Find your dream job faster with JobLogr
AI-powered job search, resume help, and more.
Try for Free
CC

Chase- Candidate Experience page

via Indeed

All our jobs are verified from trusted employers and sources. We connect to legitimate platforms only.

Treasury Sales Associate - Commercial Banking

New York, NY
Full-time
Posted 12/3/2025
Verified Source
Key Skills:
Treasury Solutions
Client Relationship Management
Financial Analysis
Microsoft Office (PowerPoint, Excel, Word)
Sales and Portfolio Management

Compensation

Salary Range

$70K - 120K a year

Responsibilities

Support Treasury Management Officers by preparing client proposals, managing sales pipelines, and coordinating Treasury cash management solutions.

Requirements

Bachelor's degree, 3+ years banking/treasury experience, strong communication and organizational skills, proficiency in Microsoft Office.

Full Description

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 job posting was last updated on 12/8/2025

Ready to have AI work for you in your job search?

Sign-up for free and start using JobLogr today!

Get Started »
JobLogr badgeTinyLaunch BadgeJobLogr - AI Job Search Tools to Land Your Next Job Faster than Ever | Product Hunt