Treasury Solutions Advisor - Healthcare & Education Sectors

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks a Treasury Management Officer in Commercial Banking who focuses on building relationships and delivering financial solutions to clients.

You will generate new treasury management business, manage client portfolios, and collaborate with Product and Implementation teams to tailor working capital solutions.

This role emphasizes strategic client engagement, cross-functional partnerships, and strong sales performance.

Qualifications

• 6+ years of cash management, sales and relationship management experience.
• Strong selling and negotiation skills.
• Knowledge of Treasury Service products, credit and risk process, overdraft management, and pricing philosophy.
• Excellent verbal and written communication skills.
• Ability to develop strong working relationships with clients, colleagues, 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, 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

Skills

Cash management

Sales

Relationship mgmt

Negotiation

Communication

Time management

Planning

Education

Bachelor’s degree

Certified Treasury Professional

Job description

JPMorgan Chase & Co. in Chicago seeks a Treasury Management Officer in Commercial Banking who focuses on building relationships and delivering financial solutions to clients.

You will generate new treasury management business, manage client portfolios, and collaborate with Product and Implementation teams to tailor working capital solutions.

This role emphasizes strategic client engagement, cross-functional partnerships, and strong sales performance.