Treasury Sales Group Associate Manager - Executive Director jobs in United States
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Chase · 3 months ago

Treasury Sales Group Associate Manager - Executive Director

Chase is a leading financial institution, and they are seeking a Treasury Sales Group Associate Manager to lead and develop Treasury Management Associates and Analysts. This role focuses on delivering exceptional client experiences while managing risks and executing market strategies.

BankingFinancial Services

Responsibilities

Lead, hire, and manage a team of Treasury associate professionals to drive revenue through speed to market, deepening relationships, and excellent client experience
Lead with direction and coordination building successful relationships internally and externally
Direct client interaction focused on client experience
Deliver training from new hire matriculation, ongoing mentoring/coaching and year over year knowledge progression
Monitor staff performance, provides recognition and feedback
Build collaborative internal relationships with Segment and Industry Treasury Sales Team, bankers and other internal partners
Participate in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
Protect the firm by applying sound risk management protocols and adhering to regulatory requirements
Develop and implement client, market, people, and business strategies

Qualification

Treasury sales experienceTreasury products knowledgeLeadership experienceClient management skillsSales coaching abilitiesMicrosoft WordMicrosoft ExcelMicrosoft PowerPointAnalytical skillsCommunication skills

Required

5+ years of treasury sales and industry experience
3+ years of demonstrated leadership experience driving new business, building relationships and successfully partnering for a positive experience for all involved
Deep knowledge of treasury products and solutions
Highly motivated, independent worker within a team-oriented culture
Excellent client management skills
Ability to communicate and present to large groups
Demonstrated sales coaching abilities including successful sales and marketing skills

Preferred

Familiar with Microsoft Word, Excel, and PowerPoint
Bachelor's degree; advanced degree
Superior analytical and quantitative skills
Exceptional verbal and written communication skills

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase