Treasury Management Officer - Vice President - Middle Market Banking

J.P. Morgan; Toronto; On-site; CAD 80,000 - 140,000; Full time

Job summary

An established industry player is seeking a Treasury Management Officer to drive new business and enhance client relationships. This role involves leveraging your treasury product expertise to create tailored strategies that meet client needs. You will collaborate with various teams to deliver innovative solutions and lead discussions on working capital at industry events. If you are passionate about financial solutions and building strong client partnerships, this position offers a dynamic environment to thrive and make a significant impact.

Qualifications

• 6+ years of experience in cash management and relationship management.
• Strong selling and negotiation skills with proven success in business development.

Responsibilities

• Grow revenue by sourcing new treasury management business and expanding client relationships.
• Collaborate with bankers and clients to provide integrated treasury solutions.

Skills

Sales and relationship management

Negotiation skills

Time management

Communication skills

Problem-solving abilities

Education

Bachelor’s degree

Job description

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

1. Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
2. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning.
3. Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework.
4. Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialists for complex client business process reviews.
5. Raise new solution ideas while partnering with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
6. Deliver thought leadership to the market, prospects and clients on working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
7. Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships.

Required Qualifications, Capabilities, and Skills

1. 6+ years of cash management, sales and relationship management experience.
2. Success developing new business with a focus on prospecting utilizing strong selling and negotiation skills.
3. Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy.
4. Excellent verbal and written communication skills.
5. Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organizations.
6. Strong time management, organizational and planning skills.
7. Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor.

Preferred Qualifications, Capabilities, and Skills

1. Bachelor’s degree.
2. Certified Treasury Professional designation.
3. Strong creative solution and problem-solving abilities.