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Treasury Service Regional Sales Center
Commercial Middle Market
Company Chase Overview
Company 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 Company 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 Company.
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 - 10.
The team supports a national book of business across the full life cycle of a client relationship;
General Sales pursuits & proposals
Pricing & Profitability modeling
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 10+ TS Sales Center Associate/Analysts 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 – required
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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