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CIB-Sales Associate-Large Corp-Natural Resources

Req #: 170112703
Location: Houston, TX, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Our business

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.


Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P. Morgan. Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day. We are committed to your growth and development. We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.

About J.P. Morgan Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Sales Associate

Responsible for supporting assigned Treasury Sales Managers (TSM) with sales and relationship management related activities.


Specific Responsibilities Include:


Sales assistance:

  • Understanding the clients' Treasury cash management structure and objectives

  • Assisting with call preparation/follow-up, customer research, and pitch books

  • Developing account plans, briefing memos and relationship reviews

  • Coordinating product partners to develop solutions

  • Taking the lead on RFP/RFI solution development

  • Developing an understanding of the competition's products and positioning within the client

  • Identifying product extensions and growth opportunities for non-complex sales situations

  • Working with the TSM on new bids including cost/benefit analysis, pricing and profitability models, etc.

  • Understanding of Natural Resources industry and segment strategy to assist in developing recommendations and/or opportunities and proposal/pitch book generation

  • Working with the TSM to finalize the sale through documentation coordination/negotiation and smooth handoff to implementation team

  • Helping the team grow by contributing to sales and revenue goals

Account management assistance: 

  • Understanding the clients' account structure, cash flow, and product usage

  • Reviewing and analyzing data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc.

  • Identifying go-green and efficiency savings within client

  • Supporting product implementations/conversions working with internal and external clients

  • Conducting pricing analysis and supporting the development of pricing strategy/recommendations

  • Ensuring the maintenance of existing business through high level of customer satisfaction


  • 2 years plus experience in cash management or related field

  • Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions

  • Goal driven with the ability to foster innovation and solve problems creatively

  • Ability to manage projects/meetings and coordinate follow-up

  • Time management, organizational and planning skills

  • Ability to mobilize internal networks and resources

  • Ability to use various PC- and internet- based systems to manage their portfolio, must be proficient in Excel, Word and PowerPoint

  • Knowledge and understanding of the Natural Resources industry and /or JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus

  • BA/BS


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