Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director
JPMorgan 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.
JPMorgan Chase- ...the right team. As a Treasury Management Officer in Commercial... ...knowledge to develop and execute a localized market and... ...the Federal Deposit Insurance Act. As such, an... ...world’s most prominent corporate, institutional and government... ..., religion, color, national origin, gender,...Suggested
- Relationship Executive, Mid Corporate Banking- Managing Director San Francisco, CA. Job... ...Banking target market Champion a culture of... ...FEDERAL DEPOSIT INSURANCE ACT This position... ...religion, color, national origin, gender, sexual... ...credit and financing, treasury and payment...SuggestedLocal areaFlexible hours
- ...found the right team. As a Treasury Management Officer in Commercial Banking, you... ...knowledge to develop and execute a localized market and... ...19 of the Federal Deposit Insurance Act. As such, an employment... ...including race, religion, color, national origin, gender, sexual...Suggested
- ...Fargo is seeking a Principal Mid-Corporate Relationship Manager within Commercial Banking... ...benefitsLife insurance, critical illness insurance... ...orientation, gender identity, national origin, disability, status... ...They are accountable for execution of all applicable risk programs...SuggestedOngoing contractFull timeWork experience placementSeasonal workImmediate start
- ...Commercial Banker in Mid-Corporate Banking, your primary... ...Banking target market Champion a culture of innovation... ...skills and the ability to manage, prioritize, work... ...and strong transaction execution skills FINRA Series 7... ...creative FEDERAL DEPOSIT INSURANCE ACT: This position is...SuggestedLocal areaFlexible hours
- ...Commercial Banker in Mid-Corporate Banking, your... ...target market Champion a culture of innovation... ...the ability to manage, prioritize, work... ...transaction execution skills FINRA Series... ...FEDERAL DEPOSIT INSURANCE ACT: This... ...religion, color, national origin, gender, sexual...Local areaFlexible hours
- ...as a Relationship Executive is for you.As a... ...relationship development Champion a culture of... ...the ability to manage risk (credit, operational... ...to add to a national team of... ...bankersFEDERAL DEPOSIT INSURANCE ACT: This position... ...s most prominent corporate, institutional...
- ...accounting, tax, treasury, and... ...the CFO and executive team, and help... ...reporting.Lead corporate tax strategy... ....Build and manage treasury... ...the board of directors, and investors... ...Disability, and Life Insurance (Standard &... ..., Home Office Setup,... ...disability, national origin, veteran...Full timeContract workTemporary workPart timeWork at officeLocal areaRemote workWork from homeHome office
- Account Manager on the Tech team The Account Manager on... ...-facing role on GLG’s Corporate Sales team that plays a... ...develop both large and mid-sized firms, collaborating... ..., build and execute account plans and achieve... ...status, disability, gender, national origin, sexual orientation...Work experience placementLocal area
$215k
...time ever, you can manage and automate every... ...up their payroll, corporate card, computer,... ...serving small and mid-sized businesses.... ...strategic, high-value national partnerships. You... ...You’ll build and execute strategic account... ...employees work in the office to foster a...Work at office3 days per week$128k - $268k
...will provide day-to-day execution of Native American... ...Associates and Analysts.Managing and executing tasks encompassing... ...of five years of corporate or investment banking... ...which prioritizes in-office presence, while... ...orientation, gender identity, national origin, age, genetic...Full timeWork at officeFlexible hours- ...Relationship Executive If you are self-motivated... ...to: Credit, Treasury Services, International... ...Lending. Champion a culture of innovation... ...the ability to manage, prioritize, work... ...client success. As a national partner, you will... ...'s most prominent corporate, institutional and...Local areaFlexible hours
- ...Government Relationship Executive is for you. As a... ...: Champion a culture of innovation... ...contributor Sales management and business development... ...s most prominent corporate, institutional... ...religion, color, national origin, gender,... ...credit and financing, treasury and payment...Local area
$215k - $390k
...Sacramento or San Francisco office. We offer competitive... ...major multinational corporations; large privately-owned... ..., we counsel senior management and business owners on... .... GT is unique among national State and Local Tax practices... ...bonus, health insurance with an optional HSA,...Full timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours- ...the right team As a Treasury Sales Group Manager in Commercial & Investment... ...leadership skills to develop and execute a strategy localized to... ...world’s most prominent corporate, institutional and... ...including race, religion, color, national origin, gender, sexual orientation...
- ...as a Market Executive in Emerging Middle... ...of management responsibilities... ...marketing assistant, treasury sales officer and client... ...Champion a culture of... ...FEDERAL DEPOSIT INSURANCE ACT:This position... ...most prominent corporate, institutional... ...religion, color, national origin,...
- ...BRIDGE Housing Corporation (“BRIDGE”) is... ...has long been a national model for both... ...the Board of Directors to our entry... ...resources to execute on a clear vision... ..., Property Management, and Development... ...of Finance and Treasury through... ...including MS Office suite and accounting...Live inLocal areaImmediate start
- ...strong relationships with corporates and financial... ...to move the marketing/execution process forward Refining... ...models Identifying and managing all risks in a given deal... ...banking front‑office role. Experience in training... ..., religion, color, national origin, gender, sexual...Work experience placement
- ...international business among corporate clients and prospects in... ...partnering with bankers, treasury management officers and other product partners... ...19 of the Federal Deposit Insurance Act. As such, an employment... ...race, religion, color, national origin, gender, sexual orientation...
$225k - $350k
...advising families on building, preserving and managing their wealth. You will use your... ...and many of the world's most prominent corporate, institutional and government clients under... ...attribute, including race, religion, color, national origin, gender, sexual orientation,...Temporary workWork experience placementLocal area- ...on the Multinational Corporations team within J.P. Morgan... ...Job Responsibilities Champion a culture of innovation... ...skills; able to manage, prioritize, and meet... ...race, religion, color, national origin, gender, sexual... ...credit and financing, treasury and payment services,...Flexible hours
- ...Digital Operations Management. In an always-on... ...seeking a Territory Executive (TE) to join our... ...defined territory of mid-sized customer... ...customer priorities. Champion the adoption of... ...work model with offices ( in 8 major cities... ...religion, color, national origin, gender, sexual...Local areaFlexible hours
$375k
...Engineering Fellow is an executive-level technical... ...Technology Officer.This... ...identifycapability gaps, and manage architectural... ...Velocity: Champion Agentic Engineering... ...managers, banks, insurers and corporates. MSCI Inc. is... ...sexual orientation, national origin,...Flexible hours$140k - $160k
...Professional San Francisco Corporate Office, San Francisco,... ...has long been a national model for both... ...the Board of Directors to our entry level... ...and resources to execute on a clear vision... ..., Property Management, and Development.... ...Director of Finance and Treasury through oversight...Full timeWork experience placementLive inLocal areaImmediate start- ...Vice President, Corporate Controller About the Company A leading organization in... ...Corporate Controller to take on a pivotal executive role in overseeing its accounting... ...in strategic collaboration with senior management and must uphold the highest standards of...
$318.5k
...intelligent agreement management, Docusign... ...articulate, and champion a single, cohesive... ...experiences that drive corporate goals and... ...the Chief Product Officer.ResponsibilityDefine... ...years of experience executing product design... ..., sex, religion, national origin, ancestry,...Contract workWork at officeLocal areaRemote work2 days per week- ...relationships while championing a culture of innovation... ...and relationship management, partnering with some... ...looking to add to a national team of likeminded, passionate... ...DEPOSIT INSURANCE ACT: This position is... ...world's most prominent corporate, institutional and government...Bank staff
- ROLE TITLE: Senior Managing Director, Emerging Markets (Full... ...partner directly with the Executive Directors in... ...individuals, foundations, corporations, and public-sector... ...understanding of local and national philanthropic trends... ...inspires donors and champions to contribute to...Full timeCasual workLocal areaRemote workAfternoon shift
$158.25k - $253.2k
...integration, tax, and corporate audit. This is a... ...Chief Accounting Officer (CAO)Work... ...the CAO, driving execution of department priorities... ...with HR.Champion continuous improvement and change management across the finance... ...including pregnancy), national origin, sexual orientation...Work experience placementWork at officeRemote work- ...J.P. Morgan Wealth Management (USWM) business is... ...00 branches and 20 offices.As an Executive Director, Lending Specialist... ...relationships, and championing the full suite of J... ...the Federal Deposit Insurance Act. As such, an employment... ..., religion, color, national origin, gender,...
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!
- treasury director San Francisco, CA
- treasury manager San Francisco, CA
- treasury accountant San Francisco, CA
- remote insurance agent San Francisco, CA
- medical insurance specialist San Francisco, CA
- healthcare insurance specialist San Francisco, CA
- medical insurance claims specialist San Francisco, CA
- insurance agents San Francisco, CA
- insurance professional San Francisco, CA
- life insurance specialist San Francisco, CA



