Treasury Solutions Executive - Grow New Business & Clients

Aumni; Los Angeles (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a seasoned Treasury Management Officer to drive new treasury management business and deepen client relationships.

The role requires strong knowledge of cash management products, risk and pricing, with a client-focused, consultative selling approach. You will collaborate with Bankers, Client Service, Product Leadership and Implementation teams to tailor solutions, lead complex reviews, and enhance profitability while representing the client perspective in

Qualifications

• 6+ years in cash management, sales and relationship management.
• Proven ability to develop new treasury business with strong negotiation skills.
• Deep knowledge of Treasury Service products, credit/risk processes, overdraft management, and pricing.
• Excellent verbal and written communication skills.
• Ability to develop strong working relationships with clients, COIs, and internal teams.
• Strong time management and planning skills.
• Proven track record of meeting or exceeding sales goals.

Responsibilities

• Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding existing relationships.
• Create strategic dialogues around client-centric issues and quantify opportunities.
• Collaborate with bankers and clients to provide integrated treasury solutions in a consultative framework.
• Lead business process reviews aligned to client sales opportunities with industry solutions support.
• Raise solution ideas and partner with product stakeholders to evolve complex solutions.
• Deliver thought leadership on working capital solutions at market events and webinars.
• Manage non-credit risk for the client portfolio and monitor profitability.

Skills

Cash management

Sales & relationships

Treasury services

Negotiation

Client communication

Strategic thinking

Education

Bachelor’s degree

Certified Treasury Professional (CTP)

Job description

JPMorgan Chase & Co. in Los Angeles seeks a seasoned Treasury Management Officer to drive new treasury management business and deepen client relationships.

The role requires strong knowledge of cash management products, risk and pricing, with a client-focused, consultative selling approach. You will collaborate with Bankers, Client Service, Product Leadership and Implementation teams to tailor solutions, lead complex reviews, and enhance profitability while representing the client perspective in