Sales & Marketing Associate - Tacoma, WA
JPMorgan Chase 9,836 reviews - Tacoma, WA

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Job Description

Sales & Marketing Associate

Functional Responsibilities

This Sales and Marketing associate role is primarily focused on supporting Bankers in their prospecting, selling, and overall client relationship management activities.

Focus and scope of specific responsibilities may be expanded or reduced as specific market demands may dictate.

Sales Support

Prospect Development

Manage and coordinate prospect development including identification, prioritization, initial qualification, and Customer Knowledge Center (CKC) entry.

May include updating Client Central, conducting research on new prospects

Support market driven prospect identification and coordinate with the Business Development Group on additional prospect opportunities

Sales Planning Activities

Assist with call preparation; create agenda, prospect pitch books and prepare product collateral.

Coordinate with all products and industry teams to obtain appropriate information for inclusion in a client pitch book as directed by banker.

Coordinate preparation of proposals with product partners as directed by Banker.

Relationship Planning Activities

Manage the transfer of prospects

Partner with banker to update and monitor Relationship Plans for Banker covered prospects and clients.

Coordinate Relationship Reviews and necessary follow-up activities

Leverage key tools to identify needs/solutions that will resonate with clients; recommend cross-sell opportunities.

Develop & maintain product knowledge including changes to existing products and new products.

Communicate product & tools changes to the Banker & market teams.

Marketing and Events:

Event Management:
Partner with Marketing to develop,

coordinate, and facilitate

signature/thought leadership events

Research and solidify venue, catering and onsite logistics for events

Track client participation in events

Engage marketing in new sponsorship opportunities


Campaign Management:
Partner with Marketing to develop and execute marketing campaigns/programs

Ensure market is aware of all details, key dates and next steps

Track banker follow-up activity


Communication Activities:
Actively participate in market sales meetings by providing marketing updates on banker/client initiatives, competitive intelligence, industry trends, product changes

Ensure bankers are aware of sales and marketing resources available for business development activities

Track client gift ordering and spend

Monitor local sources for client/prospect/competitor information

Participate in development and execution of segment/local marketing strategies

Manage nomination process & client selection for Events & Campaigns

Reporting and Data Management

Prepare and customize market and banker performance reports

Provide analytical support


key metrics - call coverage, pipeline quality/timeliness, and sponsorship


Fulfill data quality management activities for clients & prospects

Research and help resolve profitability reporting issues

Oversee integrity of client relationship hierarchies in Client Central.

Track and report on key success factors such as client retention, growth of existing relationships, and sales success with targeted prospects & clients.

Oversee completion of market readiness activities assigned to Bankers and provide progress reporting to market leadership and readiness team.

Fulfill Compliance reporting requests and action items, as directed by the Segment Manager/Market Manager/Business Manager or Service Team.

Fulfill ad hoc reporting requests, as needed.

Other Responsibilities


Manage special Projects, analysis and reporting as requested by market leadership team


Maintain appropriate tools knowledge



Bachelors Degree required


3-5 years experience in financial services, preferably commercial banking


Self-starter with strong problem-solving and strategic thinking skills


Strong knowledge of Microsoft Excel and Power Point required


Analytical, with a strong focus on details, quality, and accuracy


Strong organizational and time management skills; ability to manage multiple and conflicting priorities


Strong verbal and written communication skills


Self motivated, results oriented, proactive, eager to learn


High energy level, enthusiasm


Helpful and entrepreneurial attitude



Primary Location

US-WA-Tacoma-WM1279 Tacoma Main / 42216


Commercial Bank



Job Type



Day Job

Employee Status


About this company
9,836 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...