Treasury Sales Associate - Technology and Disruptive Commerce

Location: New York, NY, 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-focused solutions. The Treasury Sales Associate - Technology and Disruptive Commerce role within our Commercial Banking division offers an exciting opportunity to join a dynamic team dedicated to serving over 20,000 middle market clients across the United States. Based in New York, NY, you will play a pivotal role in the Relationship Sales category, helping technology and disruptive commerce companies navigate complex financial landscapes through our world-class treasury services. This position is ideal for driven professionals passionate about the intersection of finance and innovation, where you will leverage JPMorgan Chase's extensive resources to deliver value that drives client success and business growth. In this role, you will focus on building and nurturing strategic relationships with clients in high-growth sectors like fintech, e-commerce, and software-as-a-service (SaaS). Your primary responsibilities will include assessing client treasury needs, such as optimizing cash flow, enhancing liquidity management, and streamlining payments via JPMorgan Chase's advanced digital platforms. You will collaborate closely with cross-functional teams to customize solutions that align with emerging industry trends, ensuring our clients remain agile in a rapidly evolving market. By conducting thorough needs analyses and presenting tailored proposals, you will contribute to revenue expansion while upholding the highest standards of risk management and regulatory compliance synonymous with JPMorgan Chase. What sets this opportunity apart is the chance to thrive in a supportive environment that fosters professional development and innovation. As part of JPMorgan Chase's commitment to empowering associates, you will have access to cutting-edge tools, ongoing training, and a collaborative culture that values diverse perspectives. If you are a results-oriented sales professional with a keen interest in technology-driven industries, this role offers the platform to advance your career while making a tangible impact on the future of financial services.

Key Responsibilities

• Develop and maintain relationships with middle market clients in the technology and disruptive commerce industries, providing tailored treasury solutions to over 20,000 clients nationwide
• Identify client needs in cash management, liquidity optimization, and payment automation, recommending JPMorgan Chase's innovative treasury products
• Collaborate with internal teams, including product specialists and risk managers, to deliver comprehensive financial strategies
• Conduct market analysis on emerging trends in tech and e-commerce to anticipate client requirements and drive proactive sales opportunities
• Prepare and deliver presentations, proposals, and financial analyses to secure new business and expand existing accounts
• Monitor client portfolios to ensure compliance with regulatory standards and optimize treasury performance using JPMorgan's digital tools
• Achieve sales targets by upselling treasury services and integrating them with broader banking solutions
• Participate in industry events and networking to build JPMorgan Chase's presence in the technology sector
• Provide ongoing support to clients, resolving issues and ensuring high satisfaction levels
• Contribute to team goals by sharing insights on disruptive commerce trends and client feedback

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
• Proven track record of managing client relationships and driving revenue growth in middle market segments
• Strong understanding of treasury management solutions, including cash management, liquidity, and payment processing
• Excellent communication and presentation skills with the ability to engage C-suite executives
• Ability to travel up to 25% for client meetings and industry events
• Series 7 and/or Series 63 licenses preferred, or willingness to obtain

Preferred Qualifications

• Experience working with technology and disruptive commerce sectors, such as fintech, e-commerce, or SaaS companies
• MBA or advanced degree in Finance or related field
• Prior exposure to JPMorgan Chase's treasury products or similar banking platforms
• Bilingual proficiency in English and another language relevant to client base
• Demonstrated success in cross-selling financial products in a competitive market

Required Skills

• Treasury management expertise
• Client relationship building
• Sales and negotiation techniques
• Financial product knowledge
• Market analysis and trend forecasting
• Presentation and public speaking
• Data analysis using tools like Excel or Tableau
• Regulatory compliance awareness
• Cross-functional team collaboration
• Digital banking platform proficiency
• Problem-solving and critical thinking
• Adaptability to fast-paced environments
• Strategic planning
• Customer service orientation
• Time management and prioritization

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, including tuition reimbursement and leadership training
• Employee stock purchase plan and financial wellness resources
• Access to JPMorgan Chase's global mobility opportunities and career advancement paths
• Wellness initiatives, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.