Treasury Management Officer - Real Estate Banking
About the role
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.
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 specialists for complex client business process reviews
- Raise new solution ideas while partnering 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 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
Requirements
- 10+ years of cash management, sales, and relationship management experience
- Success developing new business with a 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 organizations
- Strong time management, organizational, and planning skills
- Demonstrated experience meeting or exceeding sales goals; proven top individual contributor
Qualifications
- Bachelor’s degree (preferred)
- Certified Treasury Professional designation (preferred)
- Strong creative solution and problem-solving abilities (preferred)
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Additional details about total compensation and benefits will be provided during the hiring process.
About the company
JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
About the team
J.P. Morgan’s Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks, and investors. Global Investment Banking supports a broad range of corporations, institutions, and governments by providing strategic advice, capital raising, and risk management expertise.