Treasury Sales Group Executive - Pacific Middle Market Segment Head

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San Francisco, CA
Hybrid
7+ Years Experience
Financial Services
The Role

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 lead a team of Treasury Sales professionals across the Pacific Region. Your responsibilities will include fostering and preserving trusted advisor relationships within Commercial Banking and Payments. You will be responsible for establishing robust alliances with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. A crucial part of your role will involve mentoring the Treasury Management Officers and Treasury Sales Associates, ensuring an outstanding client experience while managing risk and providing appropriate guidance to the team. Additionally, you will be responsible for the development and execution of market and product strategies, utilizing your leadership skills to manage 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.

What the Team is Saying

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The Company
San Francisco, CA
250,000 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
San Francisco, CA

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