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Executive Director
Location : Texas, Dallas
Refer job # ETMA340455
Job Responsibilities and Requirements: 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. Corporate Client Banking The Corporate Client Banking Treasury Services Team is a leading provider of global; cash management, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients with, $500 Million to $3 Billion million in revenues. The Role The Executive Director Treasury South Regional Leader reports to the Head of CCB Treasury Services sales and will have overall responsibility for managing a team Treasury Sales professionals located on in Texas, Georgia, Florida, Carolinas. Maintains and develops trusted advisor relationships with CCBSI executive leadership and is part of the CCBSI leadership team. Develops close partnership with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. The Executive Director Treasury South Regional Leader plays a key role in the development of the Treasury Management Officers and Sales Associates--delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. Develops and executes market and product strategy. Principle Duties and Responsibilities Manage the South Regional team providing leadership, coaching and development on all aspects needed to achieve successful performance including partner management and customer retention.Work with CCBSI leadership to formulate and execute market strategy for Treasury ServicesOversees SouthTreasury Services budget, sales goals and P&L for CCBSI segmentMonitor staff performance, provides appropriate coaching, recognition and feedbackOversee the development of actionable relationship plans for select clientsGuide and coach development of client proposals/presentationsMonitor performance of team members on a frequent basisBuild collaborative internal relationships--with Coverage Leadership, Bankers, other internal partnersParticipates in partner meetings and communicates key Treasury Management messages in a timely and accurate mannerAligns daily activities to drive strategic business objectivesEngages in a disciplined marketing process and quality call activitiesManages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of solutions Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.Takes ownership of escalated CCBSI TS segment client issues and leverages the appropriate resources to champion results You must have a strong track record of leading a Sales team in the Financial Services industry and a proven record of successful selling. A strong history of building internal and external strategic selling networks will be key to your success. You must be a master of all aspects of direct selling including developing national relationships for lead generation. In addition, you will be responsible for establishing solid partnerships with other JPMorgan Chase businesses in your region to identify and close cross-sell corporate card opportunities. Responsibilities include: Lead South regional team of Treasury Sales Officers to deliver on business growth objectivesRecruit, train, lead, coach, and motivate field sales managers Cultivate larger prospect relationships that are regional/national in scope Develop regional/district strategies to drive key metrics growth Develop, monitor and analyze performance metrics to evaluate national and regional effectiveness relative to key metric performance and goals Implement strategies and tactics to improve performance, efficiency and partner service Plan and direct market managers and field sales managers daily activities Demonstrate exceptional leadership, follow-up and project management skills Lead/execute special projects and assignments as required Strong controllership skills including managing expense budget to plan and adherence to process policies and procedures Qualifications Bachelor s Degree Required 10 years in Treasury Services, Financial Services or related business 10 years of management experienceExperience in managing geographically distributed team, and managing managersSales management in an outside business to business sales environment with a documented track record of success / top performanceStrong understanding with South region C&I 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 Performance Metrics Deliver Results - Individually and as a TeamFoster existing client relationships - Individually and as a TeamPartner with the field organization at all levels of managementManage PeopleManage Control EnvironmentAdhere to policies and procedures Competencies Relationship Building - Ability to develop and build strong relationships with clients and internal stakeholders. Ability to influence those outside of direct management control.Marketing Expertise - Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospects or to guide a team to this result. (applies to in market team leads) 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.Communication - Strong ability to effectively communicate (oral and written) with multiple levels of the organization (internally and externally) Problem Solving - Ability to identify a problems root cause and drive to resolution. Ability to direct escalations and ensure follow through.Performance Measurement - Sense of urgency and 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 accordinglyBusiness 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 controlsOther Key Competencies include: change management, process management, coaching, strategic leadership, consultancy, delegation, interviewing, exceptional presentation skills, Computer skills - Word - Excel - PowerPoint - Outlook Knowledge of credit card industry, banking environment, or merchant services is preferred, but not requiredAvailable for extensive travel (at least 75%).
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