Treasury Management VP: Strategic Client Solutions

JPMorganChase

San Francisco (CA)

On-site

USD 120,000 - 180,000

Full time

5 days ago
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Benefits offered by this job

Health coverage
Wellness centers
Retirement plan

Job summary

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

You will guide clients on working capital solutions, manage non-credit risk, and lead cross-functional reviews to optimize client profitability and cash

Qualifications

  • 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.

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 and strategic levels to provide integrated treasury solutions in a consultative framework.
  • Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist 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 the market, prospects and clients on working capital solutions at roundtables, conferences, webinars, and media platforms.
  • Manage the non-credit risk for customer portfolio and monitor and enhance profitability.

Skills

Cash management
Relationship management
Sales/prospecting
Negotiation
Communication
Client advisory
Strategic thinking

Education

Bachelor's degree
Certified Treasury Professional

Job description

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

You will guide clients on working capital solutions, manage non-credit risk, and lead cross-functional reviews to optimize client profitability and cash

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