Treasury Sales Support Associate

Location: Chicago, IL, United States

Job Family: Relationship Sales

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a strong commitment to innovation and client success in treasury management. The Treasury Sales Support Associate role in our Chicago office plays a pivotal part in our Relationship Sales team, focusing on supporting the delivery of world-class treasury solutions to corporate clients. This position involves initiating implementations for new treasury products, ensuring accurate and timely billing, and upholding rigorous internal controls and policies to safeguard our operations and client trust. As part of a dynamic team in the heart of Chicago's financial district, you will contribute to fostering long-term client relationships while driving operational efficiency in a high-volume, fast-paced environment. Key to this role is your ability to collaborate closely with sales professionals, product specialists, and compliance teams to execute seamless implementations of cash management, liquidity, and payment solutions tailored to client needs. You will monitor billing accuracy across diverse treasury services, resolve any discrepancies promptly, and ensure all activities align with JPMorgan Chase's global standards for risk management and regulatory compliance. By conducting thorough reviews and maintaining meticulous records, you will help mitigate potential risks and support the firm's reputation for reliability in the financial services industry. This position offers exposure to sophisticated treasury technologies and the opportunity to grow within one of the world's largest banks. We value associates who bring a blend of analytical prowess and interpersonal skills to thrive in our collaborative culture. In this role, you will analyze client requirements, prepare detailed reports, and provide actionable insights to enhance sales strategies. JPMorgan Chase is committed to fostering an inclusive workplace where diverse perspectives drive innovation, and we offer robust professional development resources to support your career progression. Join us in Chicago to make an impact on global treasury operations and advance your expertise in financial services.

Key Responsibilities

• Initiate and coordinate the implementation of treasury sales solutions for new and existing clients, ensuring seamless onboarding and integration
• Monitor and ensure accurate billing processes for treasury products, resolving discrepancies to maintain client satisfaction and revenue integrity
• Guarantee adherence to internal controls, compliance policies, and regulatory standards in all sales support activities
• Collaborate with relationship managers and sales teams to provide timely support on client inquiries and product recommendations
• Conduct quality reviews of sales documentation and transaction processes to mitigate risks and uphold JP Morgan Chase's operational excellence
• Assist in the preparation of client proposals, presentations, and reports highlighting treasury service benefits
• Track implementation progress and escalate issues to senior stakeholders for resolution
• Support the development of sales strategies by analyzing client needs and market trends in the treasury space
• Maintain accurate records in CRM systems and ensure data integrity for reporting purposes
• Contribute to team training sessions on treasury products and best practices

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2 years of experience in treasury services, sales support, or financial operations within the banking industry
• Strong understanding of treasury management products and services, including cash management and liquidity solutions
• Proficiency in Microsoft Office Suite, particularly Excel for financial modeling and data analysis
• Knowledge of regulatory requirements and internal controls in financial services
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment
• U.S. work authorization without sponsorship required

Preferred Qualifications

• Experience working at a major financial institution like JP Morgan Chase
• Familiarity with treasury management systems such as JPMorgan's own platforms or similar tools like Kyriba or GTreasury
• Previous exposure to relationship sales in corporate banking or treasury services
• Certification in treasury management (e.g., Certified Treasury Professional - CTP)
• Bilingual skills, particularly in Spanish or Mandarin, to support diverse client bases in Chicago

Required Skills

• Analytical thinking for financial data interpretation
• Attention to detail in billing and compliance processes
• Communication skills for client and team interactions
• Problem-solving abilities in resolving implementation challenges
• Time management to handle multiple client implementations
• Knowledge of financial regulations like Dodd-Frank and Basel III
• Proficiency in Excel for reporting and forecasting
• Team collaboration in a sales support environment
• Adaptability to evolving treasury market trends
• Customer service orientation for relationship management
• Risk assessment and internal control expertise
• CRM software proficiency (e.g., Salesforce)
• Basic understanding of payment systems and FX products
• Organizational skills for documentation management
• Ethical decision-making in high-stakes financial operations

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6%
• Paid time off including vacation, sick days, and 18 weeks of paid parental leave
• Professional development opportunities through JPMorgan Chase's internal training programs and tuition reimbursement
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships, mental health support, and onsite fitness centers in Chicago offices
• Flexible work arrangements and hybrid options for work-life balance
• Access to exclusive employee discounts and cultural events through the firm's global network

JP Morgan Chase is an equal opportunity employer.