Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Treven Popplewell

Chicago

Summary

Dynamic Treasury Sales Associate with a proven track record at JPMorganChase, specializing in payment system implementation and client workflow optimization. Achieved a 15% improvement in working capital efficiency for corporate clients while fostering strong relationships. Expertise in regulatory compliance and a commitment to client satisfaction drive successful outcomes.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Treasury Sales Associate

JPMorganChase
Chicago
03.2025 - Current
  • Delivered tailored payment solutions to mid-to-large corporate clients, streamlining their payment workflows and reducing transaction processing time by 35%.
  • Advised over 30 corporate clients on customized cash management and liquidity solutions, leading to a 15% average improvement in working capital efficiency.
  • Resolved client transaction and servicing issues with a 95% first contact resolution rate, significantly improving client satisfaction scores.

Transfer Onboarding Specialist

JPMorganChase
Chicago
04.2023 - 03.2025
  • Project managed the seamless transition of 20+ clients simultaneously from Business Banking to Commercial Banking, ensuring onboarding was completed on time and with zero disruption to daily operations.
  • Acted as the primary liaison between clients and internal stakeholders to coordinate account migration, reducing average onboarding time by 25%.
  • Oversaw the setup of treasury and payment products during the transfer, ensuring full commercial banking functionality within 10 business days post migration.

Advisor Development Program - Relationship Manager

Bank of America
Chicago
08.2022 - 03.2023
  • Built longterm client relationships by proactively identifying cross sell opportunities in treasury, lending, and wealth products.
  • Participated in a rotational development program focused on financial advising, client relationship building, and risk management.

Education

Public Finance -

Indiana University at Bloomington
Bloomington, IN
05.2022

Skills

  • Payment System Implementation
  • Client Payment Workflow Optimization
  • Banking Platform & ERP Integration
  • Regulatory & Compliance Knowledge

Certification

  • Securities Industries Essentials
  • Business Strategy - eCornell

Timeline

Treasury Sales Associate

JPMorganChase
03.2025 - Current

Transfer Onboarding Specialist

JPMorganChase
04.2023 - 03.2025

Advisor Development Program - Relationship Manager

Bank of America
08.2022 - 03.2023

Public Finance -

Indiana University at Bloomington

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Treven Popplewell