Joshua Tomaszewski
Summary
Expert Payments Leader with 10+ Years of Experience at JPMorgan, Specializing in Driving Innovative Treasury Management, Liquidity Optimization, and Cross-Border Solutions to Enhance Financial Efficiency and Deliver Strategic Value. Proven ability to lead complex projects and build strong client relationships
Overview
12
12
years of professional experience
Work History
Vice President | Treasury Management Officer
JPMorgan Chase & Co
06.2023 - Current
- Manage a diverse portfolio of 58+ active clients, including Correspondent Banking, Asset Managers, Broker Dealers, and Diversified Finance clients, as well as 20+ prospects, generating $15M in annual revenue across Treasury and Liquidity services
- Achieved 17% year-over-year revenue growth FY 2024 by proactively meeting with clients and prospects to source new business opportunities in treasury management and liquidity solutions
- Collaborate with internal teams to develop and implement complex product solutions including Third Party Money, Virtual Account Management, Sponsored Accounts, and Client Money Accounts
- Deliver strategic solutions and industry best practices to clients, ensuring alignment with their financial goals and operational needs
- Provide mentorship and guidance to junior Treasury Sales Associates, fostering team growth and development
- Monitor all non-credit risk and managed renewals for existing clients, ensuring continued service excellence and compliance with regulatory standards
Senior Treasury Sales Associate III
JPMorgan Chase & Co
Detroit, MI
12.2020 - 06.2023
- Assisted in managing multiple portfolios totaling 140+ active clients, including Diversified Finance and Bank clients, and 25+ prospects, generating $20M+ in annual revenue across treasury and banking services
- Led sales efforts through the full lifecycle, including responding to requests for proposals (RFPs), delivering client pitches, overseeing implementation, and providing ongoing relationship management to deepen existing relationships and acquire new business
- Partnered with product specialists to design and deliver tailored Treasury solutions that address client needs and enhance business performance
- Utilized Salesforce and pipeline management tools to monitor sales cycles, and optimize sales activities, ensuring accurate forecasting and proactive opportunity management
- Mentored and trained junior Treasury Associates and Treasury Support Associates, enhancing team performance and ensuring consistent professional development across the group
Business Realtionship Manager
JPMorgan Chase & Co
Chicago, IL
05.2017 - 12.2020
- Managed and retained a portfolio 90 business clients with annual revenues of $5-$20 million
- Actively prospected new clients by leveraging a Branch network, COI's and various referral sources
- Customized deposit and treasury solutions as well as managed credit opportunities up to $1.5 million
- Regularly conducted in-person calls with prospects and existing clients
- Built collaborative relationships with partners across all lines of business (Chase Wealth Management, Home Lending, JPMorgan Private Bank, JPMorgan Commercial Bank, Branch Teams) to ensure we could accommodate all client financial needs
- Ranked in Top 1% of Relationship Managers and attended National Achiever Conference
Private Client Banker
JPMorgan Chase & Co
Novi, MI
02.2013 - 05.2017
- Responsible for building a portfolio of over 300 affluent clients in the segment of $250 thousand to $10 million in assets
- Assisted in brining in over $20 million in new investments and deposits as well as over $15 million loans
- Promoted new client relationships through outbound calling, networking and referrals from existing clients
- Held Series 6, Series 63, Life Insurance, Health Insurance licenses. Awarded Outstanding Performer for 2016
Education
BBA - Business Management
Cleary University
Howell, MISkills
- Problem-Solving & Critical Thinking
- Risk Management
- Pipeline Management & CRM (Salesforce)
- Sales Presentation & Communication
- Client Relationship Management & Retention
- Microsoft Office
- Mentoring & Coaching
- Product Knowledge & Development
Additional Information
- Co-Chair, Advocacy Committee, PRIDE North America Business Resource Group
Collaborated with The Office of LGBT+ Affairs and PRIDE networks nationwide to advance advocacy initiatives and support the LGBT+ community within the organization
Timeline
Vice President | Treasury Management Officer
JPMorgan Chase & Co
06.2023 - Current
Senior Treasury Sales Associate III
JPMorgan Chase & Co
12.2020 - 06.2023
Business Realtionship Manager
JPMorgan Chase & Co
05.2017 - 12.2020
Private Client Banker
JPMorgan Chase & Co
02.2013 - 05.2017
BBA - Business Management
Cleary University