Consumer, Retail & Business Services Payments Sales Associate

JP Morgan Chase; Chicago (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase is seeking an analytically minded professional to help large corporate clients modernize cash management and treasury processes. You will collaborate with sales managers and cross-functional teams from discovery through implementation to understand client needs and drive end-to-end solutions.

You will build internal networks, manage multiple priorities, and contribute to client outcomes by supporting onboarding, research, and proposal activities, while applying strong

Qualifications

• 2+ years of experience in cash management, treasury services, payments, or a related field.
• Strong verbal and written communication skills; ability to synthesize complex issues into clear conclusions.
• Proven ability to manage multiple priorities with organization and follow-through.
• Demonstrated ability to build internal networks to mobilize resources and drive outcomes.
• Experience with Microsoft Excel, Word, and PowerPoint.
• Ability to analyze data to identify trends and improvement opportunities.
• Experience supporting client onboarding and implementation workflows.

Responsibilities

• Support portfolio growth by assisting sales managers with sales execution and client engagement activities
• Build relationships within client treasury organizations to understand needs and connect clients to internal partners
• Coordinate cross-functional and regional deal activity, including solution development support, pricing inputs, and proposal workflow management
• Support RFP/RFI processes by organizing inputs, timelines, and deliverables with product partners
• Prepare client research and pitch materials, coordinate meeting follow-ups, and drive actions across teams
• Develop account plans and materials to support relationship reviews with client service teams
• Coordinate onboarding documentation and support seamless integration with implementation partners
• Submit and monitor onboarding, KYC, and implementation requests, escalating as needed
• Analyze transactional data to identify trends, risks, and pricing or billing inefficiencies; summarize insights and actions
• Contribute client insights in partner forums to align solutions with client objectives
• Support product implementations and client service escalations by coordinating stakeholders and timely resolution

Skills

Communication

Multitasking

MS Office

Data analysis

Client onboarding

Education

Bachelor's degree

Job description

Help large corporate clients modernize how they move, manage, and optimize cash. In this role, you'll build commercial instincts and product knowledge while partnering with experienced sales managers and cross-functional teams. You'll gain exposure to complex client needs and learn how solutions come together end-to-end, from discovery through implementation. You'll grow a strong internal network and play a meaningful role in improving client outcomes. If you enjoy connecting dots across teams and turning ideas into action, you'll thrive here.

Job responsibilities

• Support portfolio growth by assisting sales managers with sales execution and client engagement activities
• Build relationships within client treasury organizations to understand needs, anticipate challenges, and connect clients to appropriate internal partners
• Coordinate cross-functional and regional deal activity, including solution development support, pricing inputs, and proposal workflow management
• Support request-for-proposal and request-for-information processes by organizing inputs, timelines, and deliverables with product partners
• Prepare client research and pitch materials, and coordinate meeting follow-ups by driving actions across internal teams
• Develop account plans, briefing memos, and materials to support relationship reviews in partnership with client service teams
• Coordinate onboarding documentation and support seamless integration with implementation partners through clear tracking and follow-through
• Submit and monitor onboarding, client due diligence (know-your-customer), and implementation requests, escalating appropriately to meet client needs while managing expectations
• Analyze transactional data to identify trends, risks, and pricing or billing inefficiencies; summarize insights and recommended actions
• Contribute client insights in partner forums to align solutions with client objectives and broader firm priorities
• Support product implementations and client service escalations by coordinating stakeholders and driving timely resolution

Required qualifications, capabilities, and skills

• 2+ years of experience in cash management, treasury services, payments, or a related field
• Strong verbal and written communication skills, including the ability to synthesize complex issues into clear, concise conclusions
• Proven ability to manage multiple priorities with strong organization, planning, and follow-through
• Demonstrated ability to build and leverage internal networks to mobilize resources and drive outcomes
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Ability to analyze transactional or business data to identify trends, risks, and improvement opportunities
• Experience supporting client onboarding and implementation workflows, including documentation tracking and stakeholder coordination

Preferred qualifications, capabilities, and skills

• Experience supporting large corporate clients and/or complex, multi-stakeholder relationship coverage models
• Familiarity with diversified industries client needs and treasury operating models
• Knowledge of payments and treasury services products and solutions
• Experience supporting pricing analysis and profitability or billing reviews
• Exposure to credit processes and partnership with credit stakeholders
• Demonstrated ability to propose process improvements and advance team-wide initiatives
• Bachelor's degree

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

A part of the Commercial & Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money, and assets. The team of experts tackles complex challenges at every stage of the payment lifecycle. And their industry-leading solutions facilitate seamless transactions across borders, industries, and platforms.

Operating in over 160 countries and handling more than 120 currencies, J.P. Morgan Payments business is the largest processor of USD payments, with a daily transaction volume of $10 trillion.