Job Description

As a Commercial Bank Fintech Treasury Management Officer, you will focus primarily on generating new business from prospective clients within the Technology, Disruptive Commerce (TDC) segment and building up a portfolio of client where integrated payments capabilies are a core part of their products and services. You will work closely with an established team of bankers across the western half of the United States and leverage our product specalist to deliver end to end processing solutions to this exciting base of complex companies.

The core responsibilities of this position include:
Working in partnership with bankers to develop new profitable business relationships from prospective clients; developing strategic account plans and executing them
Deepening and growing existing market relationships
Managing client visitation and contact; understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Treasury Services via appropriate solution(s)
Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services
Promoting sales through frequent client meetings and discussions covering new products, market and industry developments
Managing proposal writing and the entire sales process
Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
Engage JP Morgan Treasury Services sales, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
Build template-driven business case quantification for clients in support of JP Morgan solutions
Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
Deliver thought leadership to the market, prospects and clients at client roundtables, industry conferences, webinars, articles, etc.
Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Qualifications:
Possesses a minimum of 5 years of cash management, sales and relationship management experience
Possesses knowledge and understanding of the Fintech space, Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
B.A./B.S
Track record and capabilities to foster strong working relationships with clients and colleagues
Ability to generate ideas, identify and drive the development of new business
Demonstrates excellent/strong selling and negotiation skills
Demonstrates excellent/strong verbal and written communication skills
Possesses strong tech industry & local market expertise
Demonstrates strong time management, organizational and planning skills
Possesses strategic thinking skills coupled with ability to mobilize internal and external networks and resources