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

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.