The Public Sector Treasury Sales Manager (TSM) is responsible for managing and maintaining a portfolio of primarily public sector clients. The TSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the TS TSM to be their trusted financial services advisor. It is the goal of the TSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
Principal Duties and Responsibilities
Executes NA Public Sector strategy by identifying new business opportunities across a suite of solutions.
Develops and maintains an active sales pipeline
Works with internal partners, including bankers and CSO's to maintain and grow an existing portfolio
Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm.
Develops account plans for select clients.
Conveys a professional, knowledgeable and confident demeanor.
Builds collaborative internal relationships to develop and foster partnerships with assigned Portfolio Managers, Bankers, Service and Implementation partners and other internal partners.
Maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results.
Manages customer expectations by communicating up front timelines and deliverables.
Works closely with Implementation and CSO colleagues to ensure smooth transition of requests.
Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.)
Actively engages in development of junior sales associate staff.
Qualifications:
Minimum of 5+ years of experience in treasury management, sales and relationship management experience.
Experience with defense and/or federal healthcare market
Strong understanding of government contracting
Proficient in consultative selling and pipeline development
Strong working relationship with clients and colleagues
Understanding of Compliance, Know Your Customer and Risk Awareness
Competence in assessing new opportunities/prospecting, contacting key decision makers
Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products
Strong Relationship Management skills
Strong verbal and written communication skills
Demonstrated ability to position and close new business
Comprehension of customer's industries, business needs and potential solutions
Strong account planning and demonstrated execution
Demonstrated problem solving skills
Time management, organizational and planning skills
Proven PC skills, highly proficient in Microsoft Applications (PowerPoint, Excel and Word) and internet based systems experience
Ability to mobilize internal networks and resources
Ability to work under deadlines and pressure
Bachelor's degree in Finance or related field.
This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.