Treasury Sales Associate - Real Estate Banking

Location: Dallas, TX, United States

Job Family: Relationship Sales

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Treasury Sales Associate in Real Estate Banking plays a pivotal role in our Commercial Banking division, serving over 20,000 middle market clients nationwide. Based in our Dallas, TX office, this position involves partnering with real estate developers, investors, and property managers to deliver customized treasury solutions that enhance liquidity, manage risks, and streamline operations. As part of the Relationship Sales category, you'll contribute to building long-term partnerships by leveraging JPMorgan Chase's extensive suite of products, including cash management, payments, and foreign exchange services tailored to the dynamic real estate sector. In this role, you'll engage directly with clients to understand their unique financial challenges, such as funding large-scale property acquisitions or optimizing cash flows across multiple sites. You'll collaborate with internal teams to design and propose solutions using platforms like JPM Access for seamless digital treasury management. Success requires a blend of sales prowess and deep industry knowledge, as you'll analyze market trends, competitive offerings, and regulatory landscapes to position JPMorgan Chase as the go-to partner for real estate treasury needs. Expect to travel for client visits and participate in industry events to expand our footprint in this vital market segment. JPMorgan Chase values associates who thrive in a collaborative, high-performance environment. This opportunity offers robust professional growth through mentorship, training on cutting-edge financial tools, and exposure to senior leadership. Join us to make an impact on real estate clients' success while advancing your career in one of the world's most respected financial institutions, all while enjoying the vibrant professional community in Dallas.

Key Responsibilities

• Develop and maintain relationships with middle market real estate clients to identify treasury needs and recommend tailored financial solutions
• Collaborate with cross-functional teams to structure and pitch treasury products, including cash management, foreign exchange, and trade finance
• Conduct market analysis and client consultations to optimize liquidity and risk management strategies for real estate portfolios
• Drive sales targets by generating new business opportunities within the real estate banking sector
• Monitor client portfolios and provide ongoing support to ensure compliance and satisfaction with JPMorgan Chase services
• Prepare and deliver presentations on treasury solutions at client meetings and industry conferences
• Analyze competitive landscapes to position JPMorgan Chase as the preferred partner for real estate treasury needs
• Assist in product development feedback loops based on client insights from the real estate vertical
• Ensure all sales activities adhere to regulatory standards and internal risk policies

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2 years of experience in treasury services, sales, or relationship management within the financial services industry
• Strong understanding of cash management, liquidity solutions, and payment processing tailored to real estate clients
• Proven track record in sales or client-facing roles, with experience in the middle market segment
• Knowledge of regulatory requirements in banking and treasury operations
• Ability to travel up to 25% for client meetings and industry events
• U.S. work authorization and willingness to relocate to Dallas, TX

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with real estate banking clients or commercial real estate sectors
• Familiarity with JPMorgan Chase's treasury products and platforms like JPM Access
• Series 7 or equivalent financial licensing
• Bilingual skills, particularly Spanish, for diverse client interactions

Required Skills

• Proficiency in financial modeling and treasury software tools
• Strong analytical skills for assessing client liquidity and risk profiles
• Excellent communication and presentation skills for client interactions
• Sales acumen and negotiation expertise in competitive environments
• Knowledge of real estate finance trends and market dynamics
• Relationship-building and networking abilities
• Proficiency in Microsoft Office Suite and CRM systems like Salesforce
• Understanding of FX hedging and payment systems
• Problem-solving skills for customizing solutions
• Time management and organizational skills in a fast-paced setting
• Regulatory compliance awareness in banking
• Data analysis using tools like Excel or Tableau
• Team collaboration across sales and product teams
• Adaptability to evolving financial technologies
• Customer-centric approach with empathy for client challenges

Benefits

• Competitive base salary with performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• 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
• On-site fitness centers and wellness programs at Dallas office
• Flexible work arrangements and hybrid options post-onboarding

JP Morgan Chase is an equal opportunity employer.