1+ months

Commercial Bank – Managing Director - Treasury Solutions Sales Group Executive - California Commercial Middle Market

JPMorgan Chase & Co.
San Diego, CA 92101
  • Job Code
    190056665

Commercial Bank – Managing Director - Treasury Solutions Sales Group Executive - California Commercial Middle Market

Req #: 190056665
Location: San Diego, CA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Commercial Bank – Managing Director

Treasury Solutions Sales Group Executive California

Commercial Middle Market

 
Commercial Banking

Commercial Banking leads the way in supporting businesses with annual revenues between $20 million and $2 billion as they achieve and sustain their competitive edge. Whether an organization conducts business across town or across borders, we are committed to transforming its banking experience, regardless of industry. With customizable credit and financing, treasury solutions, international banking and real estate services that scale to growing businesses, we ensure we are bringing the best services and expertise to every aspect of our clients’ financial needs.

 

Middle Market Banking & Specialized Industries

Middle Market Banking & Specialized Industries (MMBSI) is a Commercial Banking business located in 117 offices across the US and Canada. MMBSI provides credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and not-for-profit entities via our Core Banking and Specialized Industries teams. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. Our local delivery model, coupled with the firm’s global resources, allows us to provide clients with customized, comprehensive solutions and exceptional service. Within our Specialized Industries practice, we have experts strategically focused on serving businesses within a variety of industry segments, including, but not limited to Agribusiness, Government, Healthcare and Technology. By employing our industry expertise, we can deliver comprehensive financial solutions that are tailored to industry dynamics and standards. In MMBSI, our competitive advantages include robust international capabilities, the ability to provide clients with access to world-class investment banking solutions and our focus on industry specialization. These key differentiators, combined with our dedication to personalized service, allows us to build long-term relationships with mid-sized businesses and a wide spectrum of municipalities and not-for-profit entities.

 
Commercial Banking Treasury Services

Commercial Banking Treasury Services is a leading provider of 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 business objectives. 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.

 
Role

The Treasury Solutions Sales Group Executive for California reports to the Head of Middle Market Treasury Services Sales and is partnered with the Banking Segment Head for California. The role is responsible for; Developing and executing our California market strategy, leading over 20+ Treasury Sales professionals, establishing relationships across Commercia

  • Champion a culture of innovation and a customer centric mindset
  • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  • Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

l Bank leadership; Bankers, Client Service, Treasury Product and Implementation teams.


 
Responsibilities
 
  • Lead team of Treasury Management Officers to deliver business growth objectives
  • Recruit, train, lead, coach, and motivate California Market Team
  • Monitor staff performance, provides coaching, recognition and feedback.
  • Oversees Middle Market California 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
  • Build collaborative internal relationships
  • Participates in partner meetings and communicates key Treasury Management messages
  • Cultivate larger prospect relationships of regional/national scope
  • Oversee the development of actionable relationship plans for select clients
  • Manage, guide and coach development of client proposals/presentations
  • 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 Treasury Solutions
  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
  • Lead/execute special projects and assignments

 Qualifications
  • Bachelor’s Degree
  • 10+ 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
 
Competencies
  • 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
  • Knowledge of credit card industry, banking environment, or merchant services is preferred, but not required
  • Available for frequent travel within California and nationally on occasion for training and as a part of MMBSI management.


Keyword: card%20services

Categories

Posted: 2019-08-28 Expires: 2019-10-26

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Commercial Bank – Managing Director - Treasury Solutions Sales Group Executive - California Commercial Middle Market

JPMorgan Chase & Co.
San Diego, CA 92101

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