Senior Treasury Management & Solutions Advisor

JP Morgan Chase

San Francisco (CA)

On-site

USD 150,000 - 190,000

Full time

2 days ago
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Job summary

JPMorgan Chase in San Francisco seeks a Treasury Management Officer in Commercial Banking to generate new treasury management business and strengthen client relationships by delivering integrated cash management and treasury solutions. You will partner with Bankers, Client Service, Product Leadership, and Implementation teams to develop market and product strategies and lead client dialogues.

You will drive revenue, manage risk, and contribute to profitability while collaborating across

Qualifications

  • 10+ years of cash management, sales and relationship management experience.
  • Strong selling and negotiation skills to develop new business.
  • Knowledge of Treasury Service products, credit/risk processes, overdraft management, and pricing philosophy.
  • Excellent verbal and written communication skills.
  • Ability to build relationships with clients, COIs, and external organizations.
  • Strong time management, organizational and planning skills.
  • History of meeting or exceeding sales goals; top individual contributor.

Responsibilities

  • Grow revenue by prospecting and sourcing new treasury management business while expanding existing relationships.
  • Create strategic dialogues around client-centric issues with benchmarking and solution positioning.
  • Collaborate with bankers and clients at senior levels to provide integrated treasury solutions.
  • Lead business process reviews and engage solutions specialists for complex reviews.
  • Raise new solution ideas and represent client perspectives in product development.
  • Deliver market thought leadership at roundtables, conferences, webinars, and media platforms.
  • Manage non-credit risk for client portfolio and monitor profitability of relationships.

Skills

Cash management
Sales & relationship
Negotiation skills
Client communication
Time management
Strategic thinking
Top performer

Education

Bachelor's degree

Job description

JPMorgan Chase in San Francisco seeks a Treasury Management Officer in Commercial Banking to generate new treasury management business and strengthen client relationships by delivering integrated cash management and treasury solutions. You will partner with Bankers, Client Service, Product Leadership, and Implementation teams to develop market and product strategies and lead client dialogues.

You will drive revenue, manage risk, and contribute to profitability while collaborating across

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