Treasury Solutions VP — Strategic Client Growth

Testing Site - JPMC; Dallas (TX); On-site; USD 100,000 - 130,000; Full time

Job summary

Testing Site - JPMC in Dallas, TX is seeking a Treasury Management Officer to grow treasury management business and maintain client relationships. You will leverage deep treasury product knowledge to develop market and product strategies while partnering with Bankers, Client Service, Product Leadership, and Implementation teams.

The role focuses on expanding revenue, building strategic client dialogues, and delivering integrated treasury solutions within a consultative framework.

Qualifications

• 6+ years of cash management, sales and relationship management experience.
• Strong selling and negotiation skills with a focus on new business.
• Knowledge of Treasury Service products, credit and risk processes.

Responsibilities

• Grow revenue by 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

Relationship management

Treasury services

Credit risk

Negotiation

Communication

Client relationships

Time management

Education

Bachelor’s degree

Certified Treasury Professional

Job description

Testing Site - JPMC in Dallas, TX is seeking a Treasury Management Officer to grow treasury management business and maintain client relationships. You will leverage deep treasury product knowledge to develop market and product strategies while partnering with Bankers, Client Service, Product Leadership, and Implementation teams.

The role focuses on expanding revenue, building strategic client dialogues, and delivering integrated treasury solutions within a consultative framework.