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

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 8 days ago

No clicks

**Treasury Management Officer - Executive Director in Healthcare, Higher Education & Nonprofit Industries** Drive new business and maintain client relationships as a senior Treasury Management Officer in Commercial Banking. Leverage deep treasury product knowledge to develop market strategies, collaborate cross-functionally, and deliver tailored solutions. Grow revenue through proactive prospecting and strategic dialogues, manage non-credit risk, and contribute to product evolution. Bring 10+ years of cash management sales experience, strong communication skills, and a proven track record of exceeding sales goals. Preference for Certified Treasury Professional designation. Ideal candidate combines technical expertise with strong relationship management skills to excel in servicing the unique financial needs of healthcare, higher education, and nonprofit clients.

Compensation
Not specified USD

Currency: $ (USD)

City
Bloomfield Hills
Country
United States

Full Job Description

Location: Bloomfield Hills, MI, 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
Join the team providing financial solutions to clients across the country

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

Compensation

Not specified USD

City: Bloomfield Hills

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

8 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Treasury Management Officer - Executive Director in Healthcare, Higher Education & Nonprofit Industries** Drive new business and maintain client relationships as a senior Treasury Management Officer in Commercial Banking. Leverage deep treasury product knowledge to develop market strategies, collaborate cross-functionally, and deliver tailored solutions. Grow revenue through proactive prospecting and strategic dialogues, manage non-credit risk, and contribute to product evolution. Bring 10+ years of cash management sales experience, strong communication skills, and a proven track record of exceeding sales goals. Preference for Certified Treasury Professional designation. Ideal candidate combines technical expertise with strong relationship management skills to excel in servicing the unique financial needs of healthcare, higher education, and nonprofit clients.

Full Job Description

Location: Bloomfield Hills, MI, 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
Join the team providing financial solutions to clients across the country