Treasury Management Officer - Merchant Services Business Development - Executive Director

Aumni; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive total rewards package

Commission-based pay

Discretionary incentive compensation

Health benefits

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks a Treasury Management Officer to grow and manage treasury solutions for commercial banking clients.

You will leverage deep product knowledge to develop localized market strategies and collaborate with bankers, product leadership, and implementation teams to deliver integrated cash management solutions. The role emphasizes prospecting new business, maintaining relationships, and driving profitability while navigating risk and client needs.

Qualifications

• 10+ years of cash management, sales and relationship management experience.
• Strong selling and negotiation skills with new business development focus.
• Knowledge of Treasury Service products, credit/risk processes and pricing.

Responsibilities

• Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding client relationships.
• Create strategic dialogues around client issues, benchmarking, and solution positioning.
• Collaborate with bankers and clients to provide integrated treasury solutions in a consultative framework.
• Lead business process reviews for key client sales opportunities with product stakeholders.
• Raise new solution ideas and represent client perspective 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 mgmt

Treasury services

Communication

Networking

Time management

Sales targets

Education

Bachelor's degree

Tools

CRM systems

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
• 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

• 10+ 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

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

Additional details about total compensation and benefits will be provided during the hiring process.

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.

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

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.

Join the team providing financial solutions to over 20,000 middle market clients across the country