Treasury Management Partner - Client Solutions & Growth

Testing Site - JPMC; San Francisco (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Testing Site - JPMC in San Francisco is seeking a Treasury Management Officer in Commercial Banking to generate new treasury management business and deepen client relationships in the local market.

You will leverage deep treasury product knowledge and collaborate with bankers, client service, product leadership and implementation teams to deliver integrated cash management solutions while protecting profitability.

Qualifications

• 6+ years of cash management, sales and relationship management experience.
• Proven ability to prospect and source new treasury management business.
• Knowledge of Treasury Service products, credit/risk processes and pricing.
• Excellent verbal and written communication skills.
• Ability to build strong client relationships with COIs and consultants.
• Strong time management, organizational and planning skills.
• History of meeting or exceeding sales goals; top individual contributor.

Responsibilities

• Grow revenue by prospecting and sourcing new treasury management business.
• Create strategic dialogues around client-centric issues and solution positioning.
• Collaborate with bankers and clients to provide integrated treasury solutions.
• Lead business process reviews aligned to key client sales opportunities.
• Raise new solution ideas with product stakeholders.
• Deliver thought leadership at market events and webinars.
• Manage non-credit risk and profitability of assigned relationships.

Skills

Cash management

Sales

Relationship management

Negotiation skills

Treasury services

Communication skills

Time management

Education

Bachelor’s degree

Certified Treasury Professional designation

Job description

Testing Site - JPMC in San Francisco is seeking a Treasury Management Officer in Commercial Banking to generate new treasury management business and deepen client relationships in the local market.

You will leverage deep treasury product knowledge and collaborate with bankers, client service, product leadership and implementation teams to deliver integrated cash management solutions while protecting profitability.