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Treasury Services Group Manager/Executive Director - Real Estate Banking & Community Development Banking (West Region) – Commercial Bank - Irvine, CA; or Los Angeles, CA

Req #: 170123900_1
Location: Chicago, IL, US
Job Category: Relationship Management/Sales
Job Description:

The Treasury Group Manager/Executive Director (West Region) for Commercial Bank’s Real Estate Banking & Community Development Banking is responsible for leading and coaching a Treasury Services team. The manager plays a key role in the guidance and development of Treasury Management Officer’s (TMO’s) and Associates —delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. This position also attends, and in many cases presents, at industry functions and client roundtables.  The manager is expected to step in/fill in for TMO’s who are away from work due to vacations or for personal reasons. This key position maintains and develops trusted relationships with Coverage Partner leadership, Client Executives, Onboarding, KYC, Implementations, Service, and Product Leadership.


Principle Duties and Responsibilities

  • Providing leadership, coaching, and development on all aspects needed to achieve successful performance including partner management and customer retention.
  • Monitors staff performance, provides appropriate coaching, recognition and feedback.
  • Work with management to clearly communicate the vision, goals and expectations for the team. 
  • Work with management to develop sales strategies within the market (legacy and expansion) to drive key metrics growth
  • Guide and coach development of client proposals/presentations. Review materials including RFP responses.
  • Attend and participate at finalist presentations, industry events and client roundtables.
  • Fill in for TMO’s on vacation or out for personal reasons.
  • Elevate client and internal issues promptly and to the proper areas and levels of the firm.
  • Monitor performance of team members on a frequent basis.
  • Build collaborative internal relationships--with Coverage Leadership, Client Executives and other internal partners.
  • Participates in partner meetings and communicates 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.
  • Takes ownership of escalated segment client issues and leverages the appropriate resources to champion results.
  • Establishing solid partnerships with other JPMorgan Chase businesses in your region to identify and close cross-sell corporate card opportunities

Responsibilities Include:

  • Lead Treasury Services team in assigned region to deliver on business growth objectives
  • Recruit, train, lead, coach, and motivate associates and TMOs
  • Develop, monitor and analyze performance metrics to evaluate regional effectiveness relative to key metric performance and goals
  • Implement strategies and tactics to improve performance, efficiency and partner service
  • Plan and direct field staff’s daily activities
  • Demonstrate exceptional leadership, follow-up and project management skills
  • Lead/execute special projects and as needed

Performance Metrics

  • Deliver Results – Individually and as a Team
  • Foster existing client relationships – Individually and as a Team
  • Partner with the field organization at all levels of management
  • Manage People
  • Manage Control Environment
  • Adhere to policies and procedures


  • 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 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.
  • Bachelor’s Degree, MBA or Masters in Finance or related field
  • 10+ years’ experience in Treasury Services, Financial Services or related business experience
  • Strong record of accomplishment leading a Treasury Services team focused on the Commercial Real Estate space
  • 5+ years of management experience over a sales team
  • Experience in managing geographically distributed team
  • Experience in the commercial real estate industry segment
  • Deep consultative sales acumen
  • Sales management in an outside business to business sales environment with a documented track record of success / top performance
  • Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote field staff
  • Executive Presence showing success building and influencing internal and external strategic selling networks


The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.  It may be different than what is listed on the requisition based on candidate experience level. 

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