1+ months

Commercial Bank - Treasury Management Officer

Chicago, IL 60602
  • Job Code
    210341119

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

Keyword: card%20services

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

Keyword: card%20services
JPMorgan Chase & Co., 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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Middle Market Banking & Specialized Industries (MMBSI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. The local delivery model, coupled with the firm™s global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.

Categories

Posted: 2022-09-08 Expires: 2022-12-23

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Commercial Bank - Treasury Management Officer

JPMorgan Chase & Co.
Chicago, IL 60602

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