JPMorganChase Logo

JPMorganChase

Treasury Sales Support Associate Manager

Reposted 3 Hours Ago
Be an Early Applicant
Hybrid
Plano, TX
Expert/Leader
Hybrid
Plano, TX
Expert/Leader
Leads a Treasury Sales Support team responsible for improving client onboarding, billing and pricing processes, service-level agreements, controls, reporting, and continuous improvement. Builds partnerships with Sales, Implementation, Product, Documentation, and Technology teams; coaches staff; manages workloads; drives process and policy changes; identifies procedure gaps; and delivers reporting and presentations to senior stakeholders.
The summary above was generated by AI

Interested in enhancing the client experience and managing a team? You have found the right team.

As a Treasury Sales Support Associate Manager within the Commercial Bank Payment Sales team, you will play a pivotal role in developing and implementing a new business model. Your responsibilities will include supporting onboarding requests through the Center of Excellence, thereby enhancing control and accuracy of the process, and ultimately improving the client experience. As a meticulous leader and change agent, you will be expected to effectively communicate and execute the new strategy in a fast-paced environment, working with a strong sense of urgency to drive faster service level agreements (SLAs) and better outcomes for clients. Your role will require a working knowledge of Treasury Sales, the onboarding process, Billing and Pricing setups within the Commercial Bank, along with a proven track record of successful strategy deployment. This position offers high visibility into the CB Payment Sales and necessitates a strong partnership with Sales and Implementation partners, as well as effective collaboration with Treasury Sales Segment leaders to foster a strong partnership between the Center of Excellence and the segment Associates.

Job responsibilities

  • Create an enhanced client experience by coaching the team to quickly and efficiently submit high quality requests
  • Build and sustain strong partnerships with Sales and Implementation partners, serving as a trusted, collaborative point of contact to accelerate onboarding, billing & pricing, and resolve issues quickly
  • Act as a change agent — championing new ways of working, influencing adoption across teams, and leading the organization through process and cultural change
  • Drive faster SLAs by streamlining workflows, removing bottlenecks, and instilling a sense of urgency across the team
  • Enhance the control environment by ensuring sales procedures are followed and identify any updates that are needed and help with the identification of gaps in sales procedures and become an expert on the process
  • Build and maintain internal partner relationships (e.g. sales, implementations, product, documentation, and technology) to help improve the process of submitting implementation requests for products or billing & pricing
  • Analyze reporting and prepare presentation materials to be shared with senior management, functional groups and other relevant stakeholders
  • Partner with subject matter experts and business partners to prioritize, drive and execute system enhancements or changes to policies and procedures
  • Collaborate with management on establishing and refining KPIs and reporting that help measure team goals and success criteria and responsible for creating and implementing a culture and process of continuous improvement
  • Manage team’s workload via active queue management by proactively identify and use any excess capacity the team may have, and conversely know when the team may need additional assistance

Required qualifications, capabilities, and skills

  • College degree
  • 10+ years’ experience in Treasury Management sales, service or onboarding
  • Demonstrated ability to foster relationships across the organization, including strong partnership with Sales and Implementation partners
  • Ability to work efficiently in a fast paced environment, work under pressure and deadline, with a demonstrated sense of urgency
  • Proven ability to act as a change agent and drive process improvements that accelerate SLAs
  • Strong communication skills, with the ability to influence, align stakeholders, and communicate clearly across all levels
  • Experience with MS Office suite, heavy Excel and PowerPoint knowledge
  • Prior management experience
  • Bachelor’s degree; advanced degree
  • Superior analytical and quantitative and effective problem solving skills


This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries




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
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.

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

Similar Jobs

36 Minutes Ago
In-Office
Entry level
Entry level
Artificial Intelligence • Computer Vision • Machine Learning • Robotics • Defense • Manufacturing
Develop and scale product acceptance systems, standard work, training programs, compliance programs, and continuous improvement initiatives for manufacturing operations. Partner with Engineering, Quality, and Operations to improve safety, quality, throughput, and efficiency; establish ESD and IPC standards; reduce tribal knowledge; standardize workstations and processes; and support production scaling across shifts and facilities.
Top Skills: 5SEsd ControlIpc Workmanship StandardsKaizenLean ManufacturingRoot Cause Analysis
40 Minutes Ago
Hybrid
188K-220K Annually
Mid level
188K-220K Annually
Mid level
Artificial Intelligence • Fintech • Machine Learning • Mobile • Payments • Retail • Software
Lead a full-stack Reconciliation team owning transaction-matching pipelines across mobile and backend systems. Drive reliability, observability, and accuracy for post-claim flows, coach and grow engineers, contribute hands-on in high-leverage technical areas, partner cross-functionally, and scale systems and processes to improve transaction success and user trust.
Top Skills: AWSClean ArchitectureEvent-DrivenGenerative AiHexJavaKotlinKotlin Multiplatform (Kmp)MicroservicesMviPythonRestServerlessSnowflake
51 Minutes Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
Senior level
Senior level
Legal Tech • Software • Generative AI
Lead and scale Strategic and Enterprise sales for large accounts: own GTM, pipeline, bookings, and deal execution; coach and recruit AEs/managers; enforce MEDDPICC and Mutual Action Plan rigor; partner with RevOps, CS, Marketing, and Product; represent segment to CRO and execs.

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account