JPMorgan Chase Overview JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.
Commercial Banking Overview Commercial Banking offers clients the convenience and vast banking network of Chase, combined with the thought leadership and global financial capabilities of J.P. Morgan. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, equipment finance, real estate finance, treasury services and provide clients with access to the investment services of J.P. Morgan.
Commercial Banking Treasury Service Treasury Solutions delivers cash management, trade, liquidity and commercial card capabilities that resolve the working capital and efficiency challenges treasury professionals face today. Our TS platform is recognized as among the best in the industry, and we are committed to investing in a seamless, global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.
Middle Market Banking & Specialized Industries Middle Market Banking & Specialized Industries (MMBSI) is a Commercial Banking business located in 117 offices across the US and Canada. MMBSI provides credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and not-for-profit entities via our Core Banking and Specialized Industries teams. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. Our local delivery model, coupled with the firm's global resources, allows us to provide clients with customized, comprehensive solutions and exceptional service. Within our Specialized Industries practice, we have experts strategically focused on serving businesses within a variety of industry segments, including, but not limited to Agribusiness, Government, Healthcare and Technology. By employing our industry expertise, we can deliver comprehensive financial solutions that are tailored to industry dynamics and standards. In MMBSI, our competitive advantages include robust international capabilities, the ability to provide clients with access to world-class investment banking solutions and our focus on industry specialization. These key differentiators, combined with our dedication to personalized service, allows us to build long-term relationships with mid-sized businesses and a wide spectrum of municipalities and not-for-profit entities. The Role The Treasury Services Industry Associate is an integral member of the Treasury Services coverage team who contributes to new sales targets and industry growth objectives through the team's industry specialization agenda. The position has two primary objectives: 1) Support Industry Solution Specialists (ISSs) in their calling and research activities, and 2) Support, participate, and occasionally facilitate strategic treasury consulting engagements across all supported industries. A large focus of this role is the accountability for data extracts and analysis, benchmarking, and managing various databases that drive key sales initiatives. An equally important area of accountability includes building presentation materials in support of ISS client and prospect calling activities inclusive of macro and micro level industry trends, as well creating content for external conference presentations.
Learning and understanding industry challenges, payment technology evolution, and other related topics, while ensuring coordination among product partners, ISSs, TMOs, and other internal partners, to develop and support industry content and messaging is also critical for success in this role.
As a member of the team, the Associate plays an integral role by helping to position the firm as the most knowledgeable subject matter experts within the Healthcare, Higher Education, and Not-For-Profit industries. Furthermore, the Associate's activities contribute to the business goals of gaining, managing and growing client relationships and revenue across the enterprise.
This role allows an individual to develop skills over time necessary for a successful career within the firm and to pursue more senior roles within the Treasury Services including, among others, as an Industry Solution Specialist (ISS), Treasury Management Officer (TMO), Product Sales Specialist (PSS), or Product Manager.
The Associate will be responsible for supporting a team of Healthcare, Higher Education, and Not-for-Profit (HHN) Industry Solution Specialists (ISS) that serve their respective industries as the most knowledgeable subject matter expert and contribute to the growth of J.P. Morgan's HHN focused treasury business.
The HHN segment targets clients across:
Healthcare - Hospitals , Health Systems Large Physician Groups, LTC Facilities, etc.
Higher Education - Non-profit College and Universities
Not For Profits - Social/Human Services, Membership Organization, Foundations, and Cultural Institutions
Primary responsibilities include:
Work with the ISSs on client and prospect presentations, including industry research, trends, benchmarking, and related information that positions the firm's Treasury solutions as ways to solve the organization's cash management challenges
Assist with client and prospect preparations by developing meeting agendas, obtaining data on the existing relationship, pitch books, account plans, and conducting customer and industry research as appropriate
Support the creation of thought leadership, case studies, and presentations in conjunction with ISSs
Probe and understand clients' and prospects' Treasury cash management structure and objectives
Coordinate with product partners to develop comprehensive Treasury solutions based on industry specialization knowledge in conjunction with the assigned ISS
Develop and understand competitors' products and positioning within the client & market
Assist with the positioning and closing of identified opportunities for new business as a result of ISS calling activities through preparation of case studies, white papers and presentations
Work with ISS throughout the sales cycle to manage pipeline and ensure services and solutions are in line with recommendations provided by the assigned ISS
Manage (or provide backup support for) the HHN Consulting Pipeline Reporting including New Engagement Requests, and the HHN Consulting mailbox. Produce monthly management reporting for review by ISS team and approval by manager before submitting to senior executives. Communicate with TMOs and SAs regarding engagement requests.
Support, participate, and occasionally facilitate consulting engagements throughout the engagement lifecycle by joining onsite meetings and client conference calls, capturing and documenting comprehensive notes of the discussions, preparing the documentation, and helping to identify opportunities for improvements by implementing relevant JPM Treasury Solutions. Lead the development of and participate in the formal consulting engagement presentation as required.
Liaise with internal partners to provide feedback on opportunities to improve the client experience
Other duties as assigned
Bachelor's Degree required
Strong quantitative and analytical skills - Not satisfied with just data, must transform to insight for use internally and in client-facing material
Strategic thinker and naturally curious - comfortable transforming abstract ideas into a plan of action
Strong written and effective verbal communication and presentation skills required.
Disciplined team player, self-starter, ability to work independently on multiple projects simultaneously with strong work ethic
Strong time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
3 to 6 years of experience in Banking, Professional Services, or Corporate Treasury Roles, preferably with J.P. Morgan Treasury Services
Strong interest in working with experienced Treasury partners in order to recognize a client's cash flow needs and apply appropriate banking solutions
Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
Highly proficient in Microsoft Office (PowerPoint, Excel and Word)
Background knowledge of J.P. Morgan Treasury Services products, pricing philosophy, sales processes, and relationship financials a strong plus
The final officer titleand job grade is at the discretion of the firm and will be discussed at thetime of offer. It may be different than what is listed on the requisition basedon candidate experience level.
Internal Number: 6274542
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