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Treasury Sales Group Executive

2 months ago


San Francisco, California, United States JPMorganChase Full time

Job Description
Do you enjoy leading teams and building strategies for Treasury growth? You have found the right team
As the Pacific Core Treasury Sales Head within the Middle Market Banking sector, you will be tasked with comprehensive management of a team of Treasury Sales professionals in the Pacific Region. Your responsibilities will include fostering and maintaining trusted advisor relationships across Commercial Banking and Payments. You will be expected to forge strong partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. A significant part of your role will involve facilitating the development of the Treasury Management Officers and Treasury Sales Associates, ensuring an exceptional client experience while managing risk and providing appropriate guidance to the team. Additionally, you will be responsible for the creation and execution of market and product strategies, utilizing your leadership skills to oversee a team of Treasury Sales professionals.
Job responsibilities

  • Recruit, train, lead, coach, and motivate Team
  • Oversee the Pacific Middle Market Treasury Solutions budget, sales goals and P&L
  • Develop, monitor and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals
  • Work with Middle Market leadership to formulate and execute market strategy for Treasury Solutions
  • Develop regional/district strategies to drive growth
  • Cultivate larger prospect relationships of regional/national scope
  • Oversee the development of actionable relationship plans for select clients
  • Engage in a disciplined marketing process and quality call activities
  • Manage customer expectations by communicating upfront timelines and deliverables
  • Partner with the client to ensure a successful implementation of Treasury Solutions
  • Protect the firm by applying sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

  • Bachelor's Degree
  • 15+ years' experience in Treasury Services, Financial Services or related business experience
  • 5+ years of management experience
  • Experience in managing geographically distributed team, and managing managers
  • Deep understanding and direct background in the California market.
  • Sales management in an outside business to business sales environment with a documented track record of success / top performance
  • Strong understanding of corporate treasury market
  • Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote field sales managers
  • Ability to develop, drive and articulate strategy and vision for the team and lead a sales force
  • Ability to measure key performance metrics and drive organization accordingly
  • Sense of urgency and ability to manage and direct staff and deliver all facets of performance management (coaching, career mobility, reviews, action plans, etc.

Preferred qualifications, capabilities, and skills

  • Ability to develop and build strong relationships with clients and internal stakeholders.
  • Ability to measure key performance metrics and drive organization accordingly
  • Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospects or to guide a team to this result
  • Ability to provide strong leadership across a team, provide business guidance and support.

About Us
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Middle Market Banking & Specialized Industries (MMBSI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.