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JPMorgan Chase CB - Middle Market & Specialized Industries - TS Sales Group Mgr in Dallas, Texas

Commercial Banking Treasury Services

Commercial Banking Treasury Services is a leading provider of 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 business objectives. 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.


The role is responsible for; Developing and executing our Dallas market strategy, leading over 10+ Treasury Sales professionals, establishing relationships across Commercial Bank leadership; Bankers, Client Service, Treasury Product and Implementation teams.

  • Champion a culture of innovation and a customer centric mindset

  • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships

  • Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies


  • Lead team of Treasury Management Officers to deliver business growth objectives

  • Recruit, train, lead, coach, and motivate team members

  • Monitor staff performance, provides coaching, recognition and feedback.

  • Oversees budget, sales goals and P&L

  • Develop, monitor and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals

  • Work with Middle Market leadership to formulate and execute market strategy for Treasury Solutions

  • Develop regional/district strategies to drive growth

  • Build collaborative internal relationships

  • Participates in partner meetings and communicates key Treasury Management messages

  • Cultivate larger prospect relationships of regional/national scope

  • Oversee the development of actionable relationship plans for select clients

  • Manage, guide and coach development of client proposals/presentations

  • Engages in a disciplined marketing process and quality call activities

  • Manages customer expectations by communicating upfront timelines and deliverables

  • Partners with the client to ensure a successful implementation of Treasury Solutions

  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.

  • Lead/execute special projects and assignments


  • Bachelor's Degree

  • 10+ years' experience in Treasury Services, Financial Services or related business experience

  • 5+ years of management experience

  • Experience in managing geographically distributed team, and managing managers

  • Deep understanding and direct background in the California market.

  • Sales management in an outside business to business sales environment with a documented track record of success / top performance

  • Strong understanding of corporate treasury market

  • Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote field sales managers

  • Ability to develop, drive and articulate strategy and vision for the team and lead a sales force

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.

Equal Opportunity Employer/Disability/Veterans