Demo

Treasury Management Officer - Executive Director

JPMorgan Chase
San Francisco, CA Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/2/2025
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

Job 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
  • 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
Required qualifications, capabilities, and skills
  • 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
Preferred qualifications, capabilities, and skills
  • Bachelor’s degree
  • Certified Treasury Professional designation
  • Strong creative solution and problem-solving abilities

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