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JPMorganChase

Treasury Sales Support Associate Manager

Posted 16 Days Ago
Be an Early Applicant
Hybrid
Plano, TX
Expert/Leader
Hybrid
Plano, TX
Expert/Leader
Leads a Treasury Sales Support team responsible for improving client onboarding, billing and pricing processes, service-level agreements, controls, reporting, and continuous improvement. Builds partnerships with Sales, Implementation, Product, Documentation, and Technology teams; coaches staff; manages workloads; drives process and policy changes; identifies procedure gaps; and delivers reporting and presentations to senior stakeholders.
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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




About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
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JPMorganChase New York, New York, USA Office

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