Head of Treasury and Product Strategy - Auto Finance

📍 Job Overview

Job Title: Head of Treasury and Product Strategy - Auto Finance

Company: JPMorgan Chase & Co.

Location: New York, NY, United States

Job Type: Full time

Category: Treasury & Product Strategy / Commercial Banking Operations

Date Posted: 2026-05-08T14:51:25

Experience Level: 10+ years

Remote Status: On-site

🚀 Role Summary

• Lead and develop a high-performing national Treasury Services Sales and Product Strategy organization, setting strategic direction and driving key performance indicators (KPIs) for revenue, pipeline, and client satisfaction within Chase Auto Commercial Solutions.

• Define and execute the treasury go-to-market strategy, fostering collaboration across senior Auto leaders, Commercial Banking, Product, Servicing, and Credit teams to align coverage and priorities with overarching business objectives.

• Drive client acquisition, expansion, and retention through the development of compelling Treasury Services value propositions, oversight of priority client pursuits, and strategic cross-selling of cash management and payments solutions.

• Act as a primary liaison between Chase Auto and the Commercial Bank, representing Auto Treasury needs in the product roadmap and leading change management initiatives to ensure consistent adoption and execution of new products and platforms.

📝 Enhancement Note: This role sits at the intersection of Treasury Operations, Sales Leadership, and Product Strategy within the specialized Auto Finance sector of a major financial institution. The emphasis is on driving revenue through strategic sales leadership, product innovation, and deep client engagement within the commercial auto dealer segment.

📈 Primary Responsibilities

• Lead, mentor, and develop the national Treasury Services Sales and Product Strategy team, defining clear objectives, managing performance against aggressive revenue, pipeline, and client satisfaction targets.

• Develop and execute a comprehensive treasury go-to-market strategy, collaborating closely with senior Auto leadership, Commercial Bank stakeholders, Product Development, Servicing, and Credit teams to ensure strategic alignment and resource optimization.

• Spearhead client acquisition, growth, and retention initiatives by shaping compelling Treasury Services value propositions, directly overseeing critical client pursuits, and driving effective cross-selling of cash management and payments solutions to existing and prospective Commercial Solutions clients.

• Serve as the key liaison to the Commercial Bank and Auto Product organization, championing the integration of Commercial Banking products and platforms into the Auto segment, actively contributing to the product roadmap, and leading change management efforts to ensure seamless organizational adoption.

• Govern Treasury Services policies and procedures by maintaining, updating, and embedding standardized sales policies, procedures, and playbooks, ensuring consistent understanding and application across the entire sales organization.

• Act as a visible ambassador and representative for the Chase Auto Treasury organization at internal and external forums, industry events, and client engagements.

• Cultivate a high-performing, inclusive team culture that prioritizes talent development, fosters collaborative working relationships, and drives continuous improvement in sales and product strategy execution.

• Manage and approve travel requirements for the sales team, ensuring effective client engagement and market presence across the nation.

📝 Enhancement Note: The responsibilities highlight a blend of strategic leadership, direct sales oversight, product advocacy, and operational governance. The role requires a leader who can both set a high-level vision and ensure granular execution, particularly in a complex, regulated financial services environment.

🎓 Skills & Qualifications

Education: While no specific degree is listed, a Bachelor's degree in Finance, Economics, Business Administration, or a related field is strongly implied given the seniority and industry. A Master's degree (MBA) or relevant professional certifications (e.g., Certified Treasury Professional - CTP) would be highly advantageous.

Experience: A minimum of 10+ years of progressive experience in treasury sales, with a significant portion dedicated to leadership roles and strategic initiative management within the financial services sector, specifically in commercial banking or treasury solutions.

Required Skills:

• Treasury Sales Expertise: Demonstrated mastery of treasury services, products, and end-to-end sales delivery, with a proven ability to close complex deals and manage large client portfolios.

• Product Strategy Acumen: Deep understanding of product development lifecycles, market needs assessment, and the ability to translate client requirements into actionable product roadmap contributions.

• Go-to-Market Strategy: Proven experience in defining and executing successful go-to-market strategies for financial products, including market segmentation, value proposition development, and channel optimization.

• People Leadership & Talent Development: Significant experience in managing, mentoring, and developing high-performing sales teams, fostering an inclusive and collaborative team culture, and driving talent progression.

• Stakeholder Management & Communication: Exceptional ability to build rapport, influence, and manage relationships with diverse internal and external stakeholders, including senior executives, clients, and cross-functional teams.

• Client Relationship Management: Proven track record of driving client acquisition, growth, and retention, with a strong emphasis on strategic client pursuits and cross-selling.

• Change Management: Experience leading and managing significant organizational change initiatives, ensuring smooth adoption and consistent execution of new processes, products, and platforms.

• Financial Acumen: Strong understanding of financial concepts, commercial banking solutions, and the ability to analyze financial data to support sales strategies and client solutions.

• Presentation & Executive Communication: Polished ability to present complex information clearly and persuasively to clients, industry bodies, and executive leadership.

Preferred Skills:

• Direct experience within the Automotive Finance industry or with auto dealer clients.

• Familiarity with Commercial Bank products and platforms.

• Experience with advanced cash management and payments solutions.

• Proficiency in CRM systems for sales pipeline management and forecasting.

• Knowledge of regulatory requirements within the financial services industry.

📝 Enhancement Note: The qualification requirements emphasize deep domain expertise in treasury sales and product strategy, coupled with robust leadership and stakeholder management capabilities. The "10+ years" requirement suggests a senior-level role demanding seasoned professionals with a track record of success in complex financial environments.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Sales Strategy & Execution Case Studies: Demonstrate successful development and implementation of treasury sales strategies, including market penetration plans, client acquisition models, and revenue growth initiatives. Highlight specific contributions to pipeline generation and conversion rates.

• Product Strategy & Roadmap Contributions: Showcase examples of influencing product roadmaps, defining new product features based on market/client needs, or successfully launching new treasury solutions. Quantify the impact of these contributions on client adoption or revenue.

• Team Leadership & Performance Management Examples: Provide evidence of leading sales teams, including team structure, performance metrics, talent development initiatives, and fostering a high-performance culture.

• Client Engagement & Value Proposition Examples: Illustrate how complex treasury needs were understood and addressed through tailored solutions, showcasing the development of value propositions and successful client pursuit outcomes.

• Cross-functional Collaboration Initiatives: Detail instances where collaboration with Product, Credit, Servicing, or other key departments was crucial for successful client solutions or product implementation, highlighting personal contributions to fostering these partnerships.

Process Documentation:

• Sales Process Optimization: Document processes for optimizing the treasury sales cycle, from lead generation and qualification to proposal development, negotiation, and closing. Include metrics used to measure efficiency and effectiveness.

• Product Implementation & Change Management: Outline methodologies for introducing new treasury products or platform changes to the sales team and clients, including training, communication plans, and adoption tracking.

• Performance Measurement & KPI Management: Demonstrate how key performance indicators (KPIs) such as revenue, pipeline value, client satisfaction, and cross-sell ratios are defined, tracked, reported, and used for performance management and strategic decision-making.

• Policy & Procedure Governance: Showcase experience in developing, documenting, and enforcing sales policies, procedures, and playbooks to ensure compliance and consistent application across a national sales force.

📝 Enhancement Note: For a role of this seniority, a portfolio should not just list achievements but demonstrate strategic thinking, leadership impact, and a deep understanding of process optimization within the financial services and treasury sales domain. Emphasis should be on quantifiable results and strategic contributions.

💵 Compensation & Benefits

Salary Range: Based on the seniority (Head of Department, 10+ years experience), location (New York City), and industry (leading financial institution), the estimated base salary range for this role is expected to be between $156,750 and $260,000 annually. This estimation is derived from industry benchmarks for similar senior leadership positions in treasury sales and product strategy at large financial services firms in major metropolitan areas.

Benefits:

• Comprehensive Health Care Coverage: Including medical, dental, and vision plans.

• On-site Health and Wellness Centers: Providing convenient access to health services.

• Retirement Savings Plan: Likely a 401(k) with potential company match.

• Backup Childcare: Support for employees needing temporary childcare solutions.

• Tuition Reimbursement: For continued education and professional development.

• Mental Health Support: Access to counseling and mental wellness resources.

• Financial Coaching: Guidance to help employees manage personal finances.

• Commission-based Pay: Performance-based incentives tied to sales targets.

• Discretionary Incentive Compensation: Potential for bonuses based on individual and company performance.

• Forfeitable Equity: Possibility of stock awards, subject to vesting schedules and company performance.

Working Hours: A standard full-time workweek is typically 40 hours. However, given the senior leadership nature of this role and its responsibilities in sales strategy and client management, significant flexibility and extended hours may be required to meet business demands, client needs, and travel commitments.

📝 Enhancement Note: The provided salary range is an estimate based on market data for similar roles in New York City. The benefits package is extensive, reflecting JPMorgan Chase's commitment to employee well-being and professional growth, with a significant portion tied to performance-based compensation.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services, specifically Commercial Banking and Auto Finance. JPMorgan Chase operates within a highly regulated, competitive, and dynamic global financial market, emphasizing innovation, client-centricity, and robust risk management. The Auto Finance sector is a significant component of their Commercial Solutions offerings.

Company Size: JPMorgan Chase & Co. is a global financial services firm with a vast workforce, numbering in the hundreds of thousands worldwide. This scale implies a structured, process-driven environment with significant opportunities for specialization and career advancement, but also requires strong individual initiative to navigate.

Founded: Founded in 2000 through the merger of Chase Manhattan Corporation and J.P. Morgan & Co., the company has a long and rich history dating back to 1799. This legacy signifies stability, extensive market experience, and a deep understanding of financial markets.

Team Structure:

• Direct Reporting: The Head of Treasury and Product Strategy reports directly to the Head of Commercial Solutions within Chase Auto.

• Team Leadership: This role leads a national team responsible for Treasury Services Sales and Product Strategy, implying a dispersed team across various regions within the US.

• Cross-functional Collaboration: The role requires extensive partnership with senior leaders in Auto, Commercial Banking, Product Development, Credit, Servicing, Legal, and Compliance departments, indicating a highly matrixed and collaborative operational environment.

Methodology:

• Data-Driven Decision Making: Emphasis on using data analytics to inform sales strategies, product roadmaps, and performance management, leveraging KPIs to measure success.

• Client-Centric Solutions: A core methodology involves understanding dealer client needs and delivering tailored treasury and payments solutions that drive value and strengthen relationships.

• Strategic Planning & Execution: A structured approach to defining strategic objectives, developing go-to-market plans, and ensuring rigorous execution and accountability across the team.

• Process Governance & Compliance: Strict adherence to established policies, procedures, and regulatory requirements, with a focus on embedding these into daily operations.

Company Website: https://www.jpmorganchase.com/

📝 Enhancement Note: JPMorgan Chase's culture is characterized by its scale, focus on rigorous execution, client dedication, and strong emphasis on compliance and risk management. For an operations-focused role like this, success hinges on navigating complex organizational structures and driving results through strategic leadership and deep market understanding.

📈 Career & Growth Analysis

Operations Career Level: This is a senior leadership position, equivalent to a Vice President or Executive Director level within JPMorgan Chase's hierarchy. It requires a strategic thinker with extensive experience in managing complex sales operations, product development, and team leadership within the financial services industry. The scope of responsibility includes national sales strategy, product advocacy, and direct P&L impact for the Treasury Services segment of Chase Auto.

Reporting Structure: The role reports to the Head of Commercial Solutions, indicating a direct line of sight to business unit leadership and a significant voice in strategic decision-making for the auto finance commercial segment. The incumbent will manage a team of sales and product professionals, likely spread across different geographic locations.

Operations Impact: The Head of Treasury and Product Strategy has a profound impact on the revenue generation and profitability of the Chase Auto Commercial Solutions business. By driving effective treasury sales and shaping relevant product offerings, this role directly influences dealer client acquisition, retention, and the overall depth of client relationships, leading to increased market share and profitability. The strategic alignment with the Commercial Bank also ensures that Auto clients benefit from a comprehensive suite of financial services, enhancing the firm's value proposition.

Growth Opportunities:

• Advancement to Higher Leadership Roles: Potential to move into broader leadership positions within Chase Auto, the broader Commercial Bank, or other specialized business units within JPMorgan Chase, overseeing larger P&Ls or more extensive product portfolios.

• Expanded Strategic Influence: Opportunity to take on more responsibility in shaping the overall strategy for Chase Auto or contribute to firm-wide initiatives related to treasury, payments, or commercial banking innovation.

• Cross-Functional Leadership Experience: Potential to lead cross-functional projects or task forces involving product development, digital transformation, or market expansion initiatives.

• Industry Recognition & Networking: As a visible ambassador, the role offers opportunities to build a strong professional network and gain recognition within the auto finance and treasury management industries.

📝 Enhancement Note: This role represents a significant career milestone, offering substantial influence and growth potential within one of the world's largest financial institutions. The combination of sales leadership, product strategy, and operational oversight provides a unique platform for career development in commercial banking.

🌐 Work Environment

Office Type: This role is designated as "On-site," meaning the primary work location will be a JPMorgan Chase office. Given the location in New York City, it's likely a major corporate office environment within the financial district.

Office Location(s): The primary office location is 277 Park Ave, New York, NY 10172. This is a prominent corporate address in Manhattan, offering access to city amenities and a professional business hub.

Workspace Context:

• Professional Corporate Setting: Expect a well-equipped, modern office environment typical of a leading financial institution, with standard office amenities.

• Collaborative Spaces: The office will likely feature various meeting rooms, collaboration zones, and potentially private offices, facilitating both focused work and team interaction.

• Technology Integration: Access to robust IT infrastructure, including high-speed internet, secure networks, and standard office technology, is a given. The role will require leveraging internal systems for CRM, communication, and data analysis.

• Team Interaction: While on-site, there will be ample opportunity for face-to-face interaction with colleagues in related departments, fostering a cohesive working environment and enabling quick problem-solving.

Work Schedule: The position is full-time, typically requiring 40 hours per week. However, due to the nature of senior leadership, sales targets, and client management in the financial services industry, especially in New York City, extended hours and weekend work may occasionally be necessary to meet deadlines, client demands, or travel requirements.

📝 Enhancement Note: The on-site requirement underscores the importance of in-person collaboration, client engagement, and direct leadership presence within the New York City corporate hub. The environment will be professional, demanding, and technologically advanced, aligned with the standards of a global financial leader.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A review of your resume and application to assess alignment with the stated qualifications, particularly the 10+ years of treasury sales and leadership experience.

• Hiring Manager Interview: An in-depth discussion with the Head of Commercial Solutions to evaluate strategic thinking, leadership style, understanding of the auto finance market, and cultural fit. Expect questions on your approach to team development, go-to-market strategies, and product advocacy.

• Panel Interviews: Likely include interviews with key stakeholders from Commercial Banking, Auto Product, and potentially other senior leaders. These will focus on your ability to collaborate, influence, and drive cross-functional initiatives.

• Case Study or Presentation: You may be asked to prepare and present a strategic plan, a response to a market challenge, or a review of a past initiative. This will assess your analytical skills, strategic planning capabilities, and presentation acumen.

• Final Round: Potentially a discussion with even more senior executives to confirm leadership capabilities and strategic alignment with the broader business objectives.

Portfolio Review Tips:

• Quantify Achievements: For each project or initiative, clearly articulate the problem, your solution, your specific role, and the quantifiable results (e.g., revenue growth, pipeline increase, client retention rate improvement, cost savings).

• Showcase Leadership Impact: Include examples that demonstrate your ability to build and lead high-performing teams, develop talent, and foster a positive team culture.

• Highlight Strategic Thinking: Present case studies that illustrate your strategic planning process, market analysis, go-to-market strategy development, and how you translated business needs into actionable plans.

• Demonstrate Cross-Functional Collaboration: Detail instances where you successfully partnered with different departments (Product, Credit, Legal, etc.) to achieve business objectives, emphasizing your communication and influencing skills.

• Tailor to Auto Finance: If possible, include examples or insights relevant to the automotive finance industry or commercial dealer clients to show domain understanding.

• Conciseness and Clarity: Ensure your portfolio is well-organized, easy to navigate, and clearly communicates your value proposition. Prioritize impact and relevance.

Challenge Preparation:

• Strategic Sales Planning: Be prepared to discuss how you would develop a sales strategy for treasury services in the auto finance sector, including identifying target segments, value propositions, and sales enablement tactics.

• Product Strategy & Market Fit: Anticipate questions about how you would assess market needs for new treasury products, collaborate with product teams, and drive adoption within the sales force.

• Team Leadership Scenarios: Prepare to discuss your approach to managing performance, motivating a national sales team, developing talent, and handling underperformance.

• Stakeholder Management: Practice articulating how you would manage relationships with key internal and external stakeholders, resolve conflicts, and gain buy-in for strategic initiatives.

• Industry Trends: Familiarize yourself with current trends in treasury management, payments, auto finance, and commercial banking.

📝 Enhancement Note: The interview process for this senior role will be rigorous, focusing on strategic leadership, operational execution, and the ability to drive tangible business results. A well-prepared portfolio that clearly demonstrates quantifiable achievements and strategic impact is crucial for success.

🛠 Tools & Technology Stack

Primary Tools:

• CRM System: Advanced proficiency in enterprise-level CRM platforms (e.g., Salesforce, Microsoft Dynamics) is essential for managing client relationships, tracking sales pipelines, forecasting revenue, and analyzing sales performance.

• Sales Enablement Platforms: Familiarity with tools that support sales teams with content management, training, and performance tracking.

• Collaboration Suites: Expertise in using Microsoft Teams, Slack, or similar platforms for internal communication, team collaboration, and project management.

Analytics & Reporting:

• Business Intelligence (BI) Tools: Experience with BI platforms like Tableau, Power BI, or similar tools for creating dashboards, generating reports, and analyzing sales and product performance data.

• Spreadsheet Software: Advanced proficiency in Microsoft Excel for data analysis, financial modeling, and reporting.

• Internal Reporting Systems: Familiarity with JPMorgan Chase's proprietary reporting and analytics systems for treasury, sales, and product performance.

CRM & Automation:

• Treasury Management Systems (TMS): While not directly managed, a strong understanding of how TMS solutions integrate with banking services and how sales strategies align with these systems is beneficial.

• Payments Processing Platforms: Knowledge of various payment rails and platforms (e.g., ACH, wire transfers, real-time payments) and how treasury services leverage these.

• Integration Tools: Understanding of how treasury and sales platforms integrate with core banking systems and other enterprise applications to ensure seamless data flow and operational efficiency.

📝 Enhancement Note: The technology stack for this role will be enterprise-grade, focusing on robust CRM, advanced analytics, and seamless integration across various financial platforms. Proficiency in these tools is critical for effective sales management, data-driven decision-making, and strategic planning.

👥 Team Culture & Values

Operations Values:

• Client Focus: A deep commitment to understanding and serving the unique needs of auto dealer clients, delivering tailored treasury and payments solutions that drive their business success.

• Integrity & Trust: Upholding the highest ethical standards, ensuring compliance with all regulations, and building trusted relationships with clients, colleagues, and stakeholders.

• Excellence & Accountability: Striving for exceptional performance in sales execution, product strategy, and team leadership, taking ownership of outcomes and driving for measurable results.

• Collaboration & Inclusion: Fostering an environment where diverse perspectives are valued, teamwork is paramount, and all team members feel empowered to contribute their best.

• Innovation & Adaptability: Embracing new technologies and market trends to continuously improve treasury offerings, sales processes, and client experiences in a dynamic financial landscape.

Collaboration Style:

• Cross-functional Partnership: The role necessitates a highly collaborative approach, working closely with Commercial Banking, Product Development, Credit, Servicing, and other departments to ensure integrated client solutions and seamless execution.

• Direct and Open Communication: A culture that encourages open dialogue, constructive feedback, and transparent communication to resolve challenges and drive alignment across teams.

• Team-Oriented Development: Emphasis on collective success, where team members support each other, share best practices, and contribute to a positive and productive work environment focused on talent growth.

• Process Improvement Mindset: Encouraging continuous evaluation of existing processes, seeking opportunities for optimization, automation, and efficiency gains to enhance client experience and operational effectiveness.

📝 Enhancement Note: The culture at JPMorgan Chase, particularly within its commercial banking divisions, is characterized by a strong emphasis on professionalism, results-orientation, and ethical conduct. Success in this role depends on aligning with these core values and fostering a collaborative, client-centric team environment.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating a Complex Organization: Effectively influencing and driving initiatives across multiple large business units (Auto Finance, Commercial Banking, Product) within a global financial institution requires strong political acumen and relationship-building skills.

• Market Competition: The auto finance and treasury services markets are highly competitive, requiring continuous innovation and superior client service to maintain and grow market share.

• Regulatory Environment: Operating within a strictly regulated financial services industry demands meticulous attention to compliance, risk management, and policy adherence in all sales and product strategies.

• Talent Management: Attracting, developing, and retaining top sales and product talent in a competitive market, especially for a national team, can be challenging.

• Adapting to Technological Advancements: Keeping pace with rapid changes in payments technology, digital banking, and data analytics to ensure treasury solutions remain relevant and competitive.

Learning & Development Opportunities:

• Advanced Leadership Training: Access to JPMorgan Chase's extensive leadership development programs, focusing on strategic decision-making, executive communication, and organizational influence.

• Industry Conferences & Certifications: Opportunities to attend leading financial services and treasury management conferences, and potentially pursue advanced certifications (e.g., CTP) to deepen expertise.

• Mentorship Programs: Engage with senior leaders across the firm for guidance, career advice, and networking opportunities.

• Exposure to Diverse Financial Products: Gain deeper insights into the broader suite of commercial banking products and services offered by JPMorgan Chase, enhancing your overall financial acumen.

• Strategic Project Leadership: Opportunities to lead or participate in high-impact strategic projects, such as digital transformation initiatives, new market entries, or major product enhancements.

📝 Enhancement Note: This role presents significant challenges that are commensurate with its senior leadership scope. However, these challenges are balanced by substantial growth opportunities, providing a platform for career advancement and continuous professional development within a leading global financial firm.

💡 Interview Preparation

Strategy Questions:

• "Describe your approach to developing and executing a national go-to-market strategy for treasury services in the auto finance sector. What are the key components and how would you measure success?" (Focus on market segmentation, value proposition, sales channel strategy, and KPI alignment.)

• "How would you foster collaboration between your sales team, the Commercial Bank, and the Product organization to ensure effective product implementation and client adoption? Provide a specific example." (Highlight your stakeholder management, communication, and cross-functional leadership skills.)

Company & Culture Questions:

• "Based on your understanding of JPMorgan Chase and the auto finance industry, what do you see as the biggest opportunities and challenges for our Treasury Services business over the next 3-5 years?" (Showcase your industry knowledge, strategic foresight, and alignment with the company's direction.)

• "Describe your philosophy on building and leading high-performing, inclusive sales teams. How do you develop talent and foster a culture of accountability and collaboration?" (Focus on your leadership style, team-building strategies, and commitment to diversity and inclusion.)

Portfolio Presentation Strategy:

• Executive Summary: Begin with a concise overview of your career trajectory and key achievements, highlighting your leadership in treasury sales and product strategy.

• Impact-Driven Storytelling: For each case study, frame it as a narrative: the challenge faced by the business or client, your strategic approach and execution, and the measurable, positive outcomes achieved. Use the STAR method (Situation, Task, Action, Result).

• Quantify Everything: Use data and metrics heavily to demonstrate the tangible impact of your work. Focus on revenue growth, pipeline expansion, client acquisition/retention rates, cost savings, or efficiency improvements.

• Showcase Leadership: Clearly articulate your role in leading teams, influencing stakeholders, and driving strategic initiatives. Highlight instances of mentorship and talent development.

• Connect to JPMorgan Chase: Where possible, draw parallels between your past successes and the requirements of this role at JPMorgan Chase, demonstrating how your experience directly aligns with their needs.

• Prepare for Deep Dives: Be ready to elaborate on any aspect of your portfolio, answer detailed questions about your methodologies, and defend your strategic decisions.

📝 Enhancement Note: Thorough preparation, including practicing answers to potential questions and refining your portfolio presentation, is critical for this senior-level interview. Demonstrating strategic thinking, leadership presence, and a clear understanding of the financial services landscape will be key differentiators.

📌 Application Steps

To apply for this operations position:

• Submit your application through the JPMorgan Chase & Co. careers portal via the provided link.

• Craft a Targeted Resume: Tailor your resume to highlight your 10+ years of treasury sales leadership experience, specific achievements in product strategy, and success in managing national sales teams. Use keywords from the job description such as "Treasury Sales," "Product Strategy," "Go-to-market Strategy," "Client Acquisition," "People Leadership," and "Commercial

Banking."

• Develop a Comprehensive Portfolio: Prepare a portfolio that showcases your strategic impact. Include 2-3 detailed case studies focusing on:

  • A successful treasury sales strategy you developed and executed, with quantifiable revenue and pipeline growth.
  • An initiative where you influenced product strategy or launched a new treasury solution, detailing market impact and adoption.
  • An example of leading and developing a sales team, including performance metrics and talent development outcomes.

• Prepare for Strategic Case Studies: Anticipate being asked to present on a strategic challenge, such as developing a new market entry plan for treasury services or addressing competitive pressures in the auto finance sector. Practice articulating your methodology, recommended actions, and expected outcomes.

• Research JPMorgan Chase Auto: Gain a deep understanding of Chase Auto's current market position, its commercial solutions offerings, and recent industry news. Familiarize yourself with JPMorgan Chase's overall business strategy and values, particularly as they relate to commercial banking and client relationships.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.