Treasury Management Officer - Mid-Corporate National Insurance Champion - Executive Director
Job in
Chicago, Cook County, Illinois, 60684, USA
Listed on 2026-06-28
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-06-28
Job specializations:
-
Sales
Client Relationship Manager, Business Development, Insurance Sales, Banking & Finance
Job Description & How to Apply Below
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:
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* + 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:
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* + 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.
JPMorgan
Chase, 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…
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