Treasury Management Officer- Middle Market- Vice President

Testing Site - JPMC; Charlotte (NC); On-site; USD 110,000 - 170,000; Full time

Job summary

Testing Site - JPMC in Charlotte, NC seeks a Treasury Management Officer to generate new treasury management business and manage client relationships in Commercial Banking.

Role focuses on leveraging product knowledge to develop market strategies and collaborate with bankers, product leadership, and implementation teams to deliver integrated treasury solutions.

Qualifications

• 6+ years of cash management, sales and relationship management experience.
• Proven ability to develop new business through prospecting with strong selling and negotiation skills.
• Knowledge of Treasury Service products, credit and risk processes, overdraft management, and pricing.
• Excellent verbal and written communication skills.
• Ability to build strong relationships with clients, colleagues, COIs, and external consultants.
• Strong time management, organizational and planning skills.
• Track record of meeting/exceeding sales goals as a top individual contributor.

Responsibilities

• Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding existing customer 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 while partnering with internal product stakeholders to represent the client perspective in development of complex products.
• Deliver thought leadership to market, prospects and clients on working capital solutions at events, roundtables and webinars.
• Manage non-credit risk for customer portfolio and monitor profitability of all relationships.

Skills

Cash management

Sales relationship mgmt

Negotiation

Communication

Time management

Strategic planning

Education

Bachelor’s degree

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 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