7 days old

JPMorgan Chase & Co.
Chicago, IL 60602
  • Job Code

Commercial Bank - Treasury Services Sales Group Manager (Healthcare, Higher Education & Not-for-Profit) - Chicago

Job Description

Commercial Banking - Treasury Sales – Team Leader Midwest

Healthcare, Higher Education & Not-for Profit (HHN)

The Treasury Sales, Healthcare, Higher Education & Not-for Profit (G&HHN), Team Leader Midwest is responsible for leading and coaching a regional Treasury Sales team focused on our HHN segment. . 

The Team Leader plays a key role in the guidance and development of Treasury Management Officer’s (TMO’s) and  Associate’s delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. The team lead also attends and in many cases presents at industry functions and client roundtables.  The team leader is expected to step in/fill in for TMO’s who are away from work due to vacations or for personal reasons.


The Team Lead maintains and develops trusted relationships with Coverage Partner leadership, Bankers, Service, Product Leadership (Core Cash, Card and Paymentech) and Implementation teams.


The HHN business targets

  • Healthcare; Hospitals , Health Systems Large Physician Groups, LTC Facilities, ETC
  • Higher Education; College and Universities
  • Not For Profits, Social/Human Services, Membership Organization, Foundations, and Cultural Institutions.

Principle Duties and Responsibilities

  • Providing leadership, coaching, and development on all aspects needed to achieve successful performance including partner management and customer retention.
  • Monitors staff performance, provides appropriate coaching, recognition and feedback.
  • Work with the Regional Manager to clearly communicate the vision, goals and expectations for the team. 
  • Work with the Regional Manager to develop sales strategies within the market (legacy and expansion) to drive key metrics growth
  • Guide and coach development of client proposals/presentations. Review materials including RFP responses.
  • Attend and participate at finalist presentations, industry events and client roundtables.
  • Fill in for TMO’s on vacation or out for personal reasons.
  • Elevate client and internal issues promptly and to the proper areas and levels of the firm.
  • Monitor performance of team members on a frequent basis.
  • Build collaborative internal relationships--with Coverage Leadership, Bankers and 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.
  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
  • Takes ownership of escalated segment client issues and leverages the appropriate resources to champion results.
  • Establishing solid partnerships with other JPMorgan Chase businesses in your region to identify and close cross-sell corporate card opportunities

Responsibilities Include

  • Lead TS Sales team in assigned region to deliver on business growth objectives
  • Recruit, train, lead, coach, and motivate sales associates and sales officers
  • Develop, monitor and analyze performance metrics to evaluate regional effectiveness relative to key metric performance and goals
  • Implement strategies and tactics to improve performance, efficiency and partner service
  • Plan and direct field sales managers daily activities
  • Demonstrate exceptional leadership, follow-up and project management skills
  • Lead/execute special projects and assignments as required

  • Bachelor’s Degree, MBA or Masters in Finance or related field
  • 7+ years’ experience in Treasury Services, Financial Services or related business experience
  • Strong record of accomplishment leading a Treasury Sales team focused on the HHN space within a tire I Banking environment.
  • 3 – 5 years of management experience over sales teams with more 5 people
  • Experience in managing geographically distributed team
  • Experience in the Not for Profit, Higher Education, and Healthcare industry segments.
  • Deep consultative sales acumen
  • Sales management in an outside business to business sales environment with a documented track record of success / top performance
  • Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote field sales officers
  • Executive Presence showing success building and influencing internal and external strategic selling networks

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.

Req #: 200011471
Location: Chicago, IL US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Keyword: card%20services


Posted: 2020-02-14 Expires: 2020-03-18

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JPMorgan Chase & Co.
Chicago, IL 60602

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