Treasury Management Officer - Healthcare Higher Education and Nonprofit- Vice President

🏢 JP Morgan
📍 Irvine, United StatesFull-timeOn-site
📅 Posted: 3w ago🔄 Updated: 3w ago
CV%
✨ AI Summary
The Treasury Management Officer - Vice President role in Commercial & Investment Banking focuses on generating new treasury management business and maintaining client relationships. This position leverages deep treasury product knowledge to develop and execute market and product strategies, collaborating with bankers and client service teams. Key responsibilities include growing revenue, creating strategic client dialogues, leading business process reviews, and delivering thought leadership on working capital solutions.
Required Skills
Business, Sales & Management
Consultative SellingHR Management
Soft Skills & Professional Competencies
NegotiationCommunicationTime ManagementOrganizationPlanning
Other
Treasury Service productscredit processrisk processpricing philosophysales goals
Nice to have:
Other
solution development
Soft Skills & Professional Competencies
Problem Solving
🎁 Benefits & Perks
Comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.
Requirements
Requires 6+ years of cash management, sales, and relationship management experience. Must have success in developing new business through prospecting, strong selling and negotiation skills, and knowledge of Treasury Service products, credit, risk, overdraft management, and pricing. Excellent communication, time management, organizational, and planning skills are essential, along with a demonstrated history of meeting or exceeding sales goals.
Description
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 & Investment 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
  • Independently 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
  • 6+ 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
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00