Treasury Sales Associate -Emerging Middle Market

JPMorgan Chase; Plano (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

JPMorgan Chase in Charlotte, NC (Plano, TX) seeks a Treasury Sales Associate in Commercial Banking to contribute to new sales targets, manage client relationships, and grow portfolios. You will collaborate with Treasury Management Officers and product partners to design cash-management solutions.

The role offers a three-year development plan toward senior Treasury Solutions positions, with daily sales cycles, pricing accuracy, and cross-functional teamwork; bachelor's degree and 3+ years

Qualifications

• Bachelor's Degree
• Three+ years’ relevant banking and treasury experience
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Superior verbal and written communication skills with the ability to mobilize internal networks and resources
• Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
• Proficiency in Microsoft Office (PowerPoint, Excel and Word)
• Ambition to develop into an individual sales contributor

Responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
• Develop an understanding of clients' Treasury cash management structure and objectives
• Coordinate with product partners to develop comprehensive Treasury solutions
• Develop and understand competitors’ products and positioning within the client & market
• Work with the TMO’s throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Skills

Time management

Verbal and written communication

Relationship building

Pricing and cost analysis

Microsoft Office

Career progression

Education

Bachelor's Degree

Tools

Microsoft Office (PowerPoint, Excel and Word)

Job description

Treasury Sales Associate -Emerging Middle Market

Charlotte, NC, United States

and 1 more

Job Information

• Job Identification 210765814

• Job Category Relationship Sales

• Business Unit Commercial & Investment Bank

• Posting Date 09/17/2026, 07:32 PM

• Locations 4350 Congress St, Charlotte, NC, 28209, US8181 Communications Pkwy Bldg B, Plano, TX, 75024, US

• Job Schedule Full time

• Job Shift Day

Job Description

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.

Job responsibilities

• Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models

• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research

• Develop an understanding of clients' Treasury cash management structure and objectives

• Coordinate with product partners to develop comprehensive Treasury solutions

• Develop and understand competitors’ products and positioning within the client & market

• Work with the TMO’s throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately

• Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing

Required qualifications, capabilities, and skills

• Bachelor's Degree

• Three+ years’ relevant banking and treasury experience

• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment

• Superior verbal and written communication skills with the ability to mobilize internal networks and resources

• Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures

• Proficiency in Microsoft Office (PowerPoint, Excel and Word)

• Ambition to develop into an individual sales contributor

Preferred qualifications, capabilities, and skills

• Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions

• Sales, portfolio management or relationship management experience

• Qualitative and quantitative skills

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 (https://careers.jpmorgan.com/us/en/how-we-hire/faqs) for more information about requesting an accommodation.

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

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.