at J.P. Morgan
Bulge Bracket Investment BanksPosted 5 days ago
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**Treasury Management Officer (Vice President)** in Plano, TX seeks middle market banking professional with 6+ years in cash management and sales. Key responsibilities include generating new treasury business, fostering client relationships, and driving revenue growth. Collaborate cross-functionally to deliver integrated solutions, manage non-credit risks, and enhance portfolio profitability. Leverage treasury product expertise to develop localized strategies. Required skills include strong selling, negotiation, communication, time management, and relationship-building abilities. Proven sales success and knowledge of Treasury Service products, credit processes, and overdraft management are essential. Preferred: bachelor's degree, Certified Treasury Professional designation, and creative problem-solving skills. Join our team providing financial solutions nationwide.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Location: Plano, 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
- 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
- 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
