As a Treasury Services Support Associate, you will support Treasury Management Officers by initiating implementations, ensuring billing accuracy, and enhancing client experiences through process improvement initiatives.
Job Description
Are you customer focused, enjoy building relationships and leading a team? You have found the right team. As a Treasury Services Support Associate within the Treasury Services organization, you will play a crucial role in promoting new sales targets and achieving portfolio growth objectives by successfully submitting high-quality implementation requests. The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, guaranteeing proper internal controls and policies are followed.
This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many other Treasury Management functions, Implementations, Product, Risk and Controls, and/or Client Service.
Job Responsibilities
Required qualifications, capabilities, and skills
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.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Are you customer focused, enjoy building relationships and leading a team? You have found the right team. As a Treasury Services Support Associate within the Treasury Services organization, you will play a crucial role in promoting new sales targets and achieving portfolio growth objectives by successfully submitting high-quality implementation requests. The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, guaranteeing proper internal controls and policies are followed.
This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many other Treasury Management functions, Implementations, Product, Risk and Controls, and/or Client Service.
Job 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
Required qualifications, capabilities, and skills
- 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
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.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Top Skills
MS Office
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