Treasury Management Officer- Emerging Middle Market- Vice President

JPMorganChase

Plano (TX)

On-site

USD 110,000 - 170,000

Full time

14 days+
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Benefits offered by this job

Competitive rewards package
Benefits and programs

Job summary

JPMorganChase in Plano, Texas is seeking a Treasury Management Officer in Commercial Banking to generate new treasury management business and nurture client relationships. You will leverage deep treasury product knowledge to develop a localized market strategy and collaborate with Bankers, Client Service, Product Leadership and Implementation teams to deliver integrated solutions.

The role focuses on revenue growth through prospecting, strategic client dialogues, and cross-functional

Qualifications

  • 6+ years in cash management, sales and relationship management.
  • Proven ability to prospect and source new treasury management business.
  • Knowledge of Treasury Service products, credit/risk processes, overdraft management, and pricing.
  • Excellent verbal and written communication.
  • Ability to develop strong client relationships with COIs and internal teams.
  • Strong time management, organization and planning.
  • Proven track record of meeting or exceeding sales goals.

Responsibilities

  • Grow revenue by prospecting and sourcing new treasury management business while expanding existing relationships.
  • Lead strategic dialogues using best practices, benchmarking, and solution positioning.
  • Collaborate with bankers and clients at senior levels to provide integrated treasury solutions.
  • Lead business process reviews aligned with sales opportunities and engage solution specialists.
  • Raise new solution ideas with product stakeholders from the client perspective.
  • 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
Relationship management
Prospecting
Negotiation
Communication
Time management
Sales track record

Education

Bachelor's degree
Certified Treasury Professional designation

Job description

Job Description

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

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
  • 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
About Us

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

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