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Treasury Sales Support Associate Manager
manager · Retail & Commercial Banking
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