Treasury Sales Associate - Commercial Bank - Healthcare Services

Location: Chicago, IL, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to empowering businesses in dynamic sectors like healthcare. As a Treasury Sales Associate in our Commercial Bank - Healthcare Services team, you will play a pivotal role in delivering innovative financial solutions to over 20,000 middle-market clients across the United States. Based in our Chicago, IL office, this position within the Relationship Sales category offers the opportunity to drive growth by connecting healthcare providers, payers, and services firms with tailored treasury management strategies that enhance liquidity, mitigate risks, and optimize cash flows in a complex regulatory landscape. Your day-to-day responsibilities will involve cultivating deep relationships with healthcare executives, identifying their unique financial needs, and recommending JP Morgan Chase's suite of treasury products, including advanced cash management, payment automation, and foreign exchange solutions. You will collaborate with internal experts to craft compelling proposals, conduct client workshops, and ensure seamless implementation of services. By staying ahead of industry trends such as value-based care and digital health innovations, you will position JP Morgan Chase as a trusted partner, helping clients navigate economic challenges while achieving their strategic goals. This role demands a blend of sales acumen and financial expertise, with a focus on the healthcare sector's specific demands. You will contribute to team objectives by meeting sales quotas, analyzing client portfolios for upsell opportunities, and participating in market intelligence efforts. At JP Morgan Chase, we foster a collaborative culture that values innovation and integrity, providing you with the tools, training, and support to excel in a rewarding career path with opportunities for advancement across our global network.

Key Responsibilities

• Develop and maintain relationships with middle-market healthcare clients, providing tailored treasury solutions to over 20,000 clients nationwide
• Prospect and acquire new business within the healthcare services sector, focusing on commercial banking opportunities
• Collaborate with cross-functional teams to design and pitch customized financial products like cash flow optimization and risk management
• Conduct needs assessments and deliver presentations on treasury services to healthcare executives and decision-makers
• Monitor market trends and regulatory changes in healthcare to advise clients proactively
• Achieve sales targets for treasury products while ensuring compliance with JP Morgan Chase policies and industry standards
• Support client onboarding and implementation of treasury solutions, including integration with electronic banking platforms
• Analyze client financial data to recommend improvements in liquidity and working capital management
• Participate in industry events and networking to enhance JP Morgan Chase's presence in the healthcare market
• Provide ongoing support to resolve client issues and foster long-term partnerships

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2-3 years of experience in treasury sales, commercial banking, or financial services within the healthcare sector
• Strong understanding of treasury management products including cash management, liquidity solutions, and payment processing
• Proven track record in sales and relationship management with middle-market clients
• Knowledge of regulatory requirements in the healthcare industry, such as HIPAA and Medicare compliance
• Ability to travel up to 25% for client meetings and industry events
• Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• MBA or advanced degree in Finance or Healthcare Administration
• Experience working with healthcare providers, payers, or services firms in a banking capacity
• Familiarity with JP Morgan Chase's treasury platforms and digital banking tools
• Previous role in a sales position at a major financial institution
• Bilingual skills, particularly Spanish, to serve diverse healthcare clients

Required Skills

• Treasury product knowledge
• Sales and negotiation expertise
• Relationship building and management
• Financial analysis and modeling
• Healthcare industry regulations
• Client presentation and communication
• Problem-solving and critical thinking
• Time management and organization
• Proficiency in Microsoft Office Suite and CRM tools
• Data-driven decision making
• Adaptability to fast-paced environments
• Team collaboration and leadership
• Risk assessment and compliance awareness
• Digital banking platform familiarity
• Strategic planning and forecasting

Benefits

• Competitive base salary with 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 and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• Access to JP Morgan Chase's global mobility opportunities and career advancement paths
• Wellness programs including gym memberships, mental health support, and onsite fitness centers

JP Morgan Chase is an equal opportunity employer.