Treasury Sales Associate - Commercial Bank

Location: Dallas, TX, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Treasury Sales Associate role within our Commercial Bank division offers an exciting opportunity to join a dynamic team dedicated to serving over 20,000 middle market clients nationwide. Based in Dallas, TX, you will play a pivotal role in delivering customized treasury solutions that help businesses optimize their liquidity, manage risks, and streamline payments in today's complex financial landscape. This position is ideal for motivated professionals passionate about relationship-driven sales in the financial services industry, where you'll leverage JP Morgan's world-class resources to drive client success and business growth. As a Treasury Sales Associate, your primary focus will be on building and nurturing long-term relationships with middle market companies, understanding their unique cash flow challenges, and positioning JP Morgan's suite of treasury products—including advanced cash management tools, foreign exchange solutions, and digital payment platforms—as the ideal fit. You'll collaborate closely with clients across industries such as energy, manufacturing, and real estate, prevalent in the Dallas market, to provide strategic advice on treasury optimization. This role demands a blend of consultative selling, financial expertise, and a client-centric approach, ensuring that every interaction aligns with JP Morgan's commitment to excellence and integrity. In addition to client engagement, you'll contribute to internal initiatives by analyzing market trends, supporting product development feedback, and achieving ambitious sales targets that contribute to the Commercial Bank's overall performance. JP Morgan Chase fosters a collaborative culture with access to cutting-edge technology and ongoing professional development, empowering you to advance your career while making a tangible impact. If you're ready to thrive in a high-energy environment and help shape the financial futures of America's growing businesses, join us in Dallas and be part of a team that's redefining treasury services at one of the world's most respected financial institutions.

Key Responsibilities

• Develop and maintain relationships with middle market clients to identify treasury needs and recommend tailored financial solutions
• Collaborate with internal teams to structure and deliver treasury products such as cash pooling, foreign exchange hedging, and trade finance
• Conduct client presentations and demonstrations of JP Morgan's treasury platforms, including JPM Access and digital banking tools
• Drive revenue growth by achieving sales targets for treasury services within the Commercial Bank division
• Analyze client financial data to provide insights on liquidity optimization and risk management
• Support cross-selling initiatives by partnering with other JP Morgan lines of business, such as investment banking
• Monitor market trends and regulatory changes to advise clients on best practices in treasury management
• Prepare and deliver quarterly business reviews to clients, highlighting performance metrics and opportunities
• Assist in training junior team members on treasury sales strategies and product knowledge
• Ensure all client interactions comply with JP Morgan's risk and compliance standards

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in treasury sales, commercial banking, or financial services
• Strong understanding of treasury management products including cash management, liquidity solutions, and payment processing
• Proven track record in sales or relationship management within the middle market segment
• Excellent communication and interpersonal skills for client-facing interactions
• Ability to travel up to 25% for client meetings and industry events
• Series 7 and/or Series 63 licenses, or willingness to obtain them

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with middle market clients in the Southwest region
• Knowledge of regulatory compliance in treasury services (e.g., OFAC, BSA)
• Bilingual proficiency in Spanish, given the Dallas market demographics
• Prior experience at a major financial institution like JP Morgan Chase

Required Skills

• Treasury product knowledge (cash management, FX, derivatives)
• Sales acumen and negotiation skills
• Client relationship management
• Financial analysis and modeling
• Proficiency in Microsoft Office Suite and financial software
• Understanding of banking regulations and compliance
• Strong presentation and public speaking abilities
• Analytical thinking and problem-solving
• Team collaboration and cross-functional partnership
• Time management and prioritization in a fast-paced environment
• Digital literacy with treasury management systems (TMS)
• Risk assessment and mitigation
• Market research and trend analysis
• Active listening and empathy for client needs
• Adaptability to evolving financial technologies

Benefits

• Competitive base salary plus performance-based bonuses and commissions
• 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, including tuition reimbursement and access to JP Morgan's internal training
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Dallas

JP Morgan Chase is an equal opportunity employer.