW United... 
    Commercial
    Full time
    Part time
    Local area
    Worldwide
    Shift work
    Night shift
    Day shift
    Afternoon shift

    STIIIZY IP LLC

    Costa Mesa, CA
    3 days ago
  • Pac Garden Assets is a commercial brokerage specializing in sale and lease transactions of Prop 64 compliant assets across California. Pac Garden Assets...  ...ready to dive into a fast-growing market. As a Sales Associate, you’ll be on the front lines of a booming industry,... 
    Commercial
    Full time
    Remote work

    Pac Garden Assets

    Tustin, CA
    2 days ago
  • $132.5k - $205k

     ...day for clients and associates. Learn more about...  ...and enhance long‑term client relationships...  ...(e.g., Treasury Management, Mortgage...  ...Business Bankers, Commercial Relationship Managers...  ...Follow established lending procedures and perform...  ...in direct sales. Must possess a high... 
    Commercial
    Full time
    Flexible hours

    Sunflower Financial Inc.

    Irvine, CA
    2 days ago
  •  ...Job Description Job Description Job Title Junior Sales Representative – Edible Oils & Release Agents Position Summary...  ...Representative – Edible Oils & Release Agents supports the commercial team in the sale and promotion of specialty edible oils, bakery... 
    Commercial
    Internship
    Work at office
    Remote work

    Maverik Oils LLC

    Costa Mesa, CA
    21 days ago
  • $22 - $23.5 per hour

     ...businesses and expand our associates’ potential for career...  ...EWBC) is a top-performing commercial bank with a strong...  ...understanding customers’ long-term financial needs and...  ...and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth... 
    Commercial

    Unavailable

    Irvine, CA
    1 day ago
  • $20 - $22 per hour

     ...processing? We are seeking a Sales Order Processor to join our dynamic...  ...: Generate shipping labels, commercial invoices, and bill of ladings...  .... This policy applies to all terms and conditions of employment,...  ...below. Seniority level: Associate Employment type: Contract Job... 
    Commercial
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work

    Suna Solutions

    Irvine, CA
    5 days ago
  • First Citizens Bank in Mission Viejo, CA is seeking a Sales Support Specialist (Business/Commercial Lending Assistant) to partner with Commercial and Business Banking teams, supporting loan sales, documentation, servicing, and client relationships. The role requires a Bachelor... 
    Commercial

    First Citizens Bank

    Mission Viejo, CA
    1 day ago
  • Nesco Resource is seeking a Head of Product for Commercial Lending Technology. This remote US-based role leads product strategy, prioritizes the roadmap, and partners with Engineering to deliver scalable lending platform capabilities. The ideal candidate has deep expertise... 
    Commercial
    Remote job

    Nesco Resource

    Aliso Viejo, CA
    4 days ago
  • $60k - $85k

     ...insurance Mortgage Transaction Coordinator, Sales & Administrative Assistant  We’re...  ...& Administrative Assistant to join our commercial real estate mortgage team. This role...  ...What We’re Looking For: Mortgage lending experience  Some multifamily (5+ units... 
    Commercial
    Work at office

    Wilshire Finance Partners

    Irvine, CA
    24 days ago
  •  ...Executive Director, Asset Based Lending About the Company Thriving regional bank providing diversified financial services...  ...Services Business Financial Exchanges Specialties commercial banking branch banking consumer lending investment advisors... 
    Commercial

    Confidential

    Irvine, CA
    4 days ago
  • $32 - $38 per hour

     ...end luxury appliances based in Costa Mesa, CA, seeks a Showroom Sales Associate for our Costa Mesa showroom. This role serves to provide a...  ...activity/events and overall operations Maintaining positive long-term customer relationships; follow up with clients encouraging... 
    Full time

    Sub-Zero Group

    Costa Mesa, CA
    11 hours ago
  • $150k - $190k

     ...County/Irvine. Role: Treasury Management Officer III...  ...of customer’s product sales potential and preparation...  ...current and potential commercial relationships and...  ...Possibility Community Focused Associate Benefits 401(k) Plan...  ...#J-18808-Ljbffr Sunflower Bank Mortgage Lending
    Commercial
    Full time
    Local area

    Sunflower Bank Mortgage Lending

    Irvine, CA
    4 days ago
  • $21 - $26 per hour

     ...service support for corporate and commercial deposit clients. Provide...  ..., subject matter expert for Treasury Management products....  ...banking experience, new accounts, lending loan processing or documentation...  .... We offer eligible associates comprehensive healthcare coverage... 
    Commercial
    Work at office
    Immediate start

    Columbia Banking System, Inc.

    Irvine, CA
    4 days ago
  • Build Your Career in Commercial HVAC/R Sales Are you looking to launch a sales career with a stable,...  ...Inc. is looking for a Commercial Sales Associate to manage and grow a book of assigned...  ...that values technical expertise, long-term relationships, and results-driven performance... 
    Commercial
    For contractors
    Work at office

    White Mechanical, Inc. Air Conditioning & Heating

    Lake Forest, CA
    5 days ago
  •  ...trusted advisor to our Commercial Bank clients. Manage...  ...the use of our complex treasury and cash management products...  .... As a Client Service Associate within the Commercial...  ...Service Operations, Sales partners, and Bankers...  ...Develop long term client relationships Proactively... 
    Commercial
    Work experience placement
    Work at office

    J.P. Morgan

    Irvine, CA
    2 days ago
  •  ...experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will...  ...to promote well-being, growth, and long-term success.    Heffernan Habits:...  ...and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect... 
    Commercial
    Work experience placement
    Work at office

    Heffernan Insurance Brokers

    Irvine, CA
    15 days ago
  • $35 - $38 per hour

     ...Treasury SpecialistDrive Client Success Through Innovative Treasury Solutions Are you passionate...  ...Treasury Management, Cash Management, Commercial Banking, or a related financial services...  ...to specific elections, plan, or program terms. If eligible, the benefits available for... 
    Commercial
    Contract work
    Temporary work
    Remote work

    Aston Carter

    Irvine, CA
    3 days ago
  • $25.5 - $30 per hour

     ...Mechanics Bank currently searching for a Treasury Operations Specialist to join our team....  ...we value connection, partnership, long term relationships and working together in person...  ...on-site. Assists small business and commercial customers in setting up and maintaining... 
    Commercial
    Hourly pay
    16 hours
    Work experience placement
    Bank staff
    Work at office
    Remote work
    Work from home
    Flexible hours

    Mechanics Bank

    Irvine, CA
    3 days ago
  • Job Summary The Commercial Loan Officer (CLO) is primarily responsible...  ...‑selling deposit accounts, treasury management services, and...  ...attorneys, consultants), industry associations, and community involvement....  .... Strong knowledge of C&I lending, working capital facilities,... 
    Commercial
    Remote work
    Flexible hours

    Commercewest Bank

    Irvine, CA
    2 days ago
  •  ...institution in the search for a senior level Commercial Loan Closer. This individual will be...  ...in accordance with approved loan terms, internal policies, and regulatory requirements...  ...real estate and commercial & industrial lending transactions Experience reviewing title... 
    Commercial

    JCW Group

    Irvine, CA
    4 days ago
  • $100k - $140k

     ...continuous improvement of Lendistry's business lending platform. This role focuses on managing...  ..., collections, capital markets, treasury and accounting - while ensuring procedures...  ...tech‑savvy lender for small businesses and commercial real estate. As a certified Community... 
    Commercial
    Full time
    Local area

    Lendistry

    Tustin, CA
    3 days ago
  • $19.7 - $23.17 per hour

     ...POSITION SUMMARY: The Part-Time Store Associate is an entry level, part-time position...  ...financial transactions using a Point of Sale terminal (POS), including handling cash...  ...Administration (FMCSA) regulations for commercial driving positions, Department of Defense... 
    Commercial
    Hourly pay
    Minimum wage
    Contract work
    Part time
    Work at office
    Local area
    Monday to Friday
    Shift work

    FedEx

    Irvine, CA
    2 days ago
  • $221.41k - $280.07k

     ...EY and help to build a better working world. Alliance Sales Executive, Associate Director, Adobe – Industrial Products & Energy About...  ...Adobe‑powered EY solutions that address the most complex commercial, customer, and go‑to‑market challenges facing I&E organizations... 
    Commercial
    Summer holiday
    Flexible hours

    EY

    Irvine, CA
    5 days ago
  •  ...Job Summary: Under the direction of the Treasury Management Manager, the Treasury Management Specialist will primarily be responsible...  ...general banking experiences, especially in product knowledge, commercial banking, core processing software and new account opening ~... 
    Commercial
    Work at office

    CommerceWest Bank

    Irvine, CA
    2 days ago
  •  ...social media, business and selling skills.In addition to daily sales associate responsibilities, the CCC/CCS maximizes sales by:Creating...  ...meeting and training rooms, retail stores, and residences or commercial vehicles, e.g., use of safe work practices with office... 
    Commercial
    Work at office

    Sally Beauty

    Foothill Ranch, CA
    2 days ago
  • $60k - $65k

    Assistant Account Manager, Commercial Lines Department: Commercial Lines Employment Type: Full...  ...to promote well-being, growth, and long-term success. Heffernan Habits: These are core...  ...clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path.... 
    Commercial
    Full time

    Heffernan Insurance Brokers

    Irvine, CA
    5 days ago
  • $102.44k - $174.2k

    Farmers & Merchants Bank of Long Beach is seeking a Relationship Manager 1 for Commercial Real Estate (CRE) lending. This position focuses on developing and managing client relationships while supporting underwriting and portfolio management. The ideal candidate will have... 
    Commercial

    Farmers & Merchants Bank of Long Beach

    Laguna Woods, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Treasury Sales Associate - Commercial Term Lending. Be the first to apply!