Financial Institutions Payments Sales Associate

JPMorganChase
Plano, TX

:

You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team.

As a Payments Sales Associate within the Financial Institutions Group - NA Banks segment, you will be instrumental in supporting Payments Sales Managers in furthering relationships and generating new sales from a diverse client base. Your role will involve effective collaboration with various departments such as client service, compliance, operations, risk, credit, and legal to ensure the best product delivery. You will be responsible for gaining a thorough understanding of the market, our clients' industries, their organizational and operational structures, their partnering processes, and business objectives. Your duties will also include managing a portfolio, facilitating proactive client engagement, collaborating with multiple internal partners, and developing solutions to meet our clients' strategic and complex needs. Furthermore, you will play a significant role in key relationship management initiatives such as billing and pricing, interest rate management, service escalation and resolution, among others.

Job responsibilities

  • Understanding the macro environment, industry trends, clients' business goals and strategies to better determine their requirements and identify potential new business opportunities for J.P. Morgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity.
  • Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global construct
  • Develop strong relationships within client's Treasury, Product and Operations organizations - anticipate client needs/challenges and proactively engage appropriate J.P. Morgan Payments partners to develop comprehensive solutions
  • Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
  • Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
  • Think outside the box, identify new ways to advance team wide initiatives and help coordinate thought leadership and key industry events

Required qualifications, capabilities, and skills

  • 2 + years experience in cash management, transaction banking, payments or related fields
  • Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
  • Goal oriented with the ability to foster innovation and solve problems creatively
  • Strong time management, organizational and planning skills and ability to manage multiple priorities concurrently with keen attention to follow-up coordination
  • Ability to mobilize internal networks and resources

Preferred qualifications, capabilities, and skills

  • BA/BS
  • Knowledge and understanding of Treasury Services products, pricing philosophy, and billing process/procedures
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.

Posted 2026-07-31

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