Treasury Management Officer - Mid-Corporate Banking - Executive Director

🏢 JP Morgan
📍 San Francisco, United StatesFull-timeOn-site
📅 Posted: 2mo ago🔄 Updated: 2mo ago
CV%
✨ AI Summary
As a Treasury Management Officer in Commercial Banking, you will be responsible for generating new treasury management business and maintaining client relationships. This role involves leveraging deep treasury product knowledge to develop and execute a localized market and product strategy, while building partnerships with internal teams. You will drive revenue growth by prospecting and sourcing new business, and expanding existing customer relationships. Key responsibilities include creating strategic dialogues, collaborating with bankers and clients, leading business process reviews, raising new solution ideas, and delivering thought leadership. This position requires 10+ years of experience in cash management, sales, and relationship management, with a proven track record of success in developing new business and meeting sales goals. A strong understanding of Treasury Service products, credit and risk processes, overdraft management, and pricing philosophy is essential. Excellent communication, time management, organizational, and planning skills are also required. A Bachelor's degree and Certified Treasury Professional designation are preferred.
Required Skills
Business, Sales & Management
Consultative Selling
Soft Skills & Professional Competencies
NegotiationCommunicationTime ManagementOrganizationPlanningConflict ResolutionProblem Solving
Other
sales goals
🎁 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 10+ years of experience in cash management, sales, and relationship management, with a focus on developing new business and utilizing strong selling and negotiation skills. Must have knowledge of Treasury Service products, credit and risk processes, overdraft management, and pricing philosophy, along with excellent communication, time management, organizational, and planning skills. Proven experience in meeting or exceeding sales goals is essential.
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 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
  • 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
  • 10+ 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
  • Bachelor’s degree
  • Certified Treasury Professional designation
  • Strong creative solution and problem-solving abilities

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries

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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