Treasury Sales Associate

Location: San Francisco, CA, 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 delivering innovative solutions to clients around the world. As a Treasury Sales Associate in our Commercial Banking division, you will join a dynamic team dedicated to serving over 20,000 middle market clients across the United States. Based in our San Francisco office, you will play a pivotal role in the Relationship Sales category, helping businesses optimize their treasury operations through our comprehensive suite of cash management, liquidity, and payment solutions. This position offers the opportunity to work with diverse industries in a vibrant market, leveraging JPMorgan Chase's unparalleled resources to drive client success and business growth. Your primary focus will be on building and nurturing long-term relationships with middle market clients, understanding their unique financial challenges, and positioning JPMorgan Chase's treasury products as the ideal solutions. From foreign exchange hedging to trade finance and digital treasury platforms like JPM Access, you will conduct needs assessments, deliver tailored recommendations, and close sales to meet revenue targets. Collaboration is key; you will partner with product experts, risk analysts, and relationship managers to ensure seamless service delivery while adhering to the highest standards of compliance and risk management. In this client-facing role, you will also analyze market trends, regulatory impacts, and competitive landscapes to provide proactive advice that strengthens client trust and loyalty. JPMorgan Chase values innovation, integrity, and professional development, offering robust training programs and career advancement opportunities within our global network. This role is ideal for motivated professionals passionate about financial services and eager to contribute to a team that empowers businesses to thrive. Join us in San Francisco and be part of shaping the future of treasury management at one of the world's most respected financial institutions.

Key Responsibilities

• Develop and maintain relationships with over 20,000 middle market clients nationwide, providing tailored treasury and cash management solutions
• Identify client needs through consultative selling and recommend JPMorgan Chase's suite of financial products including foreign exchange, trade finance, and liquidity management
• Collaborate with internal teams such as product specialists and risk management to deliver customized financial strategies
• Conduct market analysis and stay updated on regulatory changes affecting treasury services to advise clients proactively
• Drive revenue growth by achieving sales targets for treasury products in the San Francisco region
• Prepare and deliver presentations, proposals, and financial reports to clients and senior management
• Monitor client portfolios to ensure optimal use of JPMorgan Chase's digital treasury tools and platforms
• Participate in client events, industry conferences, and networking opportunities to expand the client base
• Ensure compliance with all regulatory requirements and JPMorgan Chase's internal policies in all sales activities
• Provide ongoing support to clients post-sale, resolving issues and identifying upsell opportunities

Required Qualifications

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

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with middle market clients in the technology or healthcare industries
• Familiarity with JPMorgan Chase's treasury platforms such as JPM Access and Treasury Connect
• Bilingual proficiency in English and Spanish or Mandarin to serve diverse client bases
• Prior internship or role at a major financial institution like JPMorgan Chase

Required Skills

• Proficiency in financial modeling and analysis using tools like Excel and Bloomberg
• Knowledge of treasury management systems (TMS) and payment automation
• Strong sales acumen and negotiation skills
• Excellent verbal and written communication
• Analytical thinking for assessing client financial needs
• Relationship-building and client retention expertise
• Understanding of regulatory frameworks like Dodd-Frank and Basel III
• Proficiency in CRM software such as Salesforce
• Time management and prioritization in a fast-paced environment
• Adaptability to evolving financial market trends
• Team collaboration across cross-functional groups
• Presentation skills for client pitches and internal meetings
• Risk assessment and mitigation knowledge
• Digital literacy in fintech solutions and APIs
• Cultural sensitivity for diverse client interactions

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 and tuition reimbursement for advanced education
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Hybrid work flexibility and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.