Treasury Management Officer - Real Estate Banking - Executive Director

JPMorganChase; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

JPMorganChase in San Francisco seeks a seasoned Treasury Management Officer to grow treasury solutions and maintain key client relationships within Commercial Banking. You will leverage deep product knowledge to execute localized market strategies and collaborate with Bankers, Service, Product Leadership and Implementation teams.

The role focuses on driving revenue, leading client dialogues, and delivering integrated treasury solutions while managing risk and profitability of portfolios.

Qualifications

• 10+ years of cash management, sales and relationship management experience.
• Strong selling and negotiation skills for new business development.
• Knowledge of Treasury Service products, credit and risk processes, overdraft management, and pricing philosophy.
• Excellent verbal and written communication skills.
• Ability to develop strong relationships with clients, COIs, and external consultancies.
• Strong time management, organization and planning skills.
• Demonstrated history of meeting or exceeding sales goals as a top contributor.

Responsibilities

• Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding existing client relationships.
• Create strategic dialogues around client issues, benchmarking, opportunity quantification and solution positioning.
• Collaborate with bankers and clients at senior levels to provide integrated treasury solutions.
• Lead business process reviews aligned to sales opportunities and engage solution specialists for complex reviews.
• Raise new solution ideas and partner with product stakeholders to reflect client perspectives in development.
• Deliver thought leadership on working capital solutions at market events and webinars.
• Manage non-credit risk and monitor profitability of assigned relationships.

Skills

Cash management

Sales & relationship management

Treasury service products

Communication (verbal & written)

Time management & planning

Business development & negotiation

Client relationship development

Education

Bachelor's degree

Job description

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
• 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

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.

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. 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

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.