at J.P. Morgan
Bulge Bracket Investment BanksPosted 3 days ago
No clicks
**Treasury Management Officer - Healthcare Technology (Vice President) in Dallas, TX** Drive new business and maintain client relationships. Leverage deep treasury product knowledge to execute market strategies, collaborate with cross-functional teams, and deliver thought leadership. Key responsibilities include: new business development, client-centric sales strategies, solution positioning, business process reviews, product evolution, and risk management. Bring 6+ years of cash management, sales, and relationship management experience. Key skills: Treasury Service products, risk processes, negotiation, communication, and sales goal achievement. Preferred: Bachelor's degree, CTP designation, creative problem-solving.
- Compensation
- Not specified USD
- City
- Dallas
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: Dallas, TX, United States
- 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
- 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
- Bachelors degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
