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Vice President - Team Leader - Commercial Banking - Treasury Service Regional Sales Center - Charlotte

Req #: 170121489
Location: Charlotte, NC, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
Commercial Bank – Regional Treasury Sales – Team Leader – Charlotte

JPMorgan Chase Overview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in over 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.


Commercial Banking Overview

Commercial Banking provides clients; consultative solutions, the global thought leadership and fiscal capabilities of J.P. Morgan with, the convenience of the vast Chase banking network. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue ranging from $20 million to $2 billion.


Commercial Banking provides a comprehensive set of financial products and consultative services across; credit, equipment finance, real estate finance, treasury services and access to the investment banking services of J.P. Morgan.


Commercial Banking Treasury Service

The Commercial Banking Treasury Services Team is a leading provider of global 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 treasury objectives and business goals. 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.


Commercial Banking Treasury Service Regional Sales Center

The Commercial Banking Treasury Services Regional Sales Center Team is a leading provider of global; cash management, liquidity and commercial card capabilities. We develop, implement and deliver a full range of Treasury Solutions that help clients with, $20 Million to $100 million in revenues.


The Regional Treasury Sales Team supports Commercial Bank Treasury clients with a focus on the Lower Middle Market segment. The Sales Support Team Leader is responsible for creating, managing and developing a centralized Treasury Sales team of 5+. 


The team supports a national book of business across the full life cycle of a client relationship;

  • General Sales pursuits & proposals
  • Cost/benefit analysis
  • Pricing & Profitability modeling
  • Solutions implementation
  • Day to day Client support

The Regional Treasury Sales Team Leader plays a key role in the development of the Sales Center Support team. The role will partner with the National Treasury Sales Associate Program Manager to achieve talent development goals. Further, will partner with Regional Treasury Sales Leadership to drive best in class delivery of Treasury sales processes, and solutions including proposals, projects, implementation requests and relationship reviews.


Principle Duties and Responsibilities

  • Manage a team of TS Sales Center people provide leadership, coaching, and development across all aspects needed to achieve positive performance
  • Provides direction and coordination for the Associate/Analysts team. Monitor staff performance, provides appropriate coaching, recognition and feedback
  • Build collaborative internal relationships with Regional Treasury Sales Team,  Bankers and other internal partners
  • Participate in partner meetings and communicate 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

  • Five years of sales and industry experience
  • 3 - 5 years of sales leadership experience with a demonstrated ability to build, direct and manage an inside sales/relationship management team of parallel size and scope
  • Demonstrated sales coaching abilities
  • Bachelor’s Degree
  • Knowledge of treasury solutions


  • Relationship Building – Ability to develop and build strong relationships with clients and internal stakeholders. Ability to influence those outside of direct management control
  • 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
  • Problem Solving – Ability to identify a problem's cause and drive to resolution. Ability to direct escalations and ensure follow through
  • Performance Measurement - 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, and interviewing

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