Treasury Management Officer – Client Solutions & Growth

JPMorgan Chase & Co.; Plano (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in Plano seeks a Treasury Management Officer to generate new treasury management business and deepen relationships with commercial and investment banking clients.

You will use deep treasury product knowledge to develop localized market strategies and partner with Bankers, Client Service, Product Leadership and Implementation teams to deliver integrated cash-management solutions. The role emphasizes client-focused solution selling, portfolio profitability, and leadership in

Qualifications

• 6+ years of cash management, sales and relationship management experience.
• Strong selling and negotiation skills.
• Knowledge of Treasury Service products, credit and risk process.
• Excellent verbal and written communication skills.
• Ability to develop strong working relationships with clients, colleagues, COI, and external consulting organizations.
• Strong time management, organizational and planning skills.
• Demonstrated experience of meeting or exceeding sales goals; top individual contributor.

Responsibilities

• Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding existing client relationships.
• Create strategic dialogues around client-centric issues, benchmarking, opportunity quantification and solution positioning.
• Collaborate with bankers and clients at senior levels to provide integrated treasury solutions in a consultative framework.
• Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialists for complex reviews.
• Raise new solution ideas and represent client perspectives in development of complex products and solutions.
• Deliver thought leadership on working capital solutions at roundtables, conferences, webinars and media platforms.
• Manage non-credit risk for customer portfolios and monitor profitability of relationships.

Skills

Cash management

Sales & negotiation

Communication skills

Relationship management

Time management

Planning

Sales targets

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Plano seeks a Treasury Management Officer to generate new treasury management business and deepen relationships with commercial and investment banking clients.

You will use deep treasury product knowledge to develop localized market strategies and partner with Bankers, Client Service, Product Leadership and Implementation teams to deliver integrated cash-management solutions. The role emphasizes client-focused solution selling, portfolio profitability, and leadership in