Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director

Chase

Payment Sales Officer

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.
  • 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.
  • Lead proposal writing and manage the entire sales process, including competitive RFIs/RFPs.
  • 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.
  • Effective collaboration, relationship-building, and interpersonal skills.

About Us

JPMorganChase, 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 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

About the Team

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.

Chase
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director in Charlotte, NC vacancy
  •  ...seeking a Vice President, Corporate Finance candidate...  ...in the origination and execution of debt, equity and M&...  ...within middle market and mid-corporate companies...  ...Liaise with risk management teams to ensure that appropriate...  ...or veteran status, national origin, pregnancy/... 
    Suggested
    Local area
    Monday to Friday

    Citizens Bank

    Charlotte, NC
    2 days ago
  • $70k

     ...CIB Chief Operating Office Job Description Wells Fargo Corporate & Investment Banking (CIB)...  ...Markets & CRE business management, business solutions & enablement...  ...support developing, executing and supporting a...  ...orientation, gender identity, national origin, disability, status... 
    Suggested
    Internship
    Summer internship
    Work at office

    Wells Fargo

    Charlotte, NC
    9 days ago
  •  ...found the right team. As a Treasury Management Officer in Commercial Banking, you...  ...knowledge to develop and execute a localized market and...  ...the world’s most prominent corporate, institutional and government...  ...race, religion, color, national origin, gender, sexual orientation... 
    Suggested

    JPMorgan Chase & Co.

    Charlotte, NC
    12 days ago
  • $100k - $179k

     ...is seeking a Senior Mid-Corporate Portfolio Manager supporting Beverage...  ...Intermediate Microsoft Office (Word, Excel, and...  ...Disability benefits Life insurance, critical illness...  ..., gender identity, national origin, disability,...  ...are accountable for execution of all applicable risk... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Remote work
    Visa sponsorship

    Wells Fargo & Company

    Charlotte, NC
    3 days ago
  •  ...Sales Manager-National Accounts Commercial Credit Group Inc (CCG) is...  ...Charlotte, NC, CCG has made NC's Mid-Market Fast 40 List for the...  ...Collaborate with our corporate marketing group on the design...  ...disciplines (credit, IT, legal, treasury, etc.) when developing proposals... 
    Suggested

    Commercial Credit Group

    Charlotte, NC
    1 day ago
  •  ...Vice President, Corporate Controller About the Company Premier...  ...aggressive growth. This hands-on, executive role involves overseeing a...  ...a CPA with a Big 4 or national public accounting foundation,...  ...revenue treatment. Hiring Manager Title CFO Travel Percent... 
    Contract work

    Confidential

    Charlotte, NC
    1 day ago
  •  ...Vice President, Real Estate Corporate Banking The Vice...  ...business development, portfolio management, and deal execution within a collaborative...  ...Syndications, Grandbridge, Treasury, Debt Capital Markets, Investment...  ...religion, citizenship or national origin, age, sexual... 

    SunTrust Investment Services, Inc.

    Charlotte, NC
    1 day ago
  •  ...Diversified Industries Citizens Corporate Banking is seeking a Vice...  ...with Senior Bankers, Senior Management, Portfolio Management,...  ...experienced bankers helps companies execute on valuable business...  ...Corporate Banking platform is national, therefore we are flexible on... 
    Local area
    Flexible hours

    Citizens Financial Group, Inc.

    Charlotte, NC
    1 day ago
  •  ...emphasis on small to mid-size companies...  ...personnel. May manage overall client relationships...  ...with our corporate culture. About...  ..., and appropriate insurance licensing required...  ...varies by office and job function)...  ...parental status, age, national origin, ancestry,... 
    Internship
    Live out
    Work at office
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Charlotte, NC
    4 days ago
  • $119.77k - $140.9k

     ...with, the Sr. Director of Credit and...  ...Lending for Wealth, Corporate, Commercial &...  ...Chief Risk Office, the WCIB...  ...Background Group Manager will oversee a...  ...lines, and up to executive leadership. We...  ...term life insurance ~ Short-term...  ..., color, sex, national origin, age, sexual... 
    Temporary work
    Work experience placement
    Work at office
    Local area

    U.S. Bank

    Charlotte, NC
    1 day ago
  • $101.2k - $129.03k

     ...Corporate Tax Senior Associate As the Corporate Tax Senior Associate...  ...help with the engagement management for multiple clients for...  ..., including our Washington National Tax Office (WNTO), to support all...  ...finish, including planning, executing, directing, and completing... 
    Full time
    Work at office

    Grant Thornton

    Charlotte, NC
    13 hours ago
  •  ...Charlotte, NC is looking for a Vice President of Accounting & Corporate Controller to lead all accounting operations, drive technical...  ...ASC 606 and ASC 842, as well as a CPA certification. This is an executive position in a rapidly growing company focused on B2B and... 

    Vaco Recruiter Services

    Charlotte, NC
    3 days ago
  • $116.2k - $212.9k

     ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...  ...competencies focused on advising corporate and private equity clients on all...  ...expression, pregnancy, genetic information, national origin, protected veteran status,... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Charlotte, NC
    5 days ago
  • $105.4k - $124k

     ...Description The Corporate Audit Services (CAS) Audit Project Manager (APM) (Corporate Treasury) is primarily responsible...  ...including Microsoft Office applications and...  ...optional term life insurance ~ Short-term and long...  ..., color, sex, national origin, age, sexual... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    3 days per week

    U.S. Bank

    Charlotte, NC
    5 days ago
  •  ...Vice President, Corporate Controller About the Company Top-tier provider of high-quality services Industry Consumer Services...  ...tax, audit, and compliance activities, and must be adept at managing multiple responsibilities in a dynamic, fast-paced environment... 

    Confidential

    Charlotte, NC
    2 days ago
  • $185k - $275k

     ...Chief Underwriting Officer Berkley Fire...  ...and claims management for Inland Marine...  ...customers on a national basis with regions in the Mid Atlantic,...  ...successful, long term insurance relationship....  ...W. R. Berkley Corporation, a Fortune 500...  ...with UW Quality Director and Field organization... 
    Full time
    Work at office
    Immediate start
    Remote work

    W. R. Berkley

    Charlotte, NC
    3 days ago
  • $163.3k - $236.8k

     ...lead with curiosity, champion diverse perspectives,...  ...of experience in risk management across the digital...  ...disability, and accident insurance, a discounted...  ..., religion or creed, national origin, ancestry, citizenship...  ...for Moody's Corporation may be asked to disclose... 
    Full time

    PassFort

    Charlotte, NC
    3 days ago
  •  ...found the right team. As a Treasury Management Officer in Commercial Banking, you...  ...knowledge to develop and execute a localized market and...  ...the world’s most prominent corporate, institutional and government...  ...race, religion, color, national origin, gender, sexual orientation... 

    JPMorgan Chase & Co.

    Charlotte, NC
    10 days ago
  •  ...VP of Corporate IT, Charlotte, NC The VP of Corporate IT will lead...  ...the technology roadmap. – Execute against technology vision consistent...  ...products being delivered. – Manage projects within reasonable...  ...Benefits include medical insurance, retirement plan, PTO, etc. Salary... 
    Night shift
    Weekend work

    NextStep

    Charlotte, NC
    2 days ago
  •  ...VP of Corporate IT, Charlotte, NC The VP of Corporate IT will...  ...the technology roadmap. - Execute against technology vision consistent...  ...being delivered. - Manage projects within reasonable timeframes...  ...Benefits include medical insurance, retirement plan, PTO, etc. Salary... 
    Night shift
    Weekend work

    Next Step Systems LTD

    Charlotte, NC
    4 days ago
  • $70k - $80k

     ...luxury media brand with a national footprint. We deliver...  ...to bring structure, execution, and efficiency to the...  ...for you. Project Management Own high-impact, cross...  ...and right-size the corporate audit process for accuracy...  ...estate, or small-to-mid-size growth companies... 

    Luxury Home Magazine Charlotte

    Charlotte, NC
    29 days ago
  •  ...Vice President, Corporate Development About the Company Accomplished property management firm Industry Real Estate Type...  ...responsible for leading the M&A execution process and supporting the...  ...Title Chief Executive Officer (CEO) Travel Percent Less... 

    Confidential

    Charlotte, NC
    4 days ago
  •  ...Senior Vice President, Corporate Development About the Company Executive leading acquisitions and post-close integration aligned with strategy and values...  ...need of an SVP, Corporate Development to lead and manage the end-to-end process of acquisition activities. This... 

    Confidential

    Charlotte, NC
    4 days ago
  •  ...Vice President, Corporate Development About the Company Prominent provider of...  ...collaboration with the Chief Growth Officer and other executives. The successful candidate will be instrumental...  ...degree being a plus. Hiring Manager Title Chief Growth Officer... 

    Confidential

    Charlotte, NC
    4 days ago
  •  ...Vice President, Corporate Development About the Company Accomplished provider...  ...acquisition opportunities to executing deals. This is a key leadership position...  ...degree is a plus. Hiring Manager Title Chief Executive Officer (CEO) Travel Percent Less than... 

    Confidential

    Charlotte, NC
    3 days ago
  •  ...America. The Program Management Office (PMO) Consultant will...  ...accountability for the execution and delivery of...  ...such as Sustainability, Corporate Real Estate, Asset Management...  ..., color, religion, national origin, sex, age,...  ...STD, LTD, AD&D, life insurance, paid parental leave,... 
    Full time
    Part time
    Work at office

    Arcadis U.S.Inc.

    Charlotte, NC
    3 days ago
  • $91.1k - $150.2k

     ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction...  ...competencies focused on advising corporate and private equity clients on all...  ...expression, pregnancy, genetic information, national origin, protected veteran status,... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Charlotte, NC
    2 days ago
  • $169.4k - $279.6k

     ...reputation as one of the best property casualty insurers in the industry for over 170 years....  ...1 What Is the Opportunity? National Property provides tailored property protection...  ...across a wide array of industries. The Managing Director (MD), National Property oversees a team... 
    Local area

    THE TRAVELERS INDEMNITY COMPANY

    Charlotte, NC
    4 days ago
  •  ...operational integration, and execution of Kelso's strategic priorities...  ...company. Financial Management Manage divisional or regional...  ...improvement, and profitability in a mid-to-large scale business. ~...  ...on race, color, religion, national origin, ancestry, gender,... 
    Local area

    Kelso Industries

    Charlotte, NC
    3 days ago
  • $134.5k - $265.1k

     ...finance leaders, and executive clients to solve their...  ...strategic business partners, manage risk, and unlock new...  .... As an SAP Treasury Manager on the Controllership...  ...in consulting, corporate treasury, or bank treasury...  ..., gender identity, national origin, age, disability... 
    Local area
    Visa sponsorship

    Deloitte

    Charlotte, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director. Be the first to apply!