Treasury Sales Associate - Commercial & Specialized Industries

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 commitment to innovation and client success. The Treasury Sales Associate - Commercial & Specialized Industries role is an exciting opportunity to join our Commercial Banking team in Chicago, IL, where you will provide customized financial solutions to over 20,000 middle market clients nationwide. As part of the Relationship Sales category, you will focus on building lasting partnerships with businesses in sectors like manufacturing, healthcare, transportation, and energy, helping them optimize liquidity, manage risks, and streamline payments through our world-class treasury products. This position offers the chance to contribute to JP Morgan Chase's mission of powering the progress of individuals and communities while advancing your career in a dynamic, supportive environment. In this role, you will act as a trusted advisor, leveraging your expertise in treasury services to identify opportunities and deliver value-added solutions that align with clients' strategic goals. You will collaborate closely with cross-functional teams to structure deals involving cash management, foreign exchange, trade finance, and digital banking tools, all while navigating the complexities of the financial services landscape. Success will be measured by your ability to meet sales objectives, foster client loyalty, and drive revenue growth for JP Morgan Chase in the competitive middle market space. With access to cutting-edge technology and robust training programs, you will stay ahead of industry trends and regulatory developments to provide proactive insights. JP Morgan Chase values diversity, inclusion, and professional growth, offering a collaborative culture where your contributions make a real impact. This position is ideal for motivated professionals passionate about financial services and client-centric sales. Join us to be part of a team that not only serves the nation's leading businesses but also shapes the future of treasury management.

Key Responsibilities

• Develop and maintain relationships with middle market clients in commercial and specialized industries to provide tailored treasury solutions
• Identify client needs and recommend appropriate cash management, liquidity, and payment products from JP Morgan Chase's portfolio
• Collaborate with internal teams including product specialists and risk management to deliver comprehensive financial strategies
• Conduct sales presentations, product demonstrations, and client workshops to drive adoption of treasury services
• Monitor market trends and regulatory changes in the financial services industry to advise clients proactively
• Achieve sales targets for treasury products while ensuring compliance with JP Morgan Chase policies and banking regulations
• Support client onboarding and implementation of treasury solutions, including integration with digital platforms
• Analyze client financial data to uncover opportunities for cross-selling additional JP Morgan services
• Participate in industry events and networking to expand JP Morgan Chase's presence in the middle market segment
• Prepare reports on sales pipeline, client feedback, and performance metrics for senior management

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
• Proven track record in relationship management with middle market clients
• Strong understanding of treasury management products and cash management solutions
• Excellent communication and presentation skills
• 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
• Experience working with commercial and specialized industries such as manufacturing, healthcare, or energy
• Familiarity with JP Morgan Chase's treasury platforms and digital banking tools
• Previous sales experience in a top-tier financial institution
• Bilingual proficiency in Spanish or another language relevant to client base

Required Skills

• Treasury management and cash flow optimization
• Sales prospecting and pipeline management
• Client relationship building and retention
• Financial analysis and modeling
• Knowledge of banking regulations (e.g., Dodd-Frank, Basel III)
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Presentation and negotiation skills
• Problem-solving and strategic thinking
• Time management and prioritization in a fast-paced environment
• Team collaboration and cross-functional communication
• Understanding of digital payment systems and fintech innovations
• Risk assessment in commercial lending
• Data-driven decision making
• Adaptability to industry changes
• Ethical judgment and compliance adherence

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 facilities

JP Morgan Chase is an equal opportunity employer.