Bulge Bracket Investment Banks

Posted 3 days ago

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**Treasury Management Officer - Mid-Corporate Banking - Vice President** Commercially savvy Treasury Management Officer needed in San Francisco to drive new business and maintain relationships. This role entails prospecting, strategic client engagement, solution development, risk management, and thought leadership. Ideal candidates possess 6+ years of experience, strong selling skills, and a firm grasp of treasury products and sales processes. Proven track record of revenue growth and client retention is essential. Desired is a Bachelor's degree and Certified Treasury Professional designation. This mid-level role demands a top-performing individual contributor to succeed in our dynamic banking environment.

Compensation: Not specified
City: San Francisco
Country: United States

Full Job Description

Location: San Francisco, 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
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

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

Full Job Description

Location: San Francisco, CA, United States

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

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

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 - Mid-Corporate Banking - Vice President

Full Job Description

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