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Treasury Management Officer - Healthcare, Higher Education, and Nonprofit Industries - Executive Director

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Treasury Management Officer - Healthcare, Higher Education, & Nonprofit Sectors - Executive Director** drives new business and fosters client relations. Key responsibilities: prospecting, developing localized market strategies, collaborative consultation, process reviews, thought leadership, and risk/portfolio management. Required: 10+ years in cash management sales, understanding of treasury products, strong communication skills, and proven sales success. Preferred: bachelor's degree, Certified Treasury Professional designation, and creative problem-solving skills.

Compensation
Not specified USD

Currency: $ (USD)

City
Los Angeles
Country
United States

Full Job Description

Location: Los Angeles, CA, United States

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
  • Bachelors 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 JPMorganChases review of criminal conviction history, including pretrial diversions or program entries

Join the team providing financial solutions to clients across the country

Treasury Management Officer - Healthcare, Higher Education, and Nonprofit Industries - Executive Director

Compensation

Not specified USD

City: Los Angeles

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Treasury Management Officer - Healthcare, Higher Education, & Nonprofit Sectors - Executive Director** drives new business and fosters client relations. Key responsibilities: prospecting, developing localized market strategies, collaborative consultation, process reviews, thought leadership, and risk/portfolio management. Required: 10+ years in cash management sales, understanding of treasury products, strong communication skills, and proven sales success. Preferred: bachelor's degree, Certified Treasury Professional designation, and creative problem-solving skills.

Full Job Description

Location: Los Angeles, CA, United States

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
  • Bachelors 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 JPMorganChases review of criminal conviction history, including pretrial diversions or program entries

Join the team providing financial solutions to clients across the country