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Treasury Management Officer- Middle Market- Vice President

JPMorgan Chase

Senior · 6+ yrsOn-site · Plano, TX, United States / Chicago, IL, United States / Charlotte, NC, United StatesListed 21d ago
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Experience Senior · 6+ yrs (6+ years)

About the role

structured by ORI

Join the team providing financial solutions to clients across the country Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

What you will do

  • Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
  • Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
  • Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
  • Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
  • Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions

What they are looking for

  • 6+ years of cash management, sales and relationship management experience
  • Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
  • Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
  • Excellent verbal and written communication skills
  • Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
  • Strong time management, organizational and planning skills
  • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Nice to have

  • Bachelor’s degree
  • Certified Treasury Professional designation
  • Strong creative solution and problem-solving abilities
treasury managementcash managementsalesrelationship managementnegotiationtime management
Full posting text

Join the team providing financial solutions to clients across the country

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

Job responsibilities

Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships

Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning

Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework

Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews

Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions

Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms

Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Required qualifications, capabilities, and skills

6+ years of cash management, sales and relationship management experience

Success developing new business with focus on prospecting utilizing strong selling and negotiation skills

Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy

Excellent verbal and written communication skills

Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization

Strong time management, organizational and planning skills

Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred qualifications, capabilities, and skills

Bachelor’s degree

Certified Treasury Professional designation

Strong creative solution and problem-solving abilities

Client ManagementRelationship Sales
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JPMorgan Chase

Financial Services

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an

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