JPMorgan Chase & Co.

Commercial Bank - Treasury Management Officer

Posted on: 9 Apr 2021

Chicago, IL

Job Description

As a Commercial Bank Treasury Management Officer, you will focus primarily on generating new business from prospective Commercial & Industrial (C&I) clients while growing existing revenue from the market. You will work closely with an established team of bankers to ensure proper alignment of strategies and credit capacity for all Treasury Services products. In this role you will maintain and develop trusted relationships with your client sector. As a Sales Leader you will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams, and will develop and execute a localized to market and product strategy while leading and managing key client pursuits and relationships.

This is a business development officer role with heavy emphasis on developing new treasury management and depository relationships for an assigned territory. Job responsibilities include:

* Grow revenue as directed by senior management by successfully prospecting for new deposit and payment product and treasury management business and retaining and expanding existing customer relationships.
* Manage the non-credit risk for customer portfolio
* Monitor and enhance profitability of all assigned relationships
* Source prospects and develop new customer relationships
* Work independently and in partnership with market bankers to develop new profitable business from prospective clients; develop and execute strategic account plans
* Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
* Understand the competitions' capabilities and gaps, and how to position JPMorgan Chase Treasury Services against them
* Manage proposal writing and the entire sales process
* Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk
* Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
* Partner with internal product stakeholders when representing the client perspective in the development/evolution of products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc.
* Execute against a clear set of engagement principles that ensure consulting resources are mapped against the largest revenue opportunities within Treasury Services
* Deliver Results individually and as a team

Qualifications

* 6+ years of experience successfully prospecting for new deposit and payment product and treasury management business and relationship management
* Excellent relationship management and business development/sales skills
* Considerable knowledge of depository products and treasury management services
* Knowledge and understanding of Treasury Services and deposit products, credit and risk process, overdraft management discipline, and pricing philosophy
* Success developing new business, with focus on prospecting
* Excellent/strong selling and negotiation skills
* Excellent/strong verbal and written communication skills
* B.A./B.S in Accounting/Finance preferred or equivalent professional experience
* Demonstrated success managing a virtual team where success is achieved through influence vs. direct reporting relationship
* Strong time management, organizational and planning skills
* Strategic thinking skills

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.

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