Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director
Aumni
Accounting & Finance
United States · San Francisco, CA, USA · Charlotte, NC, USA · Irvine, CA, USA · Plano, TX, USA · Los Angeles, CA, USA · Salt Lake City, UT, USA · Chicago, IL, USA · Dallas, TX, USA · Atlanta, GA, USA
Do you enjoy building relationships and proving treasury solutions? You have found the right team.
As a Payment Sales Officer in the Mid-Corporate Payments Sales team, you will specialize in Insurance while also serving a diversified client base. In this dynamic role, you will drive the end-to-end client experience, focusing 30% of your effort on National Insurance clients and 70% on clients across diversified industries. You will be a key leader, responsible for developing new business, deepening relationships, and delivering integrated treasury solutions. You will act as a “National Champion” for the Insurance Subsector, partnering across marketing, training and banking to develop insurance-specific marketing, build knowledge-sharing forum and provide secondary coverage on the largest national insurance opportunities.
Job responsibilities:
- Develop and grow relationships with insurance clients, understanding their unique business models, regulatory environment, and payment needs.
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Identify and pursue new business opportunities within the insurance sector, leveraging industry insights to position J.P. Morgan Payments solutions.
- Stay informed on insurance industry trends, challenges, and competitive landscape to effectively advise clients and drive sales.
- Act as “National Champion” for the Insurance Subsector, partnering across marketing, training and banking to develop insurance-specific marketing, build knowledge-sharing forum and provide secondary coverage on the largest national insurance opportunities.
- Deepen and grow existing market relationships across a broad range of industries developing new profitable business from prospective clients
- Engage J.P. Morgan Payments Solutions, Bankers, and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-driven framework.
- Partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions ensuring compliance and optimizing delivery.
- Understand clients’ business goals, environments, strategies, and industry trends to determine requirements and identify new business opportunities for J.P. Morgan Payments.
- Manage client visitation and contact, promoting sales through frequent meetings and discussions covering new products, market, and industry developments.
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Lead proposal writing and manage the entire sales process, including competitive RFIs/RFPs.
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Drive efforts to expand existing business with current clients, provide feedback to product managers, and generate cross-sell opportunities by maintaining strong relationships with other J.P. Morgan lines of business.
Required Qualifications, Capabilities, and Skills:
- 5+ years of cash management, sales, and relationship management experience with exposure to insurance and diversified industries.
- Strong knowledge and understanding of Payments products, including traditional Treasury Services, Merchant Services, Trade & Working Capital, and Commercial Card.
- Competence in assessing new opportunities and contacting key decision makers.
- Demonstrated account planning and execution skills.
- Creative solution and problem-solving abilities.
- Excellent verbal and written communication skills, as well as negotiation skills.
- Proven ability to build and develop relationships across multiple sectors.
- Superb attention to detail and time management skills.
- Understanding of Compliance and KYC processes.
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Effective collaboration, relationship-building, and interpersonal skills.
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
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Specialize in Insurance while also serving a diversified client base