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Executive Director - Corporate Client Banking & Specialized Industries Treasury Sales Western Team Leader - Los Angeles or San Francisco

Job Description

Executive Director

Corporate Client Banking & Specialized Industries

Treasury Sales Western Team Leader

Los Angeles or San Francisco

JPMorgan Chase Overview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in over 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

Commercial Banking Overview

Commercial Banking provides clients; consultative solutions, the global thought leadership and fiscal capabilities of J.P. Morgan with, the convenience of the vast Chase banking network. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue ranging from $20 million to $2 billion.

Commercial Banking Treasury Service

The Commercial Banking Treasury Services Team is a leading provider of global treasury management services; cash management, trade, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients achieve their treasury objectives and business goals. Our Treasury platform is among the best in the industry; we are committed to investing in innovation and a consultative global operating model that distinguishes us in the marketplace.

Corporate Client Banking

The Corporate Client Banking Treasury Services Team is a leading provider of global; cash management, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients with, $500 Million to $3 Billion million in revenues.

The Role

The Treasury Sales Western National Manager reports to the Head of CCB Treasury Services sales and will have overall responsibility for managing a team Treasury Sales professionals located on the west coast.


Maintains and develops trusted advisor relationships with CCBSI executive leadership and is part of the CCBSI leadership team. Develops close partnership with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. The Treasury Sales Western Team Leader plays a key role in the development of the Treasury Management Officers and Sales Associates--delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team.  Develops and executes market and product strategy.

Principle Duties and Responsibilities
  • Manage the Western Regional team providing leadership, coaching and development on all aspects needed to achieve successful performance including partner management and customer retention.
  • Work with CCBSI leadership to formulate and execute market strategy for Treasury Services
  • Oversees Western Treasury Services budget, sales goals and P&L for CCBSI segment
  • Monitor staff performance, provides appropriate coaching, recognition and feedback
  • Oversee the development of actionable relationship plans for select clients
  • Guide and coach development of client proposals/presentations
  • Monitor performance of team members on a frequent basis
  • Build collaborative internal relationships--with Coverage Leadership, Bankers, other internal partners
  • Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
  • Aligns daily activities to drive strategic business objectives
  • Engages in a disciplined marketing process and quality call activities
  • Manages customer expectations by communicating upfront timelines and deliverables.
  • Partners with the client to ensure a successful implementation of solutions
  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
  • Takes ownership of escalated CCBSI TS segment client issues and leverages the appropriate resources to champion results

You must have a strong track record of leading a Sales team in the Financial Services industry and a proven record of successful selling. A strong history of building internal and external strategic selling networks will be key to your success. You must be a master of all aspects of direct selling including developing national relationships for lead generation. In addition, you will be responsible for establishing solid partnerships with other JPMorgan Chase businesses in your region to identify and close cross-sell corporate card opportunities.

Responsibilities include:
  • Lead Western regional team of Treasury Sales Officers in assigned region to deliver on business growth objectives
  • Recruit, train, lead, coach, and motivate field sales managers
  • Cultivate larger prospect relationships that are regional/national in scope
  • Develop regional/district strategies to drive key metrics growth
  • Develop, monitor and analyze performance metrics to evaluate national and regional effectiveness relative to key metric performance and goals
  • Implement strategies and tactics to improve performance, efficiency and partner service
  • Plan and direct market managers’ and field sales managers’ daily activities
  • Demonstrate exceptional leadership, follow-up and project management skills
  • Lead/execute special projects and assignments as required
  • Strong controllership skills including managing expense budget to plan and adherence to process policies and procedures

  • Bachelor’s Degree Required
  • 10+ years in Treasury Services, Financial Services or related business
  • 10+ years of management experience
  • Experience in managing geographically distributed team, and managing managers
  • Sales management in an outside business to business sales environment with a documented track record of success / top performance
  • Strong understanding with Western region C&I 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
Performance Metrics
  • Deliver Results – Individually and as a Team
  • Foster existing client relationships – Individually and as a Team
  • Partner with the field organization at all levels of management
  • Manage People
  • Manage Control Environment
  • Adhere to policies and procedures
  • Relationship Building – Ability to develop and build strong relationships with clients and internal stakeholders. Ability to influence those outside of direct management control.
  • Marketing Expertise – Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospects or to guide a team to this result. (applies to in market team leads) Ability to mobilize internal networks and resources.
  • Leadership and Support – Ability to direct and guide a team to accomplish objectives. Ability to provide strong leadership across a team, provide business guidance and support. Ability to coordinate inside sales infrastructure.
  • Communication – Strong ability to effectively communicate (oral and written) with multiple levels of the organization (internally and externally)
  • Problem Solving – Ability to identify a problems root cause and drive to resolution. Ability to direct escalations and ensure follow through.
  • Performance Measurement – Sense of urgency and ability to manage and direct staff and deliver all facets of performance management (coaching, career mobility, reviews, action plans, etc.) Ability to measure key performance metrics and drive organization accordingly
  • Business Acumen – Ability to understand the overarching Middle Market Treasury Service business environment both internally and externally. Ability to drive business results in alignment with strategic objectives. Ability to drive and manage process and controls
  • Other Key Competencies include: change management, process management, coaching, strategic leadership, consultancy, delegation, interviewing, exceptional presentation skills,  Computer skills - Word - Excel - PowerPoint – Outlook
  • Knowledge of credit card industry, banking environment, or merchant services is preferred, but not required
  • Available for extensive travel (at least 75%)

Req #: 180039695_1
Location: San Francisco, CA US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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