Diversified Industries Payments Sales Associate

Location: Chicago, IL, United States

Job Family: Sales Support

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a strong commitment to innovation in payments and treasury solutions. As a Diversified Industries Payments Sales Associate in our Chicago office, you will play a vital role in supporting our Payments Sales Managers (PSMs) and Payments Client Managers (PCMs) as they serve clients across diverse sectors like manufacturing, retail, energy, and transportation. This entry-level position in the Sales Support category offers an exciting opportunity to gain hands-on experience in commercial banking while contributing to the growth of our market-leading payment products. You will work in a collaborative environment, leveraging JPMorgan Chase's vast resources to help clients optimize their cash flow and payment processes in a dynamic economic landscape. Your day-to-day responsibilities will include assisting with client prospecting, preparing tailored sales materials, and tracking deal progress within our robust CRM systems. You will analyze industry-specific data to uncover opportunities for solutions like real-time payments, cross-border transfers, and integrated treasury management tools. Collaborating closely with senior team members, you will ensure compliance with regulatory standards such as those from the Federal Reserve and OCC, while fostering strong relationships with internal partners in product, risk, and operations. This role is ideal for motivated professionals eager to build a career in financial sales, with exposure to high-profile clients and the chance to contribute to strategic initiatives that drive revenue in the diversified industries vertical. JPMorgan Chase values diversity, inclusion, and professional growth, providing comprehensive training programs and mentorship to help you succeed. Joining our team means becoming part of a firm renowned for its stability and innovation, where your contributions directly impact our clients' success and our position as a top payments provider. If you are passionate about finance and ready to support sales efforts in a prestigious institution, this role offers a strong foundation for long-term advancement within our Commercial Banking division.

Key Responsibilities

• Provide administrative and analytical support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs) in managing client relationships
• Assist in preparing sales presentations, proposals, and pitch books tailored to diversified industries clients
• Conduct research on client needs, industry trends, and competitive landscapes to support sales strategies
• Coordinate client meetings, including scheduling, logistics, and follow-up communications
• Track sales pipelines, opportunities, and metrics using internal CRM tools
• Support the development of customized payment solutions, such as ACH, wires, and real-time payments
• Collaborate with cross-functional teams, including product specialists and compliance, to ensure seamless client onboarding
• Analyze client data to identify upsell opportunities and prepare performance reports
• Maintain accurate records of client interactions and sales activities in compliance with regulatory standards
• Contribute to team initiatives aimed at enhancing JPMorgan Chase's market position in diversified industries

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• 1-2 years of experience in sales support, client services, or financial services
• Strong understanding of payment processing, treasury management, or commercial banking products
• Proficiency in Microsoft Office Suite, including Excel for data analysis and reporting
• Excellent communication skills with the ability to interact with clients and internal teams
• Ability to work in a fast-paced environment and manage multiple priorities
• U.S. work authorization without sponsorship required

Preferred Qualifications

• Experience in the diversified industries sector, such as manufacturing, retail, or energy
• Knowledge of JPMorgan Chase's payment solutions like Chase Connect or global wire transfers
• Familiarity with CRM systems such as Salesforce
• Previous internship or role in a financial institution
• Series 6 or 7 license or willingness to obtain

Required Skills

• Analytical thinking and problem-solving
• Proficiency in Excel for financial modeling and data visualization
• Strong written and verbal communication
• Client relationship management
• Time management and organizational skills
• Knowledge of payment systems and treasury services
• Attention to detail in documentation and reporting
• Team collaboration and interpersonal skills
• Adaptability to changing priorities
• Basic understanding of financial regulations (e.g., BSA/AML)
• CRM software proficiency (e.g., Salesforce)
• Research and market analysis
• Presentation skills for internal and client meetings
• Discretion with sensitive client information
• Proactive initiative-taking

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for further education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at Chicago office
• Flexible work arrangements and hybrid work options post-onboarding

JP Morgan Chase is an equal opportunity employer.