Treasury Sales Associate - Healthcare, Higher Education, and Nonprofit

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 proud history of delivering innovative solutions to clients across industries. As a Treasury Sales Associate in our Healthcare, Higher Education, and Nonprofit team, you will join a dynamic group dedicated to serving over 20,000 middle market clients nationwide. Based in our Chicago, IL office, this role within the Relationship Sales category offers the opportunity to leverage your expertise in treasury services to help mission-driven organizations optimize their financial operations. You will play a key role in fostering long-term partnerships, providing customized liquidity, payment, and risk management solutions that align with the unique needs of healthcare providers, educational institutions, and nonprofits. In this position, you will engage directly with clients to understand their treasury challenges and recommend JP Morgan Chase's robust suite of products, including global payments, cash pooling, and foreign exchange hedging. Collaborating with cross-functional teams, you will drive sales initiatives, conduct needs assessments, and ensure seamless implementation of solutions that enhance efficiency and compliance. Your efforts will contribute to the firm's commitment to empowering these sectors with tools that support sustainable growth and financial stability in an ever-evolving regulatory landscape. We value professionals who thrive in a client-centric environment and are passionate about the impact of financial services on public good sectors. This role not only offers professional growth through exposure to high-profile clients and advanced treasury technologies but also the chance to be part of JP Morgan Chase's broader mission to enable economic progress. If you have a blend of sales acumen and sector knowledge, join us to make a meaningful difference.

Key Responsibilities

• Develop and maintain relationships with middle market clients in healthcare, higher education, and nonprofit sectors, providing tailored treasury solutions to over 20,000 clients nationwide
• Identify client needs through consultative selling and recommend JP Morgan Chase treasury products such as liquidity management, foreign exchange, and trade finance
• Collaborate with internal teams including product specialists, risk management, and credit analysts to deliver comprehensive financial solutions
• Conduct market analysis and stay abreast of industry trends to advise clients on optimizing cash flow and risk mitigation strategies
• Prepare and deliver presentations, proposals, and financial reports to prospective and existing clients
• Drive revenue growth by achieving sales targets and expanding wallet share within assigned client portfolio
• Support client onboarding and implementation of treasury services, ensuring seamless integration with their financial operations
• Participate in industry events, webinars, and networking opportunities to promote JP Morgan Chase's expertise in the sector
• Monitor client portfolios for opportunities to cross-sell additional banking and advisory services
• Ensure compliance with all regulatory requirements and internal policies in all client interactions

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in treasury sales, relationship management, or financial services within the healthcare, higher education, or nonprofit sectors
• Strong understanding of treasury management products including cash management, liquidity solutions, and payment processing
• Proven track record of building and maintaining client relationships in middle market segments
• Ability to travel up to 25% for client meetings and industry events
• Series 7 and/or Series 63 licenses preferred, or willingness to obtain
• Excellent communication and presentation skills with the ability to articulate complex financial concepts

Preferred Qualifications

• Advanced degree (MBA) or certifications such as Certified Treasury Professional (CTP)
• Experience working with JP Morgan Chase or similar large financial institutions
• Knowledge of regulatory environments specific to healthcare (e.g., HIPAA) and nonprofits (e.g., 501(c)(3) compliance)
• Prior sales experience in the financial services industry targeting middle market clients
• Familiarity with data analytics tools for financial forecasting and client reporting

Required Skills

• Treasury management and cash flow optimization
• Relationship building and client consultation
• Sales and negotiation techniques
• Financial modeling and analysis
• Knowledge of banking regulations (e.g., Dodd-Frank, Basel III)
• Presentation and public speaking
• Data analytics and reporting tools (e.g., Excel, Tableau)
• Risk assessment and mitigation strategies
• Industry-specific knowledge in healthcare, education, and nonprofits
• Cross-functional team collaboration
• Problem-solving and critical thinking
• Time management and prioritization
• Adaptability to fast-paced environments
• Proficiency in CRM systems (e.g., Salesforce)
• Strong ethical judgment and compliance awareness

Benefits

• Competitive base salary with performance-based bonuses and commission structure
• 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 opportunities through JP Morgan Chase's learning programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options in Chicago, IL

JP Morgan Chase is an equal opportunity employer.