Michael Calder
Kings Park,NY
Summary
Results-driven treasury professional excelling in dynamic and innovative environments. Demonstrated success in boosting sales while nurturing strong client relationships. Committed to enhancing sales performance metrics for financial institutions through strategic initiatives and targeted analysis.
Overview
11
11
years of professional experience
Work History
Executive Director, Treasury Management Officer Sr
J.P. Morgan Chase & Co.
New York, NY
01.2024 - Current
- Responsible for managing and growing revenue across a portfolio comprised of 35+ corporate banking clients and prospects.
- Recognized as a top performer across the Corporate Client Banking Sales organization for consistently surpassing sales goals and driving year-over-year PxV increases.
- Over the last 24 months, I successfully closed over $6 million in newly acquired sales across multiple product sets, excluding liquidity.
- Built and strengthened client relationships through consistent, proactive client calling, and engagement.
- Completed several successful prospect conversions that are now major relationships, generating over $1 million in annual revenue.
- Lead a high-performing team of sales associates, fostering a culture of accountability and ongoing mentorship.
Vice President
J.P. Morgan Chase & Co.
New York, NY
01.2020 - 01.2024
- Maintain a strong client focus, treasury industry expertise and a comprehensive understanding of bank structures and the operational aspects of global cash management products and services.
- Works independently and in partnership with market bankers to develop new profitable business from prospective clients.
- Manage proposal writing and the entire sales cycle.
- Advise corporate clients on formation of global account structures, commercial card programs and other transaction banking processes.
- Develop and maintain excellent client relationships while achieving sales goals consisting of calling statistics and newly acquired sales.
Treasury Sales Associate
J.P. Morgan Chase San Antonio Corporate Center
New York, NY
02.2017 - 01.2020
- Partnered with various Treasury Management Officers in responding to client proposals and formulating specific solutions for client challenges.
- Analyzed bank fees, and recommended cost-saving opportunities.
- Assisted with client call preparation by creating relationship review materials, account plans, and pitch books.
- Developed and maintained relationships with customers, and assisted in generating sales opportunities.
- Worked with Treasury Management Officers throughout the sales cycle to manage an effective pipeline, and ensure services and pricing were set up accurately.
Senior Client Service Associate
J.P. Morgan Chase & Co.
New York, New York
05.2014 - 02.2017
Education
Bachelor of Science - Business Management
Long Island University
Brookville, NY05-2014
Skills
- Excellent client relationship management
- Account analysis expertise
- Proficient in Word, Excel, PitchPro, etc
- Extremely positive attitude
- Strong Customer Service
- Communication and people skills
- Adaptability and collaboration
- Employee training and mentoring
Timeline
Executive Director, Treasury Management Officer Sr
J.P. Morgan Chase & Co.
01.2024 - Current
Vice President
J.P. Morgan Chase & Co.
01.2020 - 01.2024
Treasury Sales Associate
J.P. Morgan Chase San Antonio Corporate Center
02.2017 - 01.2020
Senior Client Service Associate
J.P. Morgan Chase & Co.
05.2014 - 02.2017
Bachelor of Science - Business Management
Long Island University
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