TreasuryManagementOfficer-VicePresident-MiddleMarketBanking

Hispanic Alliance for Career Enhancement; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Treasury Management Officer who excels in building client relationships and delivering innovative financial solutions. In this dynamic role, you will leverage your extensive knowledge of treasury products to drive new business while nurturing existing client partnerships. You will engage with senior stakeholders, providing tailored solutions and thought leadership at various industry platforms. This position offers an exciting opportunity to contribute to a leading financial institution's success, where your skills in cash management and relationship building will be highly valued.

Qualifications

• 6+ years of experience in cash management and relationship management.
• Proven success in developing new business and exceeding sales goals.

Responsibilities

• Grow revenue by sourcing new treasury management business.
• Collaborate with clients to provide integrated treasury solutions.
• Manage non-credit risk for customer portfolio.

Skills

Cash Management

Sales and Relationship Management

Negotiation Skills

Communication Skills

Time Management

Organizational Skills

Problem-Solving Abilities

Education

Bachelor's Degree

Certified Treasury Professional

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 specialist 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

• 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 organizations
• 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

About the Team

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.