Treasury Sales Group Manager - Commercial Term Lending

Location: Portland, OR, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. As the Treasury Sales Group Manager - Commercial Term Lending in our Portland, OR office, you will lead a dynamic team dedicated to providing sophisticated treasury and lending solutions to over 20,000 middle market clients across the United States. This role sits within our Relationship Sales category, where you'll spearhead efforts to help businesses optimize their cash flows, manage liquidity, and access term lending tailored to their operational needs. Drawing on JP Morgan Chase's vast resources, you'll collaborate with industry experts to deliver end-to-end financial strategies that drive client success in sectors like real estate, healthcare, and technology. Your primary focus will be on cultivating deep client relationships and expanding our market presence in the Pacific Northwest while supporting national initiatives. You'll guide your team in identifying opportunities for commercial term loans, treasury management services, and integrated payment solutions, ensuring all recommendations align with JP Morgan Chase's commitment to ethical banking and risk mitigation. By leveraging advanced analytics and our proprietary platforms, you'll empower clients to navigate economic challenges and capitalize on growth opportunities, all while fostering a high-performance sales culture within your group. This position offers a chance to thrive in a collaborative environment at one of the world's most admired financial institutions. With Portland's vibrant business landscape as your backdrop, you'll contribute to JP Morgan Chase's mission of enabling economic progress. If you have a passion for financial innovation and team leadership, join us to shape the future of middle market banking.

Key Responsibilities

• Lead a team of treasury sales professionals to deliver customized financial solutions to over 20,000 middle market clients nationwide
• Develop and execute sales strategies for commercial term lending products, focusing on cash management and liquidity optimization
• Build and maintain strong relationships with key stakeholders in the Portland region and across the U.S.
• Analyze client financial data to recommend tailored treasury solutions that enhance operational efficiency
• Collaborate with cross-functional teams, including credit risk and product specialists, to structure complex deals
• Monitor market trends and regulatory changes to advise clients on best practices in treasury management
• Drive team performance through coaching, mentoring, and performance metrics aligned with JP Morgan Chase goals
• Identify new business opportunities and expand wallet share within existing client portfolios
• Ensure compliance with all internal policies and external regulations in all sales activities
• Report on sales pipeline, revenue targets, and client feedback to senior leadership

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 10 years of experience in treasury sales, commercial lending, or financial services within the middle market sector
• Proven track record of managing sales teams and driving revenue growth in term lending products
• Deep knowledge of treasury management solutions, cash flow optimization, and commercial banking regulations
• Strong understanding of middle market client needs, including industries such as manufacturing, healthcare, and technology
• Experience with risk assessment and compliance in financial transactions
• Ability to travel up to 25% for client meetings and team development

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Prior leadership role in a major financial institution like JP Morgan Chase
• Certification in Treasury Management (e.g., CTP from AFP)
• Experience with digital treasury platforms and fintech integrations
• Bilingual proficiency in Spanish or another language relevant to Pacific Northwest clients

Required Skills

• Expertise in commercial term lending and treasury products
• Proficiency in financial modeling and cash flow forecasting
• Strong leadership and team management abilities
• Excellent communication and negotiation skills
• Analytical thinking for client needs assessment
• Knowledge of banking regulations (e.g., Dodd-Frank, Basel III)
• Sales strategy development and execution
• Relationship building with C-suite executives
• Proficiency in CRM tools like Salesforce
• Risk management and credit analysis
• Adaptability to fast-paced financial environments
• Data-driven decision making
• Presentation and public speaking skills
• Project management for deal structuring
• Cultural sensitivity for diverse client base

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase locations
• Flexible work arrangements, including hybrid options in Portland, OR

JP Morgan Chase is an equal opportunity employer.