Treasury Solutions Lead - Middle Market Growth

Archer; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase in the United States seeks a seasoned treasury relationship manager to grow treasury services revenue by expanding client relationships and sourcing new opportunities across commercial clients.

The role requires deep knowledge of cash management, strategic advisory, and cross-functional collaboration with bankers and clients at senior levels to deliver integrated solutions.

Qualifications

• 6+ 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 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
• 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 & relationships

Prospecting

Negotiation

Communication

Relationship building

Time management

Organizational skills

Strategic dialogue

Education

Bachelor's degree

Certified Treasury Professional designation

Job description

JPMorganChase in the United States seeks a seasoned treasury relationship manager to grow treasury services revenue by expanding client relationships and sourcing new opportunities across commercial clients.

The role requires deep knowledge of cash management, strategic advisory, and cross-functional collaboration with bankers and clients at senior levels to deliver integrated solutions.