Treasury Management Officer - Commercial Term Lending - Vice President

Testing Site - JPMC; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Testing Site - JPMC in San Francisco seeks a Treasury Management Officer in Commercial Banking to generate new treasury management business and deepen client relationships, leveraging deep product knowledge to craft localized market strategies.

You will collaborate with Bankers, Client Service, Product Leadership and Implementation teams to deliver integrated solutions, manage risk, and grow revenue through proactive client dialogues and strategic reviews.

Qualifications

• 6+ years of cash management, sales and relationship management experience.
• Proven ability to develop new business and meet sales goals.
• Knowledge of Treasury Service products, credit and risk processes, and pricing philosophy.
• Excellent verbal and written communication skills.
• Ability to build strong client relationships with COIs and external partners.
• Strong time management and organizational skills.
• Track record as a top individual contributor.

Responsibilities

• Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding existing relationships.
• Create strategic dialogues around client-centric issues and quantify opportunities.
• Collaborate with bankers and clients at senior levels to provide integrated treasury solutions.
• Lead business process reviews aligned to client sales opportunities and engage solution specialists.
• Raise new solution ideas and represent client perspectives in product development.
• Deliver thought leadership on working capital solutions at events and webinars.
• Manage non-credit risk for the customer portfolio and monitor profitability.

Skills

Cash management

Sales

Relationship management

Treasury services

Pricing philosophy

Client relationships

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 strategywhiledeveloping 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

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.